Madden & Assoc.

We are delighted to share that Madden was awarded PR Agency of the Year at last night's Financial Standard #MAXAwards! This remarkable #achievement would not have been possible without the incredible support and trust of our esteemed clients. Thank you for believing in us, nominating us, and #voting! We are truly grateful for your continued partnership and the opportunity to deliver outstanding #PublicRelations. Most importantly, thank you to our hardworking #team for all of your efforts! Cheers to a shared #success! #FinancialStandard #PRAgency #Award #Winners

Refreshing to see a new entrant to #fundsmanagement beginning with the end in mind. By going public with legacy principles about financial literacy and education, showing not telling, the TWC Invest leadership group, especially Owen Hereford and his wonderful family of fine young women, are carving out a unique pathway to demonstrate how core personal and corporate values entwine, and the importance of teaching our following generations the lessons of financial integrity and giving back. Where other ‘new fund brand’ launches have opted to criticise their industry peers as a platform to talk about themselves, these guys have taken the higher path. Kudos! Thank you Michelle Bowes for working with the Madden team on this piece ready to run for the AFR Weekend readership, and also to the Alvia Asset Partners and TWC Invest spokespeople who we count as trusted clients aligned to the Madden values of #integrity #excellence #respect https://bit.ly/40Nlnut

Choosing the right #privatecredit partner isn’t just about #funding - it’s about building a relationship that fuels your #growth. Gary Looi CA(SA), CFA and Henry Stewart from GCI (Global Credit Investments) share in this Dynamic Business article six essential tips for selecting the provider that best meets your needs: 1.     Go beyond rates 2.     Value flexibility 3.     Prioritise speed and certainty 4.     Understand collateral requirements 5.     Look for industry expertise 6.     Choose integrity and a strong track record The right partner goes beyond funding—they’re invested in your future. Find out how to choose yours at the link below. https://bit.ly/4hOnjc5 #businessfinance #capitalpartners #creditsolutions 

This week marked some significant developments, with two clients making strides in the #Australian M&A space.   On Monday, LGT Crestone Wealth Management Limited announced its acquisition of Commonwealth Bank’s private wealth arm, #CBA Private, reflecting its commitment to sustainable growth and strengthening long-term client relationships.   Meanwhile, NSW-based #financialplanning firms Evalesco Financial Services and Principal Edge Financial Services announced their strategic #merger, joining together to build a stronger, more resilient #advice offer that will continue to provide exceptional service to clients.   These moves underscore a trend of strategic #growth and #consolidation in the High-Net-Worth (#HNW) #advice space. Exciting times ahead!   Find out more at the link below. https://bit.ly/3YJ1t17 Chris Dastoor Conexus Financial

In the wake of a #Trump #election victory, many #investors are wondering what this means for their #money, and how they can strategically adapt their #portfolios to align with his anticipated policy shifts.   In this InvestorDaily piece, Global X ETFs AU Investment Strategist Billy Leung, weighs in on this dilemma, outlining the key #assetclasses poised to benefit under a Trump #presidency.    Forward-looking investors, he claims, may find unique #opportunities in #cyclicals, #energy and #smallcaps positioned for #growth. Conversely, safe-haven assets like #gold may see downward pressure.    Read the full article at the link below. https://bit.ly/3AJHZ4j

Nothing brings the team closer together than good food and great company! This week, our team got together to enjoy a beautiful picnic lunch filled with homemade dishes, laughter, and a chance to bond outside the office. From delicious family recipes to creative contributions, everyone brought something unique to the table, making for a lovely afternoon. 🌞🍉🍇 Penne Madden Ounissa Quaid Grace Brooker Gracie Bruce Kylan Xie

PPS Mutual’s profit-share pool surpassed $10.7 million for FY2023–24, with $3.07 million allocated to members—equivalent to 3.5% of premiums, reports Shy-ann Arkinstall in this ifa (Independent Financial Adviser) article. The profit-sharing model, which pools #premiums to cover #claims and reserves while returning surplus as profit, has fuelled significant growth, more than quadrupling since FY19–20. CEO Michael Pillemer emphasised how this approach aligns the business with members' financial wellbeing, benefiting both members and #advisers: “Profit sharing not only benefits our members but also supports our network of accredited advisers, who play a key role in delivering this value. This approach generates sustainable, higher-value business for advisers—one advisory firm alone has over $1 million in total profit-share assignments for their clients.” #insurance #lifeinsurance #riskadvice https://lnkd.in/gvvHSGpZ

High #market valuations have #investors asking: Is it still worth #investing at these prices? In this The Australian Financial Review article, Lucy Dean explores how the #GARP strategy (Growth at a Reasonable Price) offers a smart solution by targeting high-#growth companies with solid financials at fair valuations. Global X ETFs AU's Jessica Leung explains that GARP provides a cost-effective edge over #activemanagement, combining strong #returns with reduced #risk and making it an ideal approach for navigating today’s uncertain #markets. https://bit.ly/3UsMjM8

The #AUD reached almost 70 cents against the #USD - it's strongest level in over 18 months. However, it’s currently down to 66.5 cents after stronger than expected #US economic data.   This raises the question: Where to next for the AUD?   According to Todd Hoare, Head of Public Markets at LGT Crestone Wealth Management Limited, fluctuations such as these may prompt a reassessment of #hedging strategies.   Now may be an opportune time for #investors to increase their exposure to AUD-denominated assets. With several #economic factors shifting in favour of the AUD, further strength may lie ahead.   Find out more in The Australian Financial Review article below.   https://bit.ly/4e0qPxb

Super funds must prepare for major technological shifts as new #superannuation payment rules take effect in July 2026. #Payday Super will require contributions to be processed within just three days, creating both challenges and opportunities, reports Jessica P. in this Super Review article.   “This change is intended to improve #retirement outcomes for Australians, in part by helping to reduce incidences of missing superannuation contributions and increase member balances,” according to Novigi.   With the integration of the New Payments Platform (NPP) and updated #data standards, #superfunds will need to ensure their systems are equipped to handle the increased volume and frequency of contributions.   Find out more at the link below. https://bit.ly/40kCm76