Findex launches Family Office
Findex has launched a one-stop financial services offering, Family Office, for individuals and businesses to remove disjointed and expensive advice usually offered to businesses.
The accountancy and financial advisory firm clients' adviser will act as a single point of contact and provide access to an expanded suite of services under one umbrella.
These services include tax, wealth management risk consulting, lending, insurance, self-managed superannuation, audit and assurance, management consulting, and business advisory.
Findex chief executive, Spiro Paule, said in the past only high net worth individuals and businesses had access to family office-style services.
"After building a company with more than 1,800 advisers in key financial areas, we can make this advice and service accessible to individuals and businesses of all sizes, giving them the same services and quality advice at an affordable cost," Paule said.
"As Australia's largest diversified advisory firm, we're uniquely placed to deliver value across all aspects of our clients' financial needs."
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
