Located in the cultural heart of Otago, Findex Dunedin provides comprehensive financial services designed to support individuals and businesses throughout the region. You’ll find our office at 44 York Place, right in Central Dunedin, and just a short stroll from the Octagon and Dunedin Railway Station. With easy access from surrounding suburbs like Mornington, Roslyn and North East Valley, our Dunedin office is centrally placed to serve clients across the wider community. Whether you’re a local business owner navigating growth or an individual planning your financial future, our team brings a strong mix of local knowledge and national support to help you make smart financial decisions.
Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
Mailing address:Findex Dunedin C/- Findex Mail Centre, Private Bag 90106, Invercargill 9840
At Findex Dunedin, we offer support that’s practical and personalised to the local market. Whether you’re running a business, building your investment portfolio, or preparing for retirement, our team is here to guide you through it.
For businesses, we provide advisory and accounting services that go beyond the numbers. From managing cash flow and tax obligations to long-term planning and business structuring, we set businesses up for sustainable growth.
If personal wealth is your focus, we work with you to create a strategy that suits your life stage and future goals. Our financial advisors help with investment planning, insurance, retirement preparation and estate strategies, ensuring your finances work for you, not the other way around.
At Findex Dunedin, we believe great financial advice starts with understanding your goals, your challenges, and the local environment in which you live and work. Our team works alongside you to develop solutions that are both strategic and personal.
We offer a broad suite of services in one place, from tax and accounting to wealth and financial planning. This means you get a streamlined experience, where your financial needs are considered from every angle, without having to coordinate between multiple providers.
Being based in Dunedin gives us a deep connection to the region and the people who drive it. But as part of a wider network, we also have national resources and technical expertise to support you if needed.
The Findex Dunedin team is made up of seasoned financial professionals with strong ties to the Otago region. Our advisors understand the needs of clients in sectors ranging from education and healthcare to property and professional services.
Our team is committed to continuous learning, always refining their skills and staying up to date with industry changes. This dedication means we can deliver timely, relevant and strategic advice.
Serving areas from central Dunedin to suburbs like St Clair, Roslyn and Mornington, we’re here to provide comprehensive, personalised financial support you can count on.
Monday - Friday 8.30am - 5pm. Closed on Public Holidays.
Mailing address:Findex Dunedin C/- Findex Mail Centre, Private Bag 90106, Invercargill 9840