Australian financial services firm Findex has announced a major restructure to its operating model and an associated rebranding to signal this change.
The move will allow the firm to broaden its service offering beyond wealth into risk, lending, accounting, tax, SMSF solutions, estate planning, succession and philanthropy.
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As part of the restructure, all businesses in the group will transition to a Family Office service model.
Businesses in the group that will now offer the new model include Crowe Horwath accountants in Australia and New Zealand, Centric Wealth, Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning; and the MOVO online investment advice portal.
Under the restructuring plan, all Findex brands will also now adopt the notation "Part of Findex" alongside their individual business logos.
Findex CEO Spiro Paule said: "In essence, the family office model is a holistic advisory vehicle for financial services.
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By GlobalData"We believe all of our clients, individuals and corporates, 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.
"Throughout our journey of growth we have adopted a multi-brand strategy and this branding exercise involves unifying and clarifying the Findex family membership.
Findex will now provide clients wealth protection and wealth building advice, as well as services relating to risk, lending, accounting, tax, specialist SMSF solutions, estate planning, succession and philanthropy.
