Findex has acquired Martin Goodrich and Associates (MGA) and Goodrich Financial Services, a private client accounting and wealth advisory firm which has been operating in Melbourne for over 25 years.
The Goodrich practices will move to the Crowe Horwath Melbourne offices but maintain their branding and positioning during a transition phase.
Spiro Paule, chief executive of the Findex Group, said MGA is perfectly aligned with the Findex philosophy and will substantially strengthen Crowe Horwath’s Melbourne offering.
“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," he said.
“MGA have been one of the pioneers in offering a complete Family Office service to mainstream clients, rather than just the very wealthy, focusing on SMEs, private clients and family-owned businesses.
“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,” said Mr Paule.
Mr Goodrich said he is excited to join Crowe Howrath and take advantage of the resources and experience on offer, insisting it is important that wealth advisory firms continue to innovate and offer a greater array of services to their clients to best guide them through the many complex challenges they face.
“To do this sustainably, it became apparent the best solution was to partner with a like-minded organisation such as Findex that offers complementary skills with a focus on wealth accounting and family office advisory – a practice initiative that we introduced at the inception of our practice over twenty-five years ago," he said.
“Both our firms share a vision of providing a ‘one-stop’ solution to our clients’ financial needs and bring specialist taxation and business advice to our existing services of financial planning, superannuation, investment, lending and insurance to our clients.
“Our clients will now have in-house access to a full range of specialist accounting professionals in addition to core accounting services and wealth management competencies. This also means the availability of an extended range of services including self-managed superannuation administration, life insurance, loan origination, general insurance, corporate benefits and family office advisory and estate planning for all our clients,” Mr Goodrich said.