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Wealth Management

Your investments, retirement and tax are connected, your advice should be too.

Decisions about your investments, retirement and super can impact your income and tax. Your financial adviser and accountant work on the same team, bringing both perspectives together so you can see how the choices connect before you decide.

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Wealth management built around your decisions, not our service lines.

Financial advice and accounting are often delivered separately. You discuss your retirement plans with a financial adviser, then the tax implications with an accountant, and you're left to join the dots yourself and work out how the advice fits together. Findex connects the two.

Take a common decision like when you should start drawing on your super. Your financial adviser works through the retirement income you'll need, which investments to draw on first and how long your savings might last. Your accountant considers the tax implications, including what changes if you keep working part‑time or sell an investment property along the way.

They work on the same team, so both perspectives inform your decision. The same approach applies when you receive an inheritance, restructure your investments or plan your estate.

That's whole‑picture advice.

What Wealth Management at Findex covers.

Whether you're reviewing your investments, planning retirement or thinking about what you'll leave to your family, explore the financial advice and wealth management services available through Findex.

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Financial Planning Advice

Work through your financial position, income needs and longer-term goals.

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Investment Advice

Look at investment options alongside your income, your plans and the risk you're comfortable with.

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Superannuation Advice

Your super options, including whether a self-managed super fund suits you.

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Retirement Planning and Pension Advice

Plan when you could retire, the income you may need and how your super and investments could provide it.

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Personal Insurance

Cover that could help protect you and the people who depend on you.

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Estate Planning

Plan how you want your wealth passed on.

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Aged Care Financial Advice

Understand the financial decisions involved when you or a family member needs aged care.

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Structures for Tax Efficiency and Asset Protection

How your assets are held, with your accountant working out the tax on each option.

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Financial Modelling

See how different choices could play out over time before you commit.

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What you're building in your business should work for you, too.

For many business owners, much of your wealth is tied up in the business. Decisions about reinvesting profits, contributing to super or eventually selling can shape both its future and your own.

Findex connects accounting and financial advice, so you can consider what each decision could mean for the value you're building in your business and the wealth you're building outside it.

Explore Accounting and Business Advisory

A local adviser, with the whole firm behind them.

Knowing the person you're dealing with matters. So does knowing they can bring in more expertise when your circumstances get more complex.

Findex has offices across Australia and New Zealand, in regional communities as well as cities.

Your adviser can bring in specialists from across the firm when a decision calls for them so you get a direct relationship, backed by a larger firm. Behind your adviser sit a dedicated investment research function, a specialist investment team and an investment committee.

Findex in numbers

  • 39Years
  • $28+ billionFunds under management, administration and advice
  • 90+Locations across Australia
    and New Zealand
  • 250,000+Clients

Hear from people we've helped.

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
My financial planner has taken the time to get to know me, what my plans are, and the best way for me to achieve them. He is always there if I have questions and he explains things to me in a way that I can understand.
Fiona Robb

Start with the decision in front of you.

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You don't need to have everything worked out before you get in touch. The question you've been putting off is often a good place to begin.

  1. Tell us what's on your mind

    It might be an investment decision, an inheritance, selling a property or working out when you can afford to stop work.

  2. Talk through what you need

    An experienced adviser in the room from the first meeting. Speak with a Findex adviser about your circumstances, the advice you're after and what might be involved. Ask about the scope and cost, so you can decide whether it's right for you.

  3. Decide what happens next

    You don't need to move everything across to start a conversation. You can begin with one decision, especially if you have arrangements that already work for you. What happens after that is your choice.

Your questions about Wealth Management at Findex, answered.

What's the difference between wealth management and financial planning?

Financial Planning is one part of Wealth Management at Findex. It helps you work through your financial position, income, investments and future goals.

Wealth Management covers the other areas of advice that affect your personal wealth too, including super, retirement, investments, insurance and estate planning.

Your financial adviser also works with an accountant on the same team, so the tax on each decision can be worked out alongside your plan. Read more on the Financial Planning Advice page.

Do I need financial advice if I already manage my own investments?

You may be comfortable making your own investment decisions, and there's no reason to dismiss the knowledge you've built.

Advice can help most when one decision starts to affect several parts of your finances. Drawing on super, selling an investment or changing how your assets are held can change your income, your tax and your longer-term plans.

Your financial adviser and your accountant can work through those effects with you, together. You still make the decision, with a fuller understanding of what it could mean.

How much does financial advice cost?

It depends on the advice and the work involved. Before you go ahead, ask what's included, what it will cost and how the fees will be set out, so you can weigh up whether the advice is right for your circumstances. Book a complimentary Discovery Meeting with a Findex advisor to learn more.

Can Findex help me plan for retirement?

Yes. Retirement planning can look at when you might retire, how much income you'll need, your super and investments, and your options for drawing on them.

Your financial adviser can work with a Findex accountant on the tax for each option as part of that planning. If you run a self-managed super fund, Findex also provides SMSF Administration and Advisory.

I already have an accountant. Can I use Findex for financial advice only?

Yes. You can start with advice about your personal finances and keep your existing accounting arrangements.

If you'd like your accounting and wealth advice handled by the same Findex team later, we can explain how that works.

How do I find a Findex financial adviser near me?

Findex has 90+ locations across Australia and New Zealand. Use the office finder to search for one near you, or contact us and we'll help you find an adviser near you.

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What's the next financial decision on your mind?

Whether you're planning for retirement, reviewing your investments, receiving an inheritance or thinking of selling a business, start with a conversation. Tell us what you're weighing up, and we'll put you in touch with a Findex adviser near you.

Book a conversation

Better connected advice.Accounting and Wealth as one.