Findex

Findex Findex is Australasia's leading provider of integrated financial advisory and accounting services.

With a vision to ‘revolutionise wealth and empower ambition’, Findex delivers comprehensive advice across the full spectrum of financial services, facilitated through its Family Office approach. At the cornerstone of this approach are four prominent and embedded beliefs; relationships and technology, holistic advice, continuous evolution, and a one best way process. It is an amalgamation of these

beliefs which has positioned Findex as the pre-eminent, privately owned thought leader in the financial advisory and accountancy space. Boasting a wide and strategically dispersed presence across Australia and New Zealand, Findex is passionate about ensuring clients are provided access to the very best expertise they need, and robust financial solutions that will ultimately see them through their entire business journey.

The 2026 FBT return deadline is coming up fast. If you're not across the latest updates or just want to make sure you're...
15/04/2026

The 2026 FBT return deadline is coming up fast. If you're not across the latest updates or just want to make sure you're getting it right, we're hosting a free 60-minute webinar to walk you through exactly what you need to know for 2026.

Bring your questions, our experts will answer them live - https://ap1.hubs.ly/y0Ljjd0

Our 2027 graduate and trainee opportunities have opened! Why should you start your career in finance with us? - Hands-on...
10/03/2026

Our 2027 graduate and trainee opportunities have opened!

Why should you start your career in finance with us?
- Hands-on experience
- Real client exposure
- Support you need to build your confidence from day one.

Not sure where in finance you want to go? That’s completely normal. Our programs give you the flexibility to explore service lines, and with 90+ locations across Australia and New Zealand, your future could start anywhere.

Opportunities across New Zealand: https://ap1.hubs.ly/y0G0vh0

What does financial advice actually involve, and could it help you move closer to the future you want?Find out in 60 min...
08/03/2026

What does financial advice actually involve, and could it help you move closer to the future you want?

Find out in 60 minutes with two of our experienced wealth advisers.

What you’ll learn:
• What financial advice really involves and who it’s for
• How to know if you’re on track for the future you want
• Signs it might be time to get advice
• What to expect from a first conversation with an adviser

Plus, you’ll have the chance to ask your questions during a live Q&A with experienced wealth advisers.

Find out more and register: https://ap1.hubs.ly/y0FC6j0

Running a business in 2026 is about making the right decisions at the right time. Easier said than done. So we asked Aus...
27/02/2026

Running a business in 2026 is about making the right decisions at the right time.
Easier said than done.

So we asked Australian business owners what’s really driving their decisions this year.

- Only 27% feel well prepared for the decisions ahead
- Regional businesses face more barriers
- Strategic advice is the #1 unmet need

Location, access to advice, and economic pressure are all influencing how confident business owners feel about growing, investing and planning ahead.

If you run a business, take a read - https://ap1.hubs.ly/y0Dtvz0

As the year comes to a close, we want to say thank you. To our clients, our communities, and our people, your trust mean...
19/12/2025

As the year comes to a close, we want to say thank you. To our clients, our communities, and our people, your trust means everything to us. Wishing you a safe, restful and joyful holiday season.

Australia’s aged-care system is changing from 1 November 2025.The reforms are designed to make things fairer, more trans...
31/10/2025

Australia’s aged-care system is changing from 1 November 2025.

The reforms are designed to make things fairer, more transparent and sustainable, but they also mean the way fees, means-testing and accommodation work will reset for many entering care.

If you or someone you know is planning aged care, either now or in the near future, it’s critical to understand:
- What the new fee names mean (e.g., Hotelling Contribution, Non-Clinical Care Contribution)
- The new caps on contributions to watch out for
- That clinical care will now be fully government-funded (a major shift!)

What you need to know: https://ap1.hubs.ly/y0mG1F0

Not sure what financial advice actually is, or if it’s worth it?And how do you know when the right time is to get starte...
08/09/2025

Not sure what financial advice actually is, or if it’s worth it?
And how do you know when the right time is to get started?

If you’ve been curious but never taken the next step, this free 60-minute webinar is the perfect place to start. We’ll break it down in simple terms, show you how advice could help, and give you the clarity to decide if it’s right for you.

Wednesday 17 September, 12pm AEST.
Find out more & register here: https://bit.ly/4g7nFud

04/09/2025

What if you ignored the noise and focused on what really matters to you in retirement?

Whether you’ve got $1,000 or $50,000 stashed away, keeping it in cash means your money is losing value to inflation.As F...
06/08/2025

Whether you’ve got $1,000 or $50,000 stashed away, keeping it in cash means your money is losing value to inflation.

As Findex Wealth Adviser Sosha Jay told The Sydney Morning Herald, “Diversification is essential – spreading your investment across different asset classes, sectors or geographies can reduce risk and help achieve more consistent returns.”

No matter your starting amount, there are smart investment options available.
Read the full SMH article online:

Cash gives Australians a sense of security amid economic volatility. Here’s how to invest it to achieve a decent return instead.

30/07/2025

Will Gen Z ever retire?
Every generation worries about outliving their money, but Gen Z has the biggest advantage: time.

With decades ahead to build financial security, how should they be thinking about retirement today?

Hear what our Findex Advisors have to say in our latest YouTube video - https://bit.ly/45qcuJ7

Scam alert: Fake ASIC renewal notices. We’ve been made aware of a scam involving a company called Registration Pty Ltd t...
15/07/2025

Scam alert: Fake ASIC renewal notices.

We’ve been made aware of a scam involving a company called Registration Pty Ltd targeting business owners with official-looking notices requesting early payment of ASIC fees.

These scammers are lodging ASIC forms to appoint themselves as your ASIC agent, without your permission, and gaining access to your sensitive company information.

If you receive a suspicious letter or email about renewing your company registration, do not pay and do not respond. Contact us or ASIC directly to confirm its legitimacy.

Big congratulations to our 33 newly appointed Partners across Australia and New Zealand.We’re proud to recognise the tal...
02/07/2025

Big congratulations to our 33 newly appointed Partners across Australia and New Zealand.

We’re proud to recognise the talent growing within Findex, people who bring passion, expertise, and a real commitment to supporting our clients and communities.

https://bit.ly/4l2zV0L

Address

Level 42/600 Bourke Street
Melbourne, VIC
3000

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