About Us

We provide uniquely tailored, integrated solutions for people, businesses, government organisations and institutions that transform and grow as their needs do. Our story began over thirty years ago with a vision to provide a holistic offering to help clients achieve their financial and lifestyle goals, in one place. Now, as one of Australasia’s leading integrated advisory firms, we pride ourselves on a high-touch, personalised approach to help our clients achieve their financial, professional and life goals. Through our 110 locations across New Zealand and Australia, we provide you with a single point of contact to oversee all your financial affairs, working collaboratively with others from within Findex and broader marketplace. Our scale allows us to offer competitive solutions from a location convenient to you, respond to international and national issues, while understanding and supporting local communities.