In the coastal town of Yamba, our Findex team delivers personalised financial advice to support the local community's needs. You’ll find us at 5/30 Coldstream Street, in the town centre and just minutes from the marina, Yamba Golf & Country Club, boutique shops and local cafés. Whether you're navigating business growth, planning for retirement, or building your wealth, Findex Yamba offers practical advice backed by national resources and regional expertise.
5/30 Coldstream Street, Yamba NSW 2464
Phone: Hours:Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
At Findex Yamba, we understand that financial goals look different for everyone, especially in a regional community where business, lifestyle and personal priorities often go hand in hand. That’s why we offer a wide range of services to support you, whether you're a small business owner, retiree, investor, or working professional.
We provide practical support for businesses through tax, accounting and advisory services. From helping meet compliance requirements to growth planning, our team partners with you to help keep your business moving forward.
Our wealth management and financial planning services are designed to help you make the most of what you’ve earned and build a secure future. Whether you’re managing superannuation, investing for growth, or planning for retirement, we’ll guide you.
With access to the national Findex network, our local team can offer both community-focused advice and broader financial expertise.
At Findex Yamba, we’re proud to deliver big-picture financial services with the personalised approach of a local team. Here’s what makes us the trusted choice:
All-in-one financial support: We offer a complete suite of services so you can manage your finances in one place, with one trusted team.
Advice that fits your lifestyle: We take the time to understand your personal and professional goals. Our advice is always tailored to your unique circumstances.
Local insight, national strength: Our Yamba team knows the local economy, industries and community values. And as part of the broader Findex network, we also provide access to wide-ranging expertise and national resources when you need them.
Relationships that last: We believe in building long-term connections, not just offering one-off solutions. Our approachable, down-to-earth team is here to support you every step of the way.
The Findex Yamba team is a close-knit group of professionals with strong ties to the local community. We work with a diverse mix of clients, from small business owners and retirees to investors and tradespeople, delivering advice that’s tailored to local needs.
All of our advisors are committed to staying current with evolving regulations, market trends and industry best practices. What makes our team stand out is our genuine passion for helping clients succeed.
We work with clients from across the Clarence Valley, including Maclean, Angourie and Iluka, providing financial guidance that reflects the unique opportunities and lifestyle of the area.
5/30 Coldstream Street, Yamba NSW 2464
Phone: Hours:Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
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