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
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.