We're focused on meeting the needs of businesses and the individuals within them through a collaborative approach to financial services. We pride our self on an integrated service offering, giving you the peace of mind that comes with knowing your financial and lifestyle goals are being worked on.
Your story is our business
Behind every person and business is a story. At Findex – we start with understanding your reason to get up in the morning, your purpose. When we understand your story, we can help you through every step of your journey today, whilst helping you prepare for the challenges of tomorrow.
What we do
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.
ISO 9001 accredited
Our Wealth Management division is ISO 9001 accredited and we are certified through to mid-2023.
ISO 9001 is the world's most widely recognised Quality Management System standard and we are proud to provide internationally recognised assurance to our wealth management clients through the accreditation, having held this since 2008 as one of the first financial services organisations to do so.
The ISO 9001 quality management principles include customer focus, leadership, engagement of people, process approach, evidence-based decision making and relationship management.
Since our initial accreditation in 2008 and through subsequent accreditation renewals, we have never received a major non-conformity - demonstrating continual improvement in workflow processes and system improvements well and truly in line with international standards.
Supporting local communities
Since 2017 we’ve contributed over $1 million to support community health, education and entrepreneurial initiatives through the Findex Community Fund.
Our community support also extends to empowering regional entrepreneurship through the FoundX program, connecting communities of regionally based start-ups, entrepreneurs and small business owners. Findex is also the proud founder of the SproutX Accelerator program for agtech start-ups, an Australian first, which focuses on solving tomorrow’s problems, today.
Growing with Australia and New Zealand
We have 3000+ staff, 250,000+ clients and over $17bn funds under advice.
95% of our Partnership group are equity holders in our business across Australia and New Zealand. Our team of 3,000 have demonstrated expertise in the business advisory, wealth management, audit, performance consulting, accounting and tax spaces. We have the 5th largest accounting offering in Australia.
We work with agribusiness, Not-For-Profits, Education, Government, SME and individuals and are committed to them.
Findex operates the Australasian arm of Crowe Global, ranked eighth largest accounting network in the world. We’re proud to be a member of this network, and celebrate that for over 100 years, members of Crowe have made smart decisions for multinational clients working across borders. These global ties are crucial for our work with governments, regulatory bodies and industry groups to shape the future of the profession worldwide. With exceptional knowledge of business, local laws and customs we provide lasting value to clients.