We believe in the strength of community. Whether you are looking for a new home or have decided to hold your own licence, we have a place for you.

Madison Financial

Our advice

Madison Financial Group Pty Ltd is a wholly owned subsidiary of Clime Investment Management Limited (ASX: CIW).

Building extraordinary advice businesses, together.

Madison Financial Group is an Australian Financial Services Licensee who has been supporting a community of forward-thinking financial advice businesses since 1983.

While the world has changed a lot since then, our mission has stayed the same: to proactively support current trailblazers as well as the next generation of advice professionals to grow, innovate and thrive.

If you believe that ‘great advice changes lives’ and don’t want to go it alone anymore, you’re in the right place.

Looking for options?

Find a investment solution that’s right for you.

Optimise Advice services

Dealer to dealer

Optimise Advice Services

  • Xeppo Software
  • Advice Software Discount (Xplain, Advisor, Logic)
  • Opex Hosted Xplan Site
  • Revenue Processing & Systems (CommPay)
  • AFSL Policies & Procedures
  • Advice Template Library
  • Registers
  • Transition Support
  • Adviser Portal
  • Dedicated Account Manager
  • AFSL Variation
  • RM Training
  • Regular Regulatory Updates
  • AR Audit - 1 AR
  • AFSL Health Check*
  • Good Governance Forum
  • AR Audit (Additional ARs)
  • Professional Year: Framework, Monitoring & Training
  • Notices & Regulator Communication Support 
  • Complaint’s Assessment & Support
  • Invitation to All Events (1 AR Included)
  • PD day
  • Specialist Forums
  • Support Staff Forums
  • CPD Guidance
  • Access to Clime Institute
  • Kaplan - Subject Discount
  • Kaplan Ontrack
  • Annual Conference
Business Advantage
  • CEO Forum
  • Facilitate Insurances- PI, DDO, Cyber etc
  • Boards of Advice
  • Leadership Programs- CEO & Emerging
  • M&A Support
  • HR Support
  • Recruitment
  • Business Consulting
Professional advice services
  • Investment Philosophy
  • Research
  • Access to Clime Direct
  • Custom SMAs
  • Review of Current Portfolios
  • Investment Consulting Services
  • APL Framework
  • Insurance Consulting & Technical
  • Included In Core Offer
  • Additional Cost Option

Optimise is a wholly owned subsidiary of Clime Investment Management Limited (ASX:CIW)

Holding your own licence does not mean you have to go it alone.

We provide advice services to self-licensed financial planning practices. Offering a suite of core services along with additional services tailored to your business needs, Optimise provides tools, resources & support to assist you to operate a successful AFSL and gives you the time to focus on your business & clients.

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