Upon making the decision to join us at Madison Financial Group, we provide you with detailed and systematised information outlining the transition process.

We dispatch our Transition Team to conduct a review of your business to ensure that the transition occurs in a seamless, timely manner and that any impact on the day to day operation of your business is minimized.

Our Transition Team assess and provide guidance around :

• Financial Planning software transitions where required
• Communication to your clients regarding your change in AFSL provider
• Communication to fund managers to ensure an efficient transition of your revenue
• A structured introduction to the ongoing relationship between you and Madison
• Individual introductions to our management, staff and other members