Who We Work With
Our mission is to elevate the quality of financial services advice being given in our industry. We have set out to do this by working with firms – that have a responsibility for those giving the advice – to establish and manage appropriate standards and then to supplement this by providing services and support to facilitate the implementation of those standards.
This said, we believe the aspiration to provide ‘quality’ advice is either in a firm’s DNA or it isn’t. Where it is, our experience has shown that the services and support we can bring to the relationship can be seamlessly integrated – with effective outcomes.
Some of the companies we partner with:
A financial services licensee and dealer group that we created to fill a gap in the market.
Madison Financial Group is a financial services dealer group that has been operating since 1983. The group is owned and operated by advisers, staff and management which means our members are part of a community they can contribute towards and like being a part of.
The management team has a 30 year pedigree and a strong track record for an exceptional advice culture; thought-leadership and innovation. Our advisers are encouraged and supported to voice their opinions knowing the group will constructively challenge their ideas and stand behind them when it makes sense to question the rulebooks.
MFG and its advisers actively explore opportunities and test new concepts while applying a practical, commercial filter. The peer group is a healthy environment of constructive feedback and knowledge sharing where advisers enjoy seeing their counterparts succeed and develop.
For more information visit www.madisonfg.com.au
Established by Doctors over 50 years ago to meet the superannuation and investment needs of medical and allied health professionals. MAP quickly grew to become the Superannuation Fund of choice for many Medical Professionals throughout Australia. In 1992, due to a growing demand for acceptance from other professions MAP became a Public Offer Entity.
MAP have engaged Accordance for the consulting services with regards to its ASIC advice requirements, we offer a complete risk and professional standards package of solutions including revenue processing, paraplanning and licensee software.
Accordance can be engaged as little or as much depending on MAP’s needs now and in the future.
WealthPortal makes it easy to see and manage all of your clients’ assets and liabilities – investment and Superannuation accounts – simple and complex portfolios all in one place.
WealthPortal came about because we wanted a platform that could be change and adapt for a market we believe in which is holistic planning for high wealth clients. By investing in this platform it allows us to develop with involvement from our advisers.
For more information visit www.wealthportal.com.au
Proactive Portfolios is the first investment facility of its kind in Australia – a multi-asset, multi-sector SMA which is an excellent solution for advisers and clients. It delivers a cost effective solution with the benefits of SMA such as full transparency, leading edge asset allocation process and ownership flexability.
Proactive Portfolios is an incorporated business set up to house the expertise developed to deliver multi-asset class and multi-manager portfolios for advisers and their clients. The objective of Proactive Portfolios is to deliver that expertise in the form of implemented portfolios via SMA platforms.