Archive for August 2021

We are about to release some changes to help make your XPlan world easier. Please take a quick look at the below, so you know what’s coming and when. You At A Glance We know it can be hard to find the client information you’re looking for on XPlan, so we’re simplifying the left hand…

  The role of the Madison Investment and Insurance Committee (MIIC) is to assist the Madison Leadership Team in fulfilling its duties relating to product and investment obligations including:   Setting the Approved Product List (APL); Monitoring the APL; Setting and maintenance of objectives and asset allocations for risk profiles.   We would like to…

                                                    In this Edition ·        A message from Jaime ·        Friday Afternoon Drinks ·        Masterclass for Support Teams ·        Upcoming Webinars ·        Insurance Specialist Forum ·        Save the Date ·       …

  Forget your lockdown blues and join us on Friday 27 August at 4pm for afternoon drinks with the Madison team. CLICK HERE to register and add the calendar invite to your diary.                     In this Edition ·        A message from Jaime ·        Friday Afternoon Drinks…

  We are pleased to launch Madison’s first Masterclass for Support Teams. This online event has been created to provide the support teams of Advisers access to a panel of industry experts to hear about the latest efficiencies from platform providers and insurers, hear updates on new and improved tools in Xplan, and participate in an in-depth…

Click on the below link to hear from Jaime Johns, our General Manager.   Please note the video link contains audio only, due to technical difficulties.         In this Edition ·        A message from Jaime ·        Madison Investment Market Update ·        Articulating and Implementing your Investment Philosophy ·        Madison Investment & Insurance…

Click below for the latest edition of ‘The View’ with Adrian Ezquerro and Paul Zwi. Our outlook for FY22     In this Edition ·        A message from Jaime ·        Madison Investment Market Update ·        Articulating and Implementing your Investment Philosophy ·        Madison Investment & Insurance Committee ·        The View ·        Dynamic Xplan and SoA…

CLICK HERE for the upcoming webinar schedule for Madison.   Unlocking the strategies within a Futurity Education Bond   Futurity is an independent and mutually structured financial institution and Australia’s leading issuer of tax-effective, life-event Education Bonds. In 2020 Futurity launched a new Education Bond range designed specifically for saving and investing to tax-effectively accumulate funds…

Stay fit during lockdown with NEOS! With NSW and QLD recently extending the lockdown and other states going in and out of snap lockdown, NEOS have been providing Pilates and HIIT classes for all staff via ZOOM, and they are delighted to open the classes to advisers, licensees, support staff and family until the lockdown…

  Kaplan Professional has further extended its support and financial relief to Financial Advisers by introducing a scholarship scheme. Advisers who are working towards meeting the FASEA education standards will be able to apply for the scholarship. The scholarship will entitle you to $100 to be used towards the enrolment fee for each Higher Education…