How it works

Submit your form

Help us understand your client’s needs. The information will come directly to us, safe and secure.

Connect your client

Our team will contact your client

Complimentary discovery meeting

We present solutions tailored to your client

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A man with glasses, smiling while talking on a smartphone, sits at a desk with an open laptop in a modern office setting.

Two men in a bright room, one standing and the other seated at a desk with a laptop, smiling at each other. Art and a red lamp decorate the space.

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Trusted by industry leaders

Findex Connect services

Woman smiling at a laptop in a bright room with large windows, seated at a table with papers and a glass of water.

Financial Planning

(excludes Funds Management)

Based on your client’s goals, needs and circumstances, we’ll build a tailored financial plan to maximise the impact of their earnings and protect their wealth long term.

Two men in a bright room; one sits at a laptop smiling, while the other stands talking. A colorful painting and a red lamp are visible.

Self-Managed Superannuation

(where required)

We can help your clients compare superannuation options to assess their suitability and determine whether an SMSF is the right investment strategy.

Three people enjoying a meal together at a table with bowls of food and a leafy plant in the background.

Other services

We offer a variety of uniquely tailored funding options that help your clients get the money they need to create the life and business they want.

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Third Party services

(excludes Funds Management)

We’ll help your clients divide their wealth and protect their assets from losses using testamentary trusts and risk minimisation.

The Findex difference

One of Australia’s largest, privately owned financial advisory and accounting firms, specialising in Wealth Management.

$28B of funds under administration and one of the largest Managed Discretionary Accounts (MDA) in Australia.

A fee for service model ensuring transparency and clarity on services delivered and fees charged.

More than 100 years of combined experience in investment management through in-house and third-party industry expertise.

Since inception, our professionally constructed portfolios have delivered returns that have exceeded industry benchmarks*.

A holistic advice model to look at a client’s full circumstances when developing strategies to help achieve goals and objectives.

*Comparison of the Findex Active Growth Listed MDA Model against the Morningstar Multi-Sector Growth Benchmark (60%-80% growth assets) shows that the Findex model outperformed by 0.82% p.a. over a three-year period and 1.72% p.a. over a five-year period to 31 March 2025. This performance is net of investment manager fees, but gross of any platform and/or financial advice fees.

One of Australia’s largest, privately owned financial advisory and accounting firms, specialising in Wealth Management.

$28B of funds under administration and one of the largest Managed Discretionary Accounts (MDA) in Australia.

A fee for service model ensuring transparency and clarity on services delivered and fees charged.

More than 100 years of combined experience in investment management through in-house and third-party industry expertise.

Since inception, our professionally constructed portfolios have delivered returns that have exceeded industry benchmarks*.

A holistic advice model to look at a client’s full circumstances when developing strategies to help achieve goals and objectives.

A wealth of experience

Clients

AU + NZ locations

Funds under administration

Billion

Combined experience

years+

What our customers are saying

Woman sitting at a table looking to the right, holding a cup of tea. Tea pot and candle holder are on the table.

I didn’t understand anything about the stock market or any of that. It was all quite terrifying and quite daunting, but it’s been an educational process working with Findex. For me, it certainly gives me a sense of freedom about the future.

Azra Amir

Sydney

Smiling man in a gray hoodie sits at a table with coffee mugs, engaged in conversation.

I really don’t know how people could make the decision to retire without getting financial advice. Findex enabled me to sleep at night knowing that I’ve made the right decision.

Wayne Humphries

Mildura

Let's get started

Refer your clients to our dedicated team of experts to help them achieve their financial goals.

250,000+ clients across AUS and NZ
100+ AUS & NZ locations
28 Billion funds under administration
Pricing transparency through fee for service model
Holistic advice approach, tailored to each client

Connect your clients with trusted financial advice.

How it works

Submit your form

Our team will contact your client

Complimentary discovery meeting

We present solutions tailored to your client

Trusted by industry leaders

Findex Connect services

Financial Planning

Financial Planning advice

Investment advice

Retirement planning and pension advice

Wealth management for families

Wealth management for business owners

Self-Managed Superannuation

SMSF advice

Retirement and pension advice

Entity services

Compliance obligations

Buying property in super

Other services

Lending and Finance

General Insurance

Personal & Business Risk Insurance

Specialist Tax

Corporate Finance