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Minimise risks while maximising tax efficiency
Do you know that taxes impact nearly every aspect of financial planning? Get expert advice from our tax and asset protection specialists to help secure your wealth.
You’ve worked hard to grow your wealth and build a portfolio of assets and investments.
Too hard to lose it to unforeseen circumstances or poor tax planning.
At Findex, we work with you to help proactively minimise your risk exposure and preserve what you’ve built, utilising legal structures and strategies.
Our asset protection and tax advisory experts can help you better understand your risks and identify the best structures to reduce your tax debts and safeguard your assets.
We do this by collaboratively establishing and maintaining a personalised portfolio of tax-efficient structures like family or property trusts, companies, and self-managed super funds. With the right combination of expert planning and strategy, we can help you effectively build, protect, and transfer your wealth to future generations.
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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.
Working with Findex’s tax and asset protection specialists.
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A personalised, flexible approach.
We’ll create a customised plan designed to strategically adapt as circumstances change.
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Comprehensive advisory services.
Our full suite of advisory solutions can help you build a complete tax, financial, and investment plan.
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One point of contact.
We’ll provide you with a dedicated tax specialist who will get to know you and will understand your specific needs.
Don’t let unforeseen circumstances or poor tax planning erode your wealth.
Learn how to navigate the ever-evolving tax landscape and implement strategies to safeguard your financial future.
Connect with a trusted adviser who can provide tax and asset protection advice uniquely tailored to you.
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Personalised for your unique needs
We seek to understand your individual goals, objectives, needs, and values.
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Over 100+ locations
With offices across Australia, we can service clients from anywhere.
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No hidden costs
We pride ourselves on ensuring that our clients understand and have full transparency of all costs.
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A total wealth management solution
We provide a comprehensive range of services and advice to help you manage, protect, and grow your wealth.
Get expert advice for your financial goals.
Don’t lose the wealth you’ve worked so hard to build. Preserve it today.
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