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 the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders.
Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabilities, and a passive model portfolio suite.
When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year.