Findex is a leading financial advisory and accountancy firm that delivers comprehensive services to clients across 110+ offices throughout Australia and New Zealand. With a holistic approach, Findex integrates accounting, financial advisory, and wealth management to provide tailored solutions that address both professional and personal financial needs.
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1 customer review
Jan Pitkin
Financial Advisors
Very sensible and wise advice, felt safe and secure with Findex so I’ve signed up for continuing support from them . Very Happy .
What do you love most about your job?
People at Findex love their job because they get to make a real impact on clients' lives, helping them navigate financial challenges and achieve their ambitions. Our approach prioritises understanding each client's unique needs and delivering personalised, integrated solutions that truly make a difference.
Our employees find fulfilment in building long-term relationships and watching their advice directly contribute to clients' growth and success, whether it's expanding a business, protecting wealth, or planning for a secure future. The satisfaction of seeing clients thrive and knowing their work plays a key role in reaching those goals makes Findex a rewarding place to be.
What inspired you to start your own business?
With a strong and proud heritage, Findex understands what it takes to build a business. The Findex story began in 1987 with two brothers who partnered up to start a small financial planning business; sharing a vision to provide a holistic offering that goes beyond personal wealth advice, to help clients achieve their financial, professional and life goals, in one place.
Now as one of Australasia’s leading integrated advisory firms, we're focused on meeting the needs of businesses and the individuals within them through a collaborative approach to financial services. Through our 100+ locations across metro, regional and remote areas of Australia and New Zealand, we provide a single point of contact to oversee clients’ affairs, working collaboratively with others from within Findex and broader marketplace.
Why should our clients choose you?
With a holistic approach that goes beyond compliance, Findex offers tailored solutions that address both immediate financial needs and long-term growth objectives, providing strategic advice to optimise business performance. With a national network of experts, clients gain access to industry-specific insights and guidance that drive efficiency, manage risks, and unlock new opportunities.
Findex’s unique integration of accounting and wealth advisory ensures seamless financial management, allowing clients to coordinate both business and personal finances for maximum benefit. Trust Findex to deliver practical, results-driven solutions that support your business's success.
Can you provide your services online or remotely? If so, please add details.
Our scale allows us to offer competitive solutions from a location convenient to you, as well as remotely, to connect you with a team of experts best placed to support your goals and needs. We utilise leading edge technology which enables our team to work remotely and collaborate with colleagues and clients virtually through video conferencing and online meetings.
What changes have you made to keep your customers safe from Covid-19?
As a business, we regularly review the safety precautions in place for our people and by extension, our clients, ensuring that we are proactive in managing any potential risks. Our scale also allows us to draw on a vast pool of expertise and resourcing across our network, to quickly respond to changing requirements of our clients.
Business Advice
Keep on top of your business – with commercial and operational advice, financial analysis, budgeting, cashflow forecasting, benchmarking, KPI management, and more.
Tax Structuring
Align your business structure to your operations and aspirations so you can better protect your assets and avoid unnecessary tax obligations.
Tax Compliance
Streamline your compliance effort with quick and reliable support for tax returns, activity statements, payroll obligations, fuel tax credits, and more.
Virtual CFO
Get CFO-level support to manage your business with hands-on assistance with everything from improving cash flow and reporting to financing growth and exit strategies.
Managed Payroll
Reduce the headache and risk of payroll with specialised support for software selection and set-up, payroll processing, management of ATO obligations, and more.
Business Software and Systems
Make the move to cloud-based accounting and payroll solutions with the helping hand of our experts in software selection, set-up, and security.
Business and Strategic Planning
Work with us to set KPIs, tailor plans, and address critical issues for short and long-term business success.
Management Reporting
Custom reports and dashboards to help keep stakeholders informed on operations and financials and enhance decision-making alongside short-term KPIs.
Succession Planning
Secure family business succession with expert guidance that helps navigate non-financial aspects, understand dynamics, assess key individuals, and shape tailored decisions.
Tax Advisory
We guide businesses and individuals to make sense of continually evolving issues related to local and international tax laws at each stage of their financial lifecycle, and help solve their most complex problems.
Wealth Management
We work closely with you to create a plan that makes it easy to manage, protect, and grow your wealth so that you can reach your goals and get the most out of the life you want.
Investment Advice
Develop an investment strategy to help meet your goals now and into the future.
Financial Planning Advice
Build a tailored financial plan to maximise the impact of your earnings and protect your wealth long term.
Retirement Planning and Pension Advice
Let us help you navigate the complex retirement financial landscape so that you have financial security in retirement.
Superannuation and SMSF Advice
We can design the best strategy to help ensure you are maximising your benefits and confidently managing your SMSF compliance and investments with ease.
