Findex has announced the acquisition of Martin Goodrich & Associates (MGA) and Goodrich Financial Services, a leading private client accounting and wealth advisory firm operating in Melbourne for over 25 years.
Chief Executive Officer of Findex, Spiro Paule, said the Goodrich client offering was aligned with the Findex philosophy both in terms of the breadth of offering and rigid adherence to a holistic advisory model.
“Both entities are committed to a holistic financial services offering in the mode of a one-stop-shop for financial services and related advice, also known as a Family Office approach,” he said.
“MGA have been one of the pioneers in offering a complete Family Office service to mainstream clients, rather than just the very wealthy, focusing on SMEs, private clients and family-owned businesses.
“MGA principal partner, Martin Goodrich, who will continue to oversee the delivery of high-quality financial solutions to clients, has been a leader in this field and his experience will inform and assist us as we roll out our Family Office offering,” said Mr Paule.
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