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Better connected advice. Accounting and Wealth as one.

Business decisions are personal, too. Findex puts your accountant and financial advisor on the same team, so you can talk through both sides before you decide.

Book a conversation

You put a lot into your business, it should build something for you too.

When money's tight, do you invest in your business or top up your super? It's a business decision, and a personal one.

Your accountant can work through what that choice means for cash flow, tax and the business's next steps. Your financial advisor can look at what it could mean for your super, investments and retirement.

At Findex, both sides are part of the same conversation.

The business you're building and the future you're planning belong in the same conversation.

What you're working towards might be investing outside the business, stepping back from the day-to-day or selling when the time is right. The decisions you make while running the business shape those plans, so your Findex team keeps both in view.

  • For the business you're building

    Tax and BAS, business advice and reporting, cash flow forecasts, tax structuring, payroll and Business Performance.

  • For the future you're planning

    Super, investments, retirement planning, SMSF, risk insurance and the tax on your own plans.

A local relationship, with the whole firm behind it.

Findex is an accounting and financial advice firm that has been serving Australians for 39 years.

Findex has offices across Australia and New Zealand, in regional towns as well as cities. Whether you work with your Findex team in person or remotely, they can bring in specialists from across the firm when a decision needs further expertise.

Rated “Excellent” on Trustpilot: 4.8 out of 5.

Findex in numbers

  • 39Years
  • $28+ billionFunds under management, administration and advice
  • 90+Locations across Australia
    and New Zealand
  • 250,000+Clients

Let's talk through the decision in front of you.

Whether it's your next move in the business or a plan for your own money, tell us what you'd like to discuss. A Client Solutions Consultant will contact you within a few business hours to understand what you need and arrange a conversation with the right people.

You don't need to move everything across to get started. We'll explain what's involved, and what it would cost, before you decide.

Better connected advice.Accounting and Wealth as one.

Book a conversation

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