View all newsletters
Receive our newsletter – data, insights and analysis delivered to you
  1. News
  2. Company news
July 1, 2015updated 04 Apr 2017 1:39pm

Findex acquires Melbourne-based wealth advisory firms

Findex Group has acquired Melbourne-based private client accounting and wealth advisory firms Martin Goodrich and Associates (MGA) and Goodrich Financial Services.

By Verdict Staff

Findex Group has acquired Melbourne-based private client accounting and wealth advisory firms Martin Goodrich and Associates (MGA) and Goodrich Financial Services.

Findex Group, which recently bought national mid-tier Crowe Horwath, will relocate MGA to the Crowe Horwath’s Melbourne offices.

However, Findex said both will maintain their branding and positioning during a transition phase.

Findex CEO Spiro Paule said the Goodrich client offering was aligned with the Findex philosophy both in terms of the breadth of offering and rigid adherence to a non-aligned advisory model.

"Both entities are committed to a holistic financial services offering in the mode of a one-stop-shop for financial services and related advice, also known as a family office approach.

"MGA principal partner, Martin Goodrich, who will continue to oversee the delivery of high-quality financial solutions to clients, has been a leader in this field and his experience will inform and assist us as we roll out our family office offering," he added.

NEWSLETTER Sign up Tick the boxes of the newsletters you would like to receive. A weekly roundup of the latest news and analysis, sent every Wednesday. The industry's most comprehensive news and information delivered every month.
I consent to GlobalData UK Limited collecting my details provided via this form in accordance with the Privacy Policy
SUBSCRIBED

THANK YOU

Thank you for subscribing to Private Banker International