We provide uniquely tailored, integrated solutions for people, businesses, government organisations and institutions that transform and grow as their needs do.
Our story began over thirty years ago with a vision to provide a holistic offering to help clients achieve their financial and lifestyle goals, in one place. Now as one of Australasia’s leading integrated advisory firms, we pride ourselves on a high touch, personalised approach to help our clients achieve their financial, professional and life goals.
Through our 110+ locations across Australia and New Zealand, we provide you with a single point of contact to oversee your affairs, working collaboratively with others from within Findex and broader marketplace. Our scale allows us to offer competitive solutions from a location convenient to you, respond to international and national issues, while understanding and supporting local communities.