Our business was founded in 1956, the year of the Melbourne Olympics, with a sole adviser working from home. Since the retirement of that adviser in 2006, we have merged with a number of other sole practitioner advisers to form MADI Australia.


In 2009 we moved away from the provision of holistic financial planning, to instead focus primarily on Business Succession Planning, Estate Planning and Personal Insurance for clients. These three aspects require a high level of specialist knowledge, and we are the outsourced risk advice provider to 13 trusted professional firms in the fields of accounting, law, financial planning and general insurance.


MADI is proud to work with these firms as part of their trusted team of specialists, providing the best possible advice and information for clients. Over the years we have been pleased to provide training, information and presentations to firms, foundations, industry peers and various online forums, as well as quality advice to our growing base of clients.


Our team has grown to now comprise of 4 advisers and 4 support staff, servicing clients all over Australia from either our Melbourne or Sydney office.