We will start loading the approved FSGs into Canva, or via an alternative method is you have specified one. You will receive an email confirming when your FSG is available.  Once you have applied your logo and brand, please take the following steps. Open the FSG design From the upper corner of the editior, click…

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The transition is tracking to our planned schedule and we will have further information for you at the end of the week.  Thank you for working with us to complete all the required activities. The Good Governance Summit agenda has been released via email (please look out for the invitation).  Due to the current travel…

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Commercial in Confidence We’re tracking to our transition timeline.  Thank you for working with us to ensure we are in a position to meet our regulatory obligations within the required timelines.  We aim to have the FSG templates ready for branding and final approval by Thursday 9 July. Behind the scenes we are updating the…

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Commercial in confidence Thank you for taking the time to review your FSG and provide feedback. Any adjustments or corrections provided are being updated and will go into your Canva folder. The final FSG will be placed in a Canva template for you to apply your branding. The branded version will be approved in Canva…

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Happy New Financial Year!  Whilst not widely celebrated anymore (we have become too busy), for Madison it signals a new owner and a new beginning.  That is worth celebrating.    Often a New Year triggers moment of self-reflection, calls to action and the intrepid resolution!  Well intended resolutions often falter within days/weeks of their commencement.  It’s…

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Commercial in confidence Happy New Financial Year to you all. What better way to start the new financial year then by welcoming a new Adviser to our community. Brian Wippell has joined the Achieveit Financial Planning team in Toowoomba. Welcome Brian! As we are now firmly in the transition period to Clime, the Transition Plan has…

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Commercial in confidence By now the Principles of each practice will have received their FSG for review and approval.  This new combined FSG is designed to simplify the documentation you provide to your clients.  Once we have your final version approved, we will provide the template in Canva so your business can produce branded copies…

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Commercial in confidence Now the sale has been executed, we move to the regulatory and logistics part of the transition plan.  The first of which is your new combined Financial Services Guide (FSG).  This afternoon/evening you will receive via email from advice@madisonfg.com.au  with a draft version of your FSG for review and approval.  Included in…

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Commercial in confidence At approx 3:50pm today, Madison FG AFSL officially transitioned to a new owner!  By now you may have seen the welcome note from Rod Bristow.  His words resonate loudly with many of us, as its a cultural match of two companies who fundamentally believe that great advice changes the lives of Australians.…

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Commercial in confidence I’ve been informed that tomorrow morning at 10am, PwC and Clime will be executing the sale of Madison FG. As you may imagine, Rod and the Clime Executive’s  preparation to get to this point has been quite significant.  I will be great to see this transaction finalised and their hardwork and commitment…

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