About

Real people.

Extraordinary advice.

We believe in people and partnerships of value, not just business transactions. 

Strategic, entrepreneurial and growth-driven, we partner with like-minded advisers that share our commitment, our culture and our transparent approach to the delivery of financial advice of value.

We are not for everyone, but for those that want to be extraordinary in their financial advice business, we may indeed be for you.

Our Objective

 

  • Our purpose it to lead and foster a community of professional, qualified business owners/advisers who provide quality advice with great care to their clients; 
  • We are the pre-eminent privately-owned licensee of choice for high quality adviser firms, and the home for next generation of professional advisers to support succession; 
  • Our licensee proposition embeds a culture of self-governance and commercial business growth.
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What we do

 

We invest in you and your business.

We cultivate committed partnerships with exceptional advice businesses. 

We develop an advice community, sharing and leveraging our collective knowledge and experience amongst members.

We offer extensive advice resources – from strategic consulting to compliance coaching – to develop your business advice skills and differentiate your business.

About us

 

Madison was founded in 1983 by advisers with the aim of creating a community of professional advice businesses underpinned by entrepreneurial and innovative thinking.

In April 2018, Madison was acquired by Sargon.

Sargon is a privately owned company, backed by significant global investors. Operating in Australia, New Zealand and Hong Kong.

Sargon provides a dynamic response to the regulatory complexity and cumbersome systems that hinder growth and burden much of the retirement and investment industry in Australia.

Sargon operates to build better financial infrastructure, so advisers and clients can focus on what matters most: building a better future.

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