Wealth Solutions

When it comes to providing professional financial advice for individuals and families, we understand the importance of personalised service. That’s why all advice provided by our accredited advisers is based upon a careful analysis of our clients’ specific needs and objectives.

A detailed look at our services

Strategic Financial Advice
Wealth Accumulation Strategies
Estate Planning
Strategic Financial Advice

Personalised Financial Service

When it comes to providing professional advice for individuals and families, we understand the importance of personalised service. That’s why all advice provided by our accredited advisers is based upon a careful analysis of our clients’ specific needs and objectives.

  • Superannuation & SMSF
  • Risk Management
  • Investments
  • Retirement
  • Estate Planning
  • Taxation

Corporate Advisory Services

At Financial Index, we also provide an ample range of services for corporate, professional and business clients. Depending on your needs, our advisers can assist you with deciding upon the most efficient trading and investment structures for your business, including better tax planning and asset protection, as well as Group Superannuation and Group Risk product services.

Our main areas of expertise include

  • Tax Planning
  • Asset Protection
  • Group Super
  • Group Risk
  • Trading Structures
Wealth Accumulation Strategies

Portfolio Management

At Financial Index we believe your investment objectives can be better achieved by investing your funds to a diversified portfolio of investments within our recommended administration platform. We do this by matching appropriate investment portfolios to your objectives, therefore by matching you, the investor, with an appropriate degree of risk and volatility there are far fewer surprises under adverse investment conditions.

Superannuation

As one of your most important tools in retirment, your Superannuation should be managed carefully. Financial Index can help you invest and manage your Superannuation appropriately for your retirement needs, keeping you informed of the journey every step of the way.

Self Managed Superannuation

The rules and regulations surrounding a Self Managed Superannuation fund can be complex and confusing, let our experts guide you through your SMSF journey. From deciding if a SMSF is right for you, to navigating through compliance and regulatory hurdles, we can help.

Investments

With years of experience and a breadth of investment options, we're perfectly positioned to help you protect your investments, and let time and not timing dictate what you do.

Download our investment brochure.

Estate Planning

Navigating Estate Planning can be difficult and sometimes an unpleasant experience to undertake alone. Let Financial Index and our qualified experts answer any questions you may have as well as help guide you through any hurdles you encounter.

The following is a list of just some of the areas we can provide you with advice, assistance and support in:
  • Intergenerational Wealth Planning
  • Succession Planning
  • Formation of Wills
  • Powers of Attorney
  • Testamentary Trusts
  • Binding Death and Beneficiary Nominations

Wealth

High quality, tailored and sensible Advice solutions that will enable you to achieve your financial and lifestyle objectives.

Accounting

Quality accountancy services that take into account the specific needs of individuals and businesses, delivering efficiency and accuracy.

Protection

Advice and guidance on a range of insurance offerings that are available to families, individuals and businesses.

Contact Info

Head Office
Address: Level 42, 600 Bourke Street
Melbourne, VIC 3000
Australia
Phone: (+61) 3 9292 0101
Email: [email protected]
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