Financial Index Wealth Accountants Pty Ltd
Findex looks to bring Family Office to Adelaide market
Findex business, Prescott Securities - Adelaide’s leading financial advisory and stockbroking firm - has announced the appointment of Adelaide financial services professional Malcolm Caire to head the group as it significantly widens its service offering.
As Manager and Head of Advisory Services, Caire will oversee the introduction of a Family Office service for all Prescott Securities clients in response to the increasing demand for a broader range of financial services.
The extract below is taken from AccountantsDaily.
Advice and stockbroking firm Prescott Securities will move into the accounting space after the appointment of an SMSF specialist as its new head of advisory.
Malcolm Caire, formerly of Bendigo Bank and Equity Trustees, will join the Adelaide-based firm, which is part of the Findex stable.
Mr Caire announced the introduction of a family office service for all Prescott Securities clients, while also flagging a range of new offerings, most notably accounting.
“As part of this innovation, the additional services will be available at a significantly more attractive fee structure than on offer from other external sources, with accounting likely to be the first major offering as we move forward.
“Now that Prescott Securities is part of the larger Findex group, all our clients and their children will benefit from the option of having more of their financial needs managed and delivered by their trusted advisory firm as we roll-out extended service offerings,” he added.
Mr Caire noted that a family office offering was the “ultimate embodiment” of a holistic approach to servicing clients, and established a strong essence of trust.
“We know from our experience if one has a trusted relationship with a firm or professional that the provision of further related services from this source is both valued and welcomed.
“This is the foundation of the concept of family office or one-stop shop offering,” Mr Caire concluded.
View the published article online here.