I attended Liv’s (my daughter) school speech night earlier this week.  During the Headmaster’s speech, a particular sentence resonated. She said, “what we say no to allows us to say yes to our best”.  It resonates because this is how we’ve built (& will continue to build) our community.  Knowing who to say ‘no’ to has created space for some great advisers and businesses.  It’s our culture and community that will define our future. Success or failure will depend on our courage to stay the course on the fundamental values of integrity, honesty and generosity of spirit. Alongside this, choosing professional and aspirational advisers seeking to shape the future of advice.

As you’re aware, Madison Financial Group was acquired by Sargon Capital Holdings (Sargon) in April 2018. Since the acquisition, we have aligned and strengthened our processes, procedures and governance, with Sargon, whilst continuing to meet our AFSL obligations.

Following the Hayne Royal Commission, we see an opportunity for growth and the expansion of our services to the advice community.  We are excited to use the technology, scale and governance ecosystem that Sargon has built – and continues to enhance – as a competitive advantage for our community. To do this most effectively, we will be rebranding to Sargon Adviser Services. We envisage the rebrand will take effect on 2 March 2019.

What does this mean for you?

As Sargon Adviser services, we are excited to continue our long-term commitment to advice businesses, in addition to providing access to next-generation technology and infrastructure to support the governance and delivery of advice.

Earlier this week we launched the new Madison Adviser Portal available through the Madison website. If you haven’t yet, please take the time to explore it, as it is now the central source of information and resources to support your business. Compliance Logic will be turned off 1 Jan 2020.

As you navigate the portal, you will see that we have simplified access to information under key headings. When you log in, you will be presented with a dashboard which highlights today’s newsletter and any important notices, at the moment in this section you can view the photos from the Madison 2019 Conference.

We’re especially pleased to showcase the Adviser Community section. This is a place where you’ll find peers, new connections and information about each other’s businesses.  Please take the time to review the details and ensure they are accurate.  Additionally, we’d like you to add your photo.  To do so, please send a high-resolution jpeg to adviserservices@madisonfg.com.au.

Finally, we’re looking forward to catching up at one of our End of Year celebrations in Brisbane or Sydney. If you haven’t yet had the opportunity, please RSVP to Bethany today.

Thank you to everyone who joined us at the Adelaide and Melbourne events – we have really enjoyed the time together.

Regards,

Annick