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
While the number of advisers switching tends to tick up at the end of the year, Padua Wealth Data reveals which business model sees the most adviser loyalty.
Private credit, auditor misconduct and super trustees have been listed among ASIC’s priorities as the regulator unveils its top focus points for the coming year.
Melbourne-based investment manager Woodbridge Capital has appointed an origination director for south-east Queensland, strengthening its foothold in the region as part of its national expansion strategy.
Barings has appointed a new head of Asia Pacific to succeed Duncan Robertson, who will retire after almost two decades with the firm.
