Findex Auckland

Our services



At Findex Auckland, we offer a range of professional services to support individuals, families, and businesses at every stage of their financial journey. Our integrated approach means you can access all your financial needs under one roof, delivered by experts who understand.

Business advisory & accounting

We work with Auckland’s diverse business community, from startups to established enterprises. providing strategic financial advice, accounting services and cashflow planning to help businesses grow.

Tax advisory

Our experienced tax consultants provide practical, up-to-date advice on New Zealand tax laws, helping you manage risk, maximise deductions, and stay compliant. 

Wealth management

For individuals and families seeking long-term financial security, our financial advisors can guide you through investment strategies, superannuation planning, retirement transitions and estate planning.

Financial planning

Our financial planning services focus on helping clients set realistic goals and build achievable plans. From buying a first home to setting up a business succession strategy, we help turn financial aspirations into action.

Corporate finance 

For growing Auckland-based businesses, we offer specialist advice in mergers, acquisitions, valuations, and succession planning, so you’re set up for long-term success.

Why work with Findex Auckland

When you partner with Findex Auckland, you gain a team that understands the local market. We offer a truly personalised approach to accounting, business advisory, and financial planning.

• All-in-one financial solutions: Managing your finances doesn’t need to be complicated. At Findex Auckland, we offer a complete suite of services from accounting and tax advice to investment planning and business consulting, so you can keep everything in one place.

• Tailored to you: Your financial goals are as individual as you are. That’s why we take the time to get to know you, your business and your aspirations. Our advice is customised, practical and designed to support your success at every stage.

• Locally grounded, nationally connected: As Auckland locals, we understand the city’s business culture, industries and economic drivers. But as part of one of Australasia’s leading advisory networks, we also bring the advantage of broader resources, tools and insights to every client relationship.

• Relationships that matter: We’re in it for the long haul. At Findex Auckland, our clients are at the centre of everything we do. Whether it’s a quick phone call or long-term planning support, you’ll always receive responsive service, clear advice, and a team that genuinely cares about helping you succeed.

The Findex Auckland team

Our Auckland team is made up of experienced professionals who bring together a diverse range of expertise across accounting, tax, business advisory and wealth management. With decades of combined experience in the New Zealand financial landscape, we understand the opportunities and challenges facing our clients, whether they’re navigating complex business structures or planning for a secure retirement.

We pride ourselves on building strong, personal relationships with our clients and staying up-to-date with all the latest industry trends, so you get the best advice.