At Findex Adelaide, we’re here to provide a wide range of financial services designed to meet the specific needs of people and businesses in South Australia. Our office is located in the heart of Adelaide at Level 23, 91 King William Street, making it accessible for anyone in the area.
Whether you’re building your wealth, growing your business, or planning a secure retirement, our friendly and experienced team is ready to offer expert advice and solutions tailored just for you.
Level 23, 91 King William Street, Adelaide SA 5000
Phone: Hours:Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
At Findex Adelaide, we understand the diverse financial needs of local South Australians and offer a wide range of services to help you manage and grow your wealth, tailored to your personal and business needs.
For individuals and families, our wealth management services can help you with:
Tailored investment advice aligned to your unique goals and aspirations
Personal insurance solutions to help protect you and your family from life's unexpected challenges
Superannuation advice to help ensure your hard work pays off in the future
Retirement planning to give you confidence and financial security in the years ahead
Tax-efficient structures and asset protection
Estate planning to help ensure your wishes are fulfilled
Financial modelling to guide informed decisions
For business owners, we offer:
Business advisory services to improve operations and drive growth
Wealth building strategies to ensure every area of your life is working towards the future you want
Cloud-based accounting and payroll systems to make your business run more smoothly
Tax compliance support, including tax returns, activity statements, payroll tasks, and grant applications
Tax structuring services to keep your business protected and operating in the most tax-efficient way possible
At Findex Adelaide, we combine local knowledge with the resources of a national network to deliver top-quality service. Here’s why our clients trust us:
Comprehensive financial solutions: We offer a wide range of services, from tax advice and financial planning to business advisory and risk management, making it easy to manage all your financial needs in one place.
Tailored strategies: We know that everyone’s financial situation is different. Our advisors create customised plans that match your personal and business goals, providing practical and effective solutions.
Local knowledge, global resources: While we’re rooted in the Adelaide community, we also tap into a global network. This gives you the advantage of both local expertise and international insights for the best financial guidance.
Client-focused approach: We’re committed to building strong, long-term relationships based on trust. Our proactive advice helps you stay informed and make confident decisions about your financial future.
Level 23, 91 King William Street, Adelaide SA 5000
Phone: Hours:Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
Findex Adelaide offers a broad range of financial services including wealth management, financial planning, tax advice, business advisory, and accounting. We work with both individuals and business owners to provide tailored solutions across every stage of their financial journey.
We combine the personalised service of a local Adelaide team with the resources of a national network. This means your dedicated advisor can draw on specialists across tax, risk, investment research, and corporate finance, giving you coordinated advice rather than fragmented guidance from multiple providers.
Yes. Our financial advisors work with you to build a retirement plan tailored to your goals, timeline, and lifestyle. This includes superannuation advice, tax-efficient structures, and ongoing support as your circumstances change.
Yes. Our business advisory services in Adelaide cover everything from improving operations and managing cashflow to tax structuring, compliance support, and cloud-based accounting and payroll systems.
Yes. If your business requires a Chartered Accountant or Certified Practising Accountant, we can connect you with accredited professionals from within the Findex network.
A financial blueprint is a practical, personalised plan that outlines your financial goals and the strategies to achieve them. Rather than relying on individual financial products, it gives you a structured framework for making informed decisions over the long term. We recommend one for anyone looking to build wealth, plan for retirement, or protect their assets.
Yes. Our advisors can assist with estate planning to ensure your assets are protected and your wishes are fulfilled, including strategies that support family wealth management across generations.
Absolutely. We work with individuals, families, and business owners. Whether you need personal financial advice or support running and growing a business, our team has the expertise to help.
The first step is a conversation. We start by understanding your personal and financial objectives, then work with you to develop a plan that fits your situation. You can get in touch with our Adelaide team directly to arrange an initial discussion.
Level 23, 91 King William Street, Adelaide SA 5000
Phone: Hours:Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
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