Findex Sydney provides personalised financial services tailored to the needs of Sydneysiders. Located at 1 O'Connell Street in the heart of the financial district, our office is just a short walk from Martin Place and Circular Quay, making it easily accessible for city professionals and suburban clients alike.
Whether you're navigating complex financial matters or planning for the future, our expert team is here to guide you every step of the way.
Level 24, 1 O'Connell Street, Sydney NSW 2000
Phone: Hours:Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
Mailing address:Findex Sydney, PO Box R1851 Royal Exchange, NSW 1225
At Findex Sydney, we understand that every financial journey is unique. Whether you are an individual building toward your future, a family protecting what matters most, or a business owner looking to grow, our team provides the expert guidance you need to make confident, well-informed decisions.
Our financial advisors in Sydney offer a comprehensive range of personal finance and wealth services, including:
Tailored investment advice aligned to your goals and risk profile
Superannuation and SMSF strategies to help maximise your retirement outcomes
Personal insurance solutions to help protect you and your family from life's uncertainties
Financial modelling and scenario planning to support major financial decisions
Comprehensive financial planning that evolves as your circumstances change
We take the time to understand your income, expenses, liabilities, and long-term priorities before developing a strategy that is both realistic and achievable. Whether you are planning for education costs, managing an inheritance, or preparing for retirement, our advisors bring the objectivity and insight needed to navigate complex decisions with clarity.
For business owners, our business advisory services in Sydney are designed to strengthen your operations and protect your future wealth. We support clients with:
Business structure and operational efficiency advice
Growth strategy and succession planning
Cloud-based accounting systems and payroll solutions
Grant identification and application support
Tax compliance, including tax returns, activity statements, and payroll obligations
We work closely with you to identify opportunities to improve performance and streamline processes, so your business is positioned to grow sustainably. From professionals in the CBD to business owners across suburbs like Parramatta, Chatswood, and Bondi, we understand the diverse needs of Sydney clients and tailor our approach accordingly.
Comprehensive services, one place. From wealth management and investment planning to tax advice, accounting, and risk management, we cover your entire financial picture under one roof. Having your financial, accounting, and advisory needs managed by one coordinated team means nothing gets overlooked and your strategy stays consistent.
Personalised strategies. Every client's situation is different. Our advisors develop a customised approach aligned to your specific personal and business objectives. Everything we recommend is designed to deliver practical, effective results for your unique circumstances.
Local knowledge, national backing. Our team is deeply integrated into the Sydney community and understands the local landscape, including market conditions, the regulatory environment, and the particular needs of Sydney-based businesses and families. At the same time, we draw on the resources and expertise of a national network, giving you the best of both worlds.
Client-first relationships. We are committed to building long-term relationships based on trust, transparency, and proactive support. Our team stays engaged with your situation so that when circumstances change, we are already prepared to help you adapt.
Our team is made up of experienced professionals who specialise in wealth management, financial planning, accounting, and business advisory services. We are committed to continuous development and staying ahead of industry changes, so the advice you receive is always relevant, current, and grounded in deep expertise.
We believe the best financial outcomes come from strong, ongoing relationships. Getting to know your situation, your goals, and your concerns allows us to provide guidance that genuinely makes a difference, not just at the point of a transaction, but over the long term.
Level 24, 1 O'Connell Street, Sydney NSW 2000
Phone: Hours:Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
Mailing address:Findex Sydney, PO Box R1851 Royal Exchange, NSW 1225
Findex Sydney provides a comprehensive range of financial services including wealth management, financial planning, investment advice, superannuation and SMSF strategies, personal insurance, accounting, tax compliance, and business advisory services. Whether you are an individual, a family, or a business owner, we have the expertise to support your financial goals.
How is Findex Sydney different from other financial advisors in Sydney?
We combine deep local knowledge of the Sydney market with the resources of a national network, giving you access to a broad range of expertise under one roof. Our financial advisors, accountants, and business advisors work as a coordinated team, so your strategy is always consistent and nothing falls through the cracks.
No. We work with clients at every stage of their financial journey, from those just starting to build wealth to high-net-worth individuals and established businesses. Our advisors tailor their approach to your specific situation and goals, regardless of where you are starting from.
Yes. Our financial advisors provide advice on a wide range of superannuation strategies, including self-managed super funds (SMSFs). We can help you understand your options, maximise your contributions, and structure your super in a way that supports a comfortable retirement.
A financial advisor helps you create and manage a strategy to meet your short and long-term financial goals. This can include investment planning, retirement preparation, tax efficiency, estate planning, insurance, and superannuation advice. At Findex Sydney, your advisor works alongside our accounting and business advisory teams to ensure every aspect of your finances is working together.
Our business advisory team works with Sydney business owners to improve operational efficiency, support growth and succession strategies, implement cloud-based accounting and payroll systems, and identify grant opportunities. We also provide tax compliance and tax structuring advice to ensure your business meets its obligations while operating as efficiently as possible.
Yes. Our accountants in Sydney work with both individuals and businesses. For individuals, this includes tax returns, investment income reporting, and financial record keeping. For businesses, we cover everything from bookkeeping and payroll to financial reporting, BAS preparation, and cash flow forecasting.
Yes. We work with businesses of all sizes, from sole traders and start-ups through to large corporations. Our business advisory and accounting teams tailor their support to the scale and complexity of your operation, so you get the right level of service without paying for what you do not need.
If you have questions about growing or protecting your wealth, are approaching retirement, have experienced a major life change such as starting a family or receiving an inheritance, or simply want more clarity and structure around your finances, speaking with a financial advisor is a worthwhile step. Our team is happy to have an initial conversation to help you understand whether and how we can add value to your situation.
Getting started is straightforward. Contact our Sydney team to arrange an initial consultation. We will take the time to understand your situation, answer your questions, and outline how our services can support your financial goals.
Level 24, 1 O'Connell Street, Sydney NSW 2000
Phone: Hours:Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
Mailing address:Findex Sydney, PO Box R1851 Royal Exchange, NSW 1225
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