Findex to launch as new brand to capture growing SME market

Crowe Horwath New Zealand, a subsidiary of Australia’s largest privately-owned financial services firm Findex, is taking on the brand of its parent with all branches across the country bearing the name from today.

Along with now being known nationwide as Findex New Zealand, the local company is introducing a new way of working dubbed ‘The Family Office’, says Auckland Managing Partner Jeremy Curragh. “This is an exciting development which has enabled us to realign strategically and increase our focus on the delivery of the services our customers expect from us. It also reflects a cultural commitment to doing business in a way that New Zealanders appreciate with a focus on the family,” says Curragh.

Findex acquired Crowe Horwath’s Australia and New Zealand business in 2015, adding a network of 110 offices and more than 28,000 staff members to its stable of financial services brands. In New Zealand, Findex has 25 offices from Auckland right down to Invercargill in the South. The company has a predominant focus on servicing small and medium businesses, a category into which 97 percent of the country’s nearly 500,000 companies fall. It also services larger enterprises and has a substantial service offering for the agribusiness industry.

The Family Office concept is designed to accurately deliver services as individuals and businesses move through the financial lifecycle, explains Curragh. “That cycle is to Create, Grow, Protect and Transfer wealth; as our customers move through this cycle, Findex is there every step of the way with the right advice and the right skills. With an integrated solution and a single point of contact for all financial affairs, we’re committed to becoming long-term partners in every customer’s success.”

Findex services provided in the lifecycle include Advisory, Wealth Management, Payroll, Human Resources, Specialist Tax, Accounting, Lending, Risk Insurance and other specialist services.

Former Managing Partner in the Auckland office Paul Moodie has relocated to the South Island. “The cultural realignment project in Auckland which dovetails with the rebrand and internally introduces the Family Office concept is complete; in shifting back South, I’m looking forward to reconnecting with my clients in a new role in our Performance Consulting team,” says Moodie.

At an international level, Findex is seeking to better interconnect existing service lines offered across the wider group – ranging from Superannuation and Portfolio Management, through to Personal Income Tax solutions, providing a leading service across its existing significant regional and metro networks.

Melbourne-based founder and CEO of Findex Spiro Paule says the company has always been about innovative service delivery in support of small business growth. “We see ourselves as an example of what’s possible for a small business if you bring in the right expertise to help you grow,” he comments, reflecting on the expansion of Findex from a garage to a multinational. “This project is focused on providing the most forward-thinking service and expertise for our existing clients, and our new ones.”

He adds that bringing Findex under one name builds team spirit and client confidence. “We’re able to bring our services and teams closer together even with the vastness of our office network. And that supports quality delivery, no matter which Findex office our customers engage with.”

All existing 110 office locations across the Findex network are being rebranded throughout April, as the brand builds its presence across regional Australia and New Zealand. Findex will continue to operate its broader ecosystem of financial investments and networks, including SproutX, as further support for regional startups continues.

Findex’s existing affiliation with Crowe International will also continue, with offices in both Australia & New Zealand continuing to operate corporate service lines under the Crowe Horwath Australia & New Zealand name. Existing clients under Audit Services remain able to access all services offered locally.


Leandri Smith – The Mail Room Communications

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