About Us

Wealth Management


Lending Services

Wealth Management

Building a comfortable future doesn’t happen overnight – it may require taking a long-term view of where you want to be and developing a strategy to get there. Our advisers are here to help you develop a long-term plan and investment portfolio to help meet your current and future goals.

We’ll talk about your values, interests, financial and lifestyle goals for the short, medium and long-term. By understanding what you want to achieve, a personalised plan will be developed to help you get there.

Our priority is people, not products. That’s why our advice is always about your goals, your attitudes to investment and how to give you peace of mind. We’ll discuss with you what you need to maintain your lifestyle now to cover outgoings such as mortgage costs and school fees. And our focus will be on what you want to achieve for the future.

From a financial consultation to give you a health check of your current financial position or investment strategies, through to a comprehensive financial plan and ongoing advice, we can help you understand your choices and find the option that suits you.

Our complete range of services and advice gives you the peace of mind that all your accounting, financial advice and insurance needs are handled by specialists who work to understand your situation and objectives. We are here to help you manage and grow your wealth.


At Findex, we can tailor your investment portfolio to match your individual needs. Your adviser will take the time to understand your circumstances and priorities and work collaboratively with you to identify - and help achieve - your financial goals.

We recognise that our clients may have long-term objectives to build and preserve wealth. Consequently, our investment philosophy, and the strategies we implement, have been developed with a long-term view.

Our judgements are founded on detailed research and a scepticism born of long experience. Our research covers a spectrum of considerations, from analysis of the major forces which drive investment markets, down to detailed scrutiny of specific investment opportunities and assessment of the character of the people behind them.

After all, so long as risks are spread intelligently and the majority of our judgements are sound, we hope to produce successful long-term outcomes for clients.

The robust asset allocation, portfolio construction framework and investment selection process that we employ results in construction of investment portfolios that are better suited to clients’ real investment risks. The models we use to make changes to our target asset allocations are forward looking; however, we are also informed by the lessons of the past.

All of this ultimately results in fewer surprises for investors, ensuring you can start to effectively achieve your financial goals.


Wealth Management

Building a comfortable future doesn’t happen overnight – it may require taking a long-term view of where you want to be and developing a strategy to get there. Our advisers are here to help you develop a long-term plan and investment portfolio to help meet your current and future goals.

We’ll talk about your values, interests, financial and lifestyle goals for the short, medium and long-term. By understanding what you want to achieve, a personalised plan will be developed to help you get there.

Our priority is people, not products. That’s why our advice is always about your goals, your attitudes to investment and how to give you peace of mind. We’ll discuss with you what you need to maintain your lifestyle now to cover outgoings such as mortgage costs and school fees. And our focus will be on what you want to achieve for the future.

From a financial consultation to give you a health check of your current financial position or investment strategies, through to a comprehensive financial plan and ongoing advice, we can help you understand your choices and find the option that suits you.

Our complete range of services and advice gives you the peace of mind that all your accounting, financial advice and insurance needs are handled by specialists who work to understand your situation and objectives. We are here to help you manage and grow your wealth.

At Findex, we can tailor your investment portfolio to match your individual needs. Your adviser will take the time to understand your circumstances and priorities and work collaboratively with you to identify - and help achieve - your financial goals.

We recognise that our clients may have long-term objectives to build and preserve wealth. Consequently, our investment philosophy, and the strategies we implement, have been developed with a long-term view.

Our judgements are founded on detailed research and a scepticism born of long experience. Our research covers a spectrum of considerations, from analysis of the major forces which drive investment markets, down to detailed scrutiny of specific investment opportunities and assessment of the character of the people behind them.

After all, so long as risks are spread intelligently and the majority of our judgements are sound, we hope to produce successful long-term outcomes for clients.

The robust asset allocation, portfolio construction framework and investment selection process that we employ results in construction of investment portfolios that are better suited to clients’ real investment risks. The models we use to make changes to our target asset allocations are forward looking; however, we are also informed by the lessons of the past.

All of this ultimately results in fewer surprises for investors, ensuring you can start to effectively achieve your financial goals.