Personalised Service & Professional Advice

At Financial Index Australia we provide comprehensive financial planning advice to a diverse range of individuals and businesses nationwide.

Specifically, we supply strategic guidance on a variety of financial planning issues including; Estate Planning, Risk Management, Investments, Retirement Planning, and Superannuation.

With offices across all Australian states, we’re a convenient and obvious choice for businesses and individuals who are serious about achieving their commercial and lifestyle goals.

Our fully accredited Financial Advisers utilise advanced technological processes to provide a consistently high level of service to our clients. Through extensive professional development and a commitment to continuous training, we additionally ensure that our skills are at the forefront of the Financial Planning industry.

Our emphasis on sustaining long term relationships also means that our clients benefit from the peace of mind that comes from knowing that their best interests are being taken care of.

 

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"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson

"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns

"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives

"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns

"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty

"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes

"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty

At The ForefrontConsistency • Communication • Innovation