Our Services

Learn More About Our Financial Services

Halcyon Wealth Advisers deliver a holistic analysis of your financial position. Working as a team, we partner with you to drive your financial ambitions with market insight, strategic guidance, financial planning, investment selection and administrative support. We employ a unique blend of financial advice and investment management to realise your financial potential.

Financial Planning – Our Process

The advice we provide comes from a proven planning process. This ensures that you receive advice that applies directly to your circumstances. Halcyon delivers this advice by the following process:

STEP 1

Together, we identify your needs and goals, discuss your comfort level of risk and make sure you understand all aspects of the advice we are about to give. We undertake a thorough analysis of your situation based on the information you have provided. Essentially, we build a profile of who you are and where you want to be, both financially and individually.

STEP 2

We prepare your financial strategy and develop options for you that will enable you to improve your financial position progressively in line with your goals. This is presented in the form of a Statement of Advise that usually covers your goals and objectives, risk profile, asset allocation, our investment research and our recommendations and fees.

STEP 3

This is then refined and adjusted in consultation with you until we are all in agreement. We will also answer any further questions and, upon consent, obtain the authority to proceed, as well as complete any application forms and documentation. We will then implement your recommendations.

STEP 4

Maintaining your investment portfolio, including a review of current circumstances, is an important function that we perform for our clients. We achieve this by conducting annual reviews in which we establish that your investment strategy continues to meet your goals and objectives.

Corporate Superannuation

Superannuation is the major structure through which employees will accumulate wealth.


Halcyon Wealth Advisers have access to leading superannuation providers and industry experts and are able to guide you through the complexities of superannuation and work with you in selecting the most effective superannuation arrangement for your individual business needs. We are committed to providing a holistic service offering benefits to the client business both directly and through the goodwill generated by the provision of benefits to its employees.


We can review and report on your present superannuation arrangements and offer advice and implementation support where an opportunity exists for these arrangements to be improved. Improvements can quite often be made in areas including investment and insurance options and administration arrangements.

Services provided to the employer:

  • Coordinate reviews and provide recommendations on default super fund
  • Recommend default investment and insurance for default fund
  • Review group insurance arrangements every three (3) years
  • Conduct online surveys for employees while reporting to the employer
  • Coordinate and facilitate policy committee meetings (if required)
  • Provide web-based event registration and reporting for proposed seminars

Services provided to employees:

  • Seminars on superannuation and default fund up-dates
  • Educational seminars on super strategies
  • Tailored seminars on financial topics requested by employees
  • Free initial consultation when seeking financial planning advice
  • Discounted financial plans for all default superannuation members
  • Subscribed to online newsletters & articles

Personal Superannuation


Superannuation is a concessional taxed structure in which all Australians accumulate money to fund their retirement. There are a number of possible solutions for personal superannuation depending on individual needs and circumstances. From the most simple solution, such as an industry fund, all the way through to a more sophisticated solution, such as a self-managed super fund (SMSF).

Wealth Creation

We are specialists in structuring investment plans covering diversified asset classes. We work with a broad spectrum of investment managers to offer our clients a range of investment opportunities that can be specially selected to build a personal portfolio that suits your current financial position and future goals. All investment products are carefully selected and approved by the Madison Financial Group Investment Committee before being offered to our clients. For your financial security, the Committee analyses, reviews and comments on the various investment structures that are presented to us by a wide range of providers.


Types of wealth creation investments & strategies:

  • Gearing strategies
  • Savings strategies
  • Tailored children's education investment plans
  • Tax minimisation investments & strategies
  • Superannuation strategies
  • Salary packaging

Retirement Planning

Retirement planning is essential to have a comfortable retirement. We can deliver ways to accumulate retirement assets by selecting the appropriate investment solutions. We can also ensure that your retirement income is maximised by taking advantage of the concessions under taxation and social security laws.


With the new transition to retirement laws, you should seek advice many years before you retire to determine the most efficient and suited strategy to build your wealth for retirement.


Make an appointment with us today. It could make a lifetime difference.

Personal Insurance

Enjoying life is all about living for today. But it's not always easy if you're worried about tomorrow.


As well as building wealth, a balanced financial plan also ensures financial security by taking adequate insurance to cover death, ill health or disability – giving peace of mind to you and your family. We will ensure that your financial position is protected with the right cover and with maximum tax deductibility.


We will provide ongoing support and advice in the event of a claim to ensure that you are compensated in an accurate and timely fashion.


So, while injury and illness will never be painless, personal life insurance means you can avoid an impact on your personal finances.


For more information on personal insurance options, please contact us.

Estate Planning

Estate Planning is a vital component of any financial plan. Careful consideration and attention need to be taken to ensure where and how your assets will be distributed after your death; this may sound like a simple process, but it can be quite complex and needs specialist attention.


Successful Estate Planning ensures that the correct financial structures and arrangements are in place to protect a family's interest in the most tax-effective way possible now and in the future.


Halcyon Wealth Advisers aims to help you identify the objectives and goals of your estate plan and coordinate with a solicitor and/or an accountant to prepare a successful estate plan for you. There are various issues that need to be addressed when creating an Estate Plan.


Halcyon Wealth Advisers, in conjunction with suitable legal and accounting practitioners, can assist with providing the following:


  • Wills, power of attorney and guardianship
  • Enduring power of attorney
  • Ownership of assets and passing of assets
  • Administration of an estate
  • Testamentary trusts
  • Estate Planning trusts
  • Tax returns of an estate and capital gains tax
  • The passing of non-estate assets such as superannuation and life insurance proceeds.
  • Business succession planning

General Advice Disclaimer

Madison Financial Group Pty Ltd (ABN 36 002 459 001) "Madison", their officers, employees and agents make no representations or warranties with regards to the information contained on this page as it is general advice only and neither represents nor is intended to be personal advice on any particular matter.


The information on this website is general in nature and does not take into consideration your personal goals, situation and objectives. You should seek financial advice prior specific to your situation before acting on the information.


This information is current as of April 2024. Madison Financial Group Pty Ltd holds an Australian Financial Services License number 246679.

Do you want to know more about our financial services? Call our team on (02) 8920 8933.

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