Findex unites business units under one roof
Financial Index Wealth Accountants (Findex) has restructured its operations and begun a rebranding exercise to reflect its comprehensive services offering.
The “family office” initiative will reflect the group’s position as a one-stop shop for financial products including wealth advice, accounting and tax, and related services.
It follows a string of acquisitions – more than 45 since 2000 – that have transformed the Melbourne-based company into one of the biggest financial and accounting services providers, with more than $21 billion of funds under management.
“In essence, the family office model is a holistic advisory vehicle for financial services,” CEO Spiro Paule said.
“We believe all of our clients… regardless of their size, structure or means should have access to the advantages of a family office – that is, having their financial servicing needs met from a single point of contact in their trusted financial adviser.”
Under the rebrand Findex’s stable of companies will feature the phrase “Part of Findex” alongside their logos.
“The essence of the Findex brand is an organisation-wide commitment to revolutionising financial services and empowering the ambition of our clients,” Mr Paule said.
Findex-owned companies include Centric Wealth, Crowe Horwath Australasia, Movo Online Financial Advice, Prescott Securities and Civic Financial Planning.