Our Approach


Findex is a leading wealth management firm, providing clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed.

We place the interests of our clients first in everything we do. We are able to do this because Findex is not owned by a financial institution, bank, or insurer; so we work with you to help you find the best solutions for your lifestyle and personal circumstances. This gives our clients the confidence that comes from advice that is both expert and holistic. Finding the best solutions for your lifestyle and personal circumstances — this gives you the confidence that comes from advice that is both expert and holistic.

Finding the best solutions for your lifestyle and personal circumstances — this gives you the confidence that comes from advice that is both expert and holistic.