Commercial in confidence

Thanks to everyone who joined the teleconference today.   I’ve received confirmation the sale executes on Friday.  It appears China Taiping have the information they require and we can progress.

This means we’ll be implementing our transition program for your business effective Monday 29 June. You will receive a timeline of actions including resources/support services to guide you through the change of ownership. We expect this to have minimal disruption to your business. We are conscious of the end of Financial Year and you have other priorities.  We have 30 days from execution to meet the regulatory obligations – so we have planned behind the scenes to ensure we have sufficient time to get it right.

Today I had a great conversation with Shane Arnold and Atenai Poa, Xen Wealth.  In addition to learning about Rugby League (they look after elite athletes), the questions they asked and feedback provided, demonstrated the value of candid conversations.

Madison Transition Plan

As part of our transition over to the new system, we have set up a new webinar for our weekly Wednesday update at 11am. Please ensure you click on the below link to register and receive the new webinar link.

Webinar Registration

If you have any questions or are having trouble accessing the Adviser Portal, or have not received your Canva invite as yet, please email adviserservices@madisonfg.com.au

Sincerely,

Annick Donat