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With $17 billion of assets under advice, Findex’s model portfolios have consistently outperformed benchmarks for over a decade*, a testament to our expertise and commitment to delivering consistent results.
Guided by a rigorous governance framework, the Findex Investment Committee ensures the highest standards of accountability and transparency. Composed of advisers, management representatives, researchers, and three independent members, including a client advocate, we prioritise your best interests at every stage of the investment journey.
Our personalised, comprehensive service, covers everything from advice to implementation and administration so you can focus on what matters most. Let us be your trusted partner on your path to a secure financial future.
*Comparison of Findex Listed Growth (60-80% growth) portfolio to Morningstar Multi-Sector Growth universe. Data current 30 September 2021. Performance is net of investment manager fees and Macro Thematic Fund fees, but gross of any financial advice and/or platform fees. Past performance is not an indication of future performance.
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The Findex Investment Philosophy is simple. We focus on minimising the impact of market drawdowns with an aim 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.
Rigorous analysis and consistent portfolio management help us identify new opportunities for growth with the objective of achieving high-quality returns.
Stringent portfolio construction and asset allocation to help maintain the value of your investments over time.
Risk management, diversification techniques, and clear communication underpin our commitment to security and transparency.
Connect with a trusted financial adviser who can provide personalised support and consistent growth at every stage of your wealth journey.
Our investment approach is not a one-size-fits-all solution. Our specialist teams take the time to understand your financial goals and find solutions uniquely tailored to you.
Our comprehensive services cover everything from goal-setting and strategy development to portfolio implementation and ongoing monitoring, helping to ensure your investments are optimised to meet your long-term goals.
Every Findex adviser is supported by our highly experienced investment team, who work with globally renowned investment managers and consultants.
Our investment portfolios aim to consistently deliver strong returns for our clients.
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The information in this article is of a general nature only and does not take into account your objectives, financial situation, or needs. This performance data is historical data only and relates to the Findex model portfolio, which is operated on various Administrative platforms. Clients should be aware that the details of the Findex model portfolio may change from time to time and are subject to the factors set out below. Clients should keep this in mind when considering the example performance data. Findex models underlying managers performance data and calculations have been performed using Morningstar Direct. Morningstar Multisector Composite is an average of returns of funds within Morningstar with an allocation to growth assets as follows: Moderate (20-40% Growth), Balanced (40-60% Growth), Growth (60-80% Growth), and Aggressive (>80% Growth). Past performance is not an indication of future performance. Future performance and return of capital is not guaranteed. You should consider whether the information is suitable for you. Before you make any decisions in relation to a financial product, you should read the relevant Product Disclosure Statement (PDS), Information Statement, or Target Market Determination (TMD) and seek personal financial advice. For a full copy of our disclaimer, please refer to the Disclaimer and Disclosure link in the section below.