Findex clients will gain access to their own “office” of financial and business advisory specialists for their personal and business affairs in this new offering. Their adviser will act as a single point of contact and provide access an expanded suite of services under one umbrella.
These range from tax to wealth management, risk consulting, lending, insurance, self-managed superannuation, audit and assurance, management consulting, business advisory and more.
“The offering builds on the back of the traditional family office, a suite of advisers and specialists to manage personal and business wealth that has traditionally been the realm of the super-wealthy and family-owned empires,” Findex said in a release this week.
The service was launched in conjunction with Findex’s rollout of its new technology platform. Chief executive Spiro Paule told AccountantsDaily the platform combines all of Findex’s current databases and applications and allows them connect in real time.
“This allows us to put all of the data of clients into one view. We can then analyse their affairs and start to add all of the services we should be offering to them. This is achieved by analysing the gaps and opportunities in their affairs,” he said.
Further, Findex will continue to work towards completing its ‘Agriculture Innovation Project’, drawing attention to the importance of the agriculture sector to the Australian economy, as well as its valuable export benefits.
The campaign with the National Farmers’ Federation will also see Findex partner with the Victorian government to push for stronger innovation and development within the agricultural industry.
“We are running an agricultural technology incubator hub out of Melbourne, which is looking to find the best innovative ideas in agriculture and take them through to commercialisation and fully fund it with venture capital,” Mr Paule said.