About Us
A focus on building long term relationships means our clients have a dedicated adviser to help them achieve their short and long term financial and lifestyle goals

Our People

Request a callback

Speak to one of our experts about a free consultation on (09) 306 5820, or email us at [email protected]. Organise a chat to discuss your needs, and together we can work out an effective custom solution. An adviser disclosure statement is available on request and free of charge .

Key Benefits

key benefits

A tailored solution

Findex’s areas of expertise include wealth management, risk insurance, lending services and general insurance. Whatever your objectives are we are well positioned to help you achieve your goals

key benefits

Your dedicated adviser

We know that clients have different financial needs, goals and complexities, and you need an adviser you can trust. In response to this, your adviser will work collaboratively to provide an individually tailored solution.

key benefits

The Family Office

Through our Family Office and servicing partners, we can provide clients with access to a range of experts, so you feel confident about your financial health.