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Our Beliefs

Holistic Service Offering

We understand the importance of a holistic service offering, whereby our clients can see their goals, needs and expectations are being met. Our investment philosophy means a personalised approach for each and every client, ensuring there is no conflict of interest in the recommendations we make.

Intersection of Relationships & Technology

As we enter the big data era, understanding clients and using technology to do so is increasingly important. By arming our people with the necessary digital tools, we can transform the financial services experience for our clients, whilst extending their access to higher quality services.

Continuous Evolution

We’re constantly looking at ways to engender innovation, and we nurture best practice when we find it. In a rapidly changing environment, it’s important we keep an open mind to all facets of business operations, and never stop questioning how we can improve the client experience.

A ‘One Best Way’ Approach

The quality of service we provide is a reflection of what we stand for, which is why we’ve built a solid foundation of best practice operations – one best way. Uniform principles coupled with specialist skills is a potent combination, allowing us to unlock the key to an exceptional client experience.

Our Footprint

Find us in 110 Locations

With a large geographical presence, we are strategically dispersed across Australia and New Zealand.

Over $17 Billion Funds under Advice

Our significant investment expertise in financial services means we are the largest provider of holistic wealth investment advice.

Over 250,000 Clients

Necessary scale provides significant buying power, allowing us to offer competitive solutions and ‘best practice’ services for our clients.

A brand for every stage of your financial journey.

Premier

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The largest provider of practical accounting, audit, tax, business and financial advice to individuals and businesses from a network of over 110 offices throughout Australasia.

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A top tier concierge service, offering holistic financial advice.

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An experienced and award winning financial services brand for every Australian.

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Boutique

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Public Servant specialists with targeted services for CSS and PSS, based in Canberra.

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A boutique and bespoke accounting firm with a wealth of experience.

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Tailored Wealth Management with a strong presence in the South Australian market.

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Digital

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A sophisticated and industry leading tool used to measure, monitor and manage financial and non-financial performance within a business.

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An industry leading, online self directed advice solution for every Australian.

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Quick, convenient and professional same day tax refunds.

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A complete financial solution for businesses and individuals within them.

A complete financial solution for businesses and individuals within them.

Our clients benefit from...
  • A single, trusted point of contact for all their financial affairs.
  • Delivering a comprehensive suite of best of breed services.
  • All under the one roof at an accessible fee.

Our clients trust us to guide them, is it your turn yet?

Meet the team…

 

Get in touch

Head Office

Level 17, 181 William Street,
Melbourne, VIC 3000. Australia
Phone: 03 9292-0101
info@findex.com.au

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Accreditations across the group