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A secure financial future starts with a plan
Our team of local wealth advisers can help you build a tailored financial plan to maximise the impact of your earnings and protect your wealth long term.
Building a holistic financial plan that grows and changes with you.
At any stage of life, but especially during your peak earning years, it’s important to identify what you are doing with your money and where you want to be long term.
Establishing a financial plan is a critical first step. Putting a plan in place when you’re younger can lead to significantly better outcomes at the end of your working life.
In fact, through financial modelling and making some assumptions around income, super balance and relationship status, we are able to show that a 49-year-old, earning $150,000 with a super balance of $215,000 could potentially grow their net assets by close to $240,000 between now and the age of 65 with financial planning.
A 35-year-old with an income of $100,000 per annum and a super balance of $50,000, has even more potential to increase their net assets through ongoing financial planning and could potentially reach age 65 with approximately $664,000 more [1].
We’re dedicated to helping you reach your financial goals through structured and tailored ongoing financial advice. We take a long-term view of where you want to be and develop a strategy to take you there. You’ll get a dedicated financial adviser, routine plan evaluations, life-long cash flow modelling, and ongoing portfolio management.
[1] The cost of doing nothing when preparing for retirement, May 2023
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Submit your form
Help us understand your needs. Your information will come directly to us, safe and secure.
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Our team will contact you
A Wealth Solutions Partner will contact you within a few business hours to discuss your needs and book in a complimentary Discovery Meeting.
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Complimentary Discovery meeting
Undertake your complimentary Discovery Meeting where we’ll go through your goals, objectives and priorities in detail, to get the best understanding of you and how we can help.
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We present our tailored Solutions to maximise your Wealth outcomes
Meet your team of experts who present our proposed Solution. Review and approve your action plan with recommended next steps and indicative pricing.
The Findex Investment Philosophy is simple. We focus on minimising the impact of market drawdowns to preserve your investment value and maximise returns. Our highly experienced Investment Committee utilises an established investment methodology to help ensure your portfolio is continually optimised for success.
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Grow
Rigorous analysis and consistent portfolio management to identify new growth opportunities to achieve high-quality returns.
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Preserve
Stringent portfolio construction and asset allocation to help maintain the value of your investments over time.
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Protect
Risk management, diversification techniques, and clear communication to guide you through the ever-changing financial landscape.
Connect locally with a trusted financial adviser to receive personalised support and growth strategies for every stage of your wealth creation journey.
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Personalised approach
At Findex, no two financial plans are the same. Our specialist teams take the time to understand your financial goals and find solutions uniquely tailored to you.
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Holistic support
Our comprehensive services cover everything from goal-setting and strategy development to portfolio implementation and ongoing monitoring to build you a plan that changes as your requirements do.
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Expert guidance
Every Findex adviser is supported by a large, experienced support team that works alongside your adviser to help ensure your affairs are managed efficiently and accurately.
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Performance driven
Our investment portfolios aim to consistently deliver strong returns whilst properly managing risk to ensure long-term growth and peace of mind.
Plan your way to a better future.
Connect with a local financial adviser to start your wealth creation journey today.
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