Australian financial advisory firm Findex has introduced an integrated wealth management service, dubbed Family Office, for individuals and businesses of all sizes.
The new offering, which resembles traditional family office, will provide a single point of contact for all aspects of wealth management including tax, risk consulting, lending, insurance, SMSF, audit and business advisory.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The service, according to the company, will remove disjointed, expensive advice usually offered to businesses. It will also eliminate the need to liaise with multiple partners and principals at a single firm to access those services.
Findex CEO 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. As Australia's largest diversified advisory firm, we're uniquely placed to deliver value across all aspects of our clients' financial needs."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
