MADISON FINANCIAL GROUP

enquiries@madisonfg.com.au

Madison is a boutique financial services firm that is 100% owned and operated by its management and advisers. Since 1983 Madison Advisers have been supporting their clients to achieve their income, wealth and financial security objectives.

Purchased by PHAROS in 2006, Madison was relaunched with a new business model, new strategic positioning and a new services offer and can now boast that:

-  It has grown the funds it provides advice on from under $300m to $2.5 billion and the insurance premiums it advises on from $3m to over $20m pa

-  It has extended its Adviser network to over 80 Authorised Reps across Queensland, New South Wales, ACT, South Australia and Victoria

-  It has developed several services which are clear differentiators in a crowded space - services which its Advisers have lauded and clients have benefited from; and

-  It has formed alliances with a range of exciting service providers that enhance its total service capability, as well as to provide sources of differentiation from its competitors.

Vision is simple - Madison want to facilitate the achievement of its client's financial wealth objectives through a combination of listening, planning, guiding, executing and reviewing.

Mission is to become the pre-eminent provider of financial, investment and insurance related advice in the industry. To achieve this it has sought to attract and retain only the very best advisers and practice owners. Its selection and governance standards are unashamedly high which in turn means that its clients can be assured that those whom they are entrusting to advise them - are qualified, capable and reputable.