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WEALTH MANAGEMENT FOR BUSINESS OWNERS

Aligning your business plan with your personal financial goals

Get coordinated solutions and pragmatic advice to help maximise your business' potential and build wealth for the future.

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NAVIGATING THE COMPLEXITIES OF BUSINESS OWNERSHIP

Financial planning for business owners is different.

Our expert advisers understand your unique challenges and can help you implement expert financial strategies that grow with you.

As a business owner, you invest significant time and energy in ensuring your business’s success. But what about your personal financial situation? Do you have a structured plan in place to help minimise risk, build wealth, and leave a legacy behind?

At Findex, we help business owners navigate their unique entrepreneurial journey, creating holistic financial plans that cover the entire business lifecycle, from tax and asset protection to retirement and business succession and everything in between.

Our financial advisers will develop a plan based on your personal wealth and business goals, working with you every step of the way to achieve them. They will work collaboratively to ensure you and your business are ahead of the game financially whilst also providing a stable, level-headed approach across your intertwined finances.

Let us help you create a roadmap for your financial future so you can focus on what matters most to you.

how it works

Fill out our secure form

It’s simple and takes less than 2 minutes to complete.

Chat to a Client Solutions Consultant

We’ll contact you within a few business hours to discuss your needs and set up a time for your complimentary Discovery Meeting.

Complimentary Discovery Meeting

Discuss your financial goals and priorities in detail with one of our qualified financial planners.

We present our tailored roadmap

Meet your team and review their proposed scope of advice along with recommended next steps and pricing.

OUR SCALE-WITH-YOU APPROACH

Wealth management solutions for every business life stage

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Business start up

  • Review of personal assets

  • Lending advice

  • Estate planning

  • Buy-sell agreements

  • Personal and business insurance

Growth phase

  • Superannuation (tax minimisation)

  • SMSFs and property purchases through super

  • Net asset and cashflow modeling

  • Advice on use of free cashflow to diversify wealth outside of your business

  • Investment funding and structuring advice

  • Investment solutions and portfolio management services

  • Borrowing to invest

Maturity

  • Updates to financial modelling

  • Business succession / Exit planning

  • Retirement planning

Business exit

  • Small business capital gains tax and super contribution advice

  • Portfolio management services for sale proceeds

  • Cashflow management for retirement

  • Helping the next generation

  • Philanthropic endeavours

PEACE OF MIND AT EVERY STEP

Navigate your personal and business financial journey with confidence.

See why over 250,000 Australians trust us to help them achieve their financial goals.

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OUR PRIVATE BUSINESS WEALTH CREATION PHILOSOPHY

Extracting value from your business to maximise your personal wealth position over the long term.

We know that many business owners lack the time or expertise to focus on their personal finances while managing a business. That is why we’ve developed a wealth creation philosophy for private business owners that will not only benefit your business' bottom line but will also help maximise your personal wealth creation.

Your Findex team will work together to implement integrated strategies across all areas of your personal and business financial portfolio. First, your team will meet to project forward and develop a plan based on your goals, risk tolerance, and stage of business. Following implementation, advisers will conduct scheduled performance reviews per the terms of your service agreement to maximise returns and growth.

Let us help you create a roadmap for your financial future so you can focus on what matters most to you.

WHY CHOOSE FINDEX

Connect locally with a trusted financial adviser who can provide a total wealth management solution 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 90+ 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.

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Take the stress out of coordinating your personal and business affairs.

Connect with our team to organise a complimentary, no-obligation meeting with your local Findex wealth adviser today.