Revolutionising wealth, empowering ambition

Helping you on the path to realising your financial goals

Our Beliefs

Holistic Service Offering

Through specialist knowledge and world class resources, we have the ability to deliver the full spectrum of financial services under the one roof. Our integrated approach ensures every client is provided with a tailored solution to meet their individual needs.

Intersection of Relationships & Technology

As we enter the big data era, understanding clients and using technology to do so is increasingly important. By arming our people with the necessary digital tools, we can transform the financial services experience for our clients, whilst extending their access to higher quality services.

Continuous Evolution

We’re constantly looking at ways to engender innovation, and we nurture best practice when we find it. In a rapidly changing environment, it’s important we keep an open mind to all facets of business operations, and never stop questioning how we can improve the client experience.

A ‘One Best Way’ Approach

The quality of service we provide is a reflection of what we stand for, which is why we’ve built a solid foundation of best practice operations – one best way. Uniform principles coupled with specialist skills is a potent combination, allowing us to unlock the key to an exceptional client experience.

Integrated Advisory

An integrated approach to financial solutions

A key relationship manager

Holistic suite of financial services

A complete view of your finances

Covers all stages of a client's financial journey


The Family Office

In partnership with Crowe Horwath New Zealand

Findex is a global leader in providing a wholly-integrated Family Office service to businesses and individuals. With access to 110 offices throughout Australasia, we have the diversity of skills and resources to identify with the local opportunities — and challenges — you face.

Our Footprint

With a large geographical presence, we are strategically dispersed across Australia and New Zealand.

Our significant investment expertise in financial services means we are the largest provider of holistic wealth investment advice.

Necessary scale provides significant buying power, allowing us to offer competitive solutions and ‘best practice’ services for our clients.