At Findex, we don’t just offer financial advice and integrated services; we provide a partnership designed to grow, secure, and protect your future. Founded in 1987 by two brothers with a vision for a more unified approach to financial services, Findex has since become one of the largest accounting providers in Australasia, with a focus on scaled-up wealth management to support your financial aspirations.
From our early days, Findex has continually evolved, expanding geographically and broadening the scope of our services. Key acquisitions have driven our growth—Crowe Horwath (2015) unlocked access to a global network of specialists through Crowe Global, while Centric Wealth (2014) further enhanced our Wealth Management offering. These strategic moves established us as a market leader, enabling us to deliver integrated financial solutions tailored specifically to individuals, high-net-worth clients, businesses, and corporate entities. By combining global expertise with deep local insights, we consistently deliver exceptional value to our clients.
Today, with over 2,500 staff and more than 100 offices across Australia and New Zealand, Findex offers local expertise with global capability.
Our mission is simple: to have a meaningful and lasting impact on the clients and communities we serve. We are committed to delivering integrated financial advice backed by broad expertise, strong community relationships, and leading-edge technology.
We believe in making high-quality financial services accessible to everyone, regardless of location. Whether you’re an individual planning for retirement, a small business owner looking to grow, or a corporate entity managing complex challenges, our team is equipped to help you navigate your financial journey. Our advisors are by your side at every step, offering personalised solutions designed to evolve with your needs and objectives.
Beyond financial services, we are deeply invested in the well-being of the communities we serve. The Findex Community Fund, established in 2018, supports charitable initiatives in health, education, and community resilience. To date, we've donated $4.1 million to help fund these causes, while also encouraging employee volunteerism to create a lasting positive impact.
When you partner with Findex, you’re partnering with a team dedicated to understanding your goals, your values, and your financial aspirations. Whether it’s wealth creation, business growth, or succession planning, we are here to guide you with comprehensive strategies and forward-thinking advice. Together, we’ll create a financial future that supports your vision and enables you to face the future with confidence.
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