Madison Financial Group Pty Ltd
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Financial Advice Licensee who leads and fosters a community of professional Advisers and business ow
Our shared belief is that an individual practice/advisor may be able to achieve their business objectives without support but through collective sharing they success can be gained more efficiently and comprehensively as part of the collective.
We're here to help at every step along the way.
We will work with you to analyse how your business is performing, celebrate success as you achieve your goals, or help you adjust your position when you’re not.
Your business is an important asset to you, your family and the community you support. We believe strong corporate governance is foundational to demonstrating your values and principles to your team, clients and community.
We all deal with a wide range of clients, and everyone has different money habits.
Leaders, advisers & business partners come together to leverage strategic expertise and challenge the status quo. That's Madison.
Down to earth, experienced and knowledgeable. That's Madison.
We work with ambitious leaders; business owners who are willing to share knowledge and ideas, support each other and contribute to a professional advice community.
We know the power of great advice.
Finance can be confusing. Here's 4 tips to help get your message across when chatting to clients.
Maintaining a tight knit community is one of our core interests. At Madison, we nurture our community and value diversity.
Success is best shared.
There's nothing more powerful than getting together to share ideas. At Madison we're all about building a community of likeminded people.
We are a team of entrepreneurs with industry expertise who care about the advice profession.
Building a great community is what we're all about.
We stand with you to build an extraordinary advice business, so you can focus on delivering excellent client outcomes.
How can you balance a growing practice with a young family? Tune in to the Ensombl podcast now and hear about Rachel O'Connor's insights and experiences.
Listen now: https://www.xyadviser.com/podcasts/australia/385/
A huge congratulations goes to Caitlin Telford on completing her professional year last week. One of the most rewarding experiences as a licensee is supporting our next generation of advisers and it was a pleasure to see the bond and mentoring shown by her supervisor Marylou Cork.
Live and in person! We are so excited and thankful to be able to kick off our PD Days this week in Adelaide. It is great to be able to come together for two days to build both skills and relationship. We are always better together!
For International Women's Day we asked some of the women from Madison to share the most valuable lesson that they have learnt during their career. Be brave, know what you can control, have patience, listen to others and a resounding we are better together!
Collaboration - when individuals work together to achieve a common goal!
This week we are excited to kick off our professional development days across the states - IN PERSON 🙌 . A great chance for our community to learn and grow together; sharing best practice and hearing from SME in the industry.
This week we kicked off our first online induction session for 2022 with 3 advisers and 11 support staff in attendance. Such a strong start to the year! đź‘Š
Our passion is helping advisers build extraordinary businesses, so you can deliver excellent outcomes for your clients. If this resonates with you reach out for a chat. We would love to hear about the business you want to build and why you believe in advice.
Everyone wants to be a part of something and here at Madison we have worked hard to build a community of like minded people with a common purpose and goal.
If you are a financial planner who is looking for a place to belong get in contact with us [email protected] and discover the Madison difference!
One of our goals for 2022 was a fresh new look. This year marks 39 years and who wouldn't need a bit of a refresh? Our new look is designed to represent our purpose: to lead and foster a community of professional Advisers and business owners who provide quality advice with great care to their clients. So what do you think?
“The problem is they don’t link. So no one has thought about how they all link together in a conversation between a client and an adviser talking about humans and what they need to do to get to where they want to go, to live the life that they want to have.”
A great article by Tony Boyd in the AFR today quoting our own Annick Donat https://www.afr.com/chanticleer/don-t-let-fraud-kill-financial-advice-20210305-p57858
Don’t let fraud kill financial advice Paying for sound financial advice is essential in a world where slick product spruikers and fraudsters have used low interest rates to take money from naive investors.
A great piece about a great adviser! Karamdeep Singh https://goo.gl/tR2ZPZ
Catching up with Karam Singh during Pride Month | Good Super Good Super caught up with Karam Singh to get his perspective on challenges in his work life, the Marriage Amendment Act and his advocacy for Beyondblue.
PKC Webinar this coming week -
PKC Webinar this coming week In this 15 minute webinar, James Purvis will give an overview of the most recent Investment Market Conditions Update. This will be followed by a 5 minute Q&A session.TODAY 21 May 12.30amÂ
PKC Webinars coming up -
PKC Webinar this coming week In this 15 minute webinar, James Purvis will give an overview of the most recent Investment Market Conditions Update. This will be followed by a 5 minute Q&A session.Monday 21 May 12.30amÂ
We are participating in Australia's Biggest Morning Tea and would love your support!
https://goo.gl/ugv6tj
I’m supporting Australia’s Biggest Morning Tea! This year, I’m hosting a fun-filled morning tea, and you’re invited! Please join me in raising vital funds for Cancer Council. Visit my personal event page now for more details about my tea or to donate.
Click here to claim your Sponsored Listing.
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