Trusted by clients to be honest and efficient
Our strategy seeks to obtain recognition for the way we do business, including our products and services, by pursuing best practice certifications. Through our actions we will retain existing clients with excellent products and services while also attracting new ones through our expanded sustainability-aligned advisory and wealth management services.
Acting with honesty and integrity is at the heart of everything we do. Led by our values, we earn the trust of the clients we serve by doing business with honesty, integrity and efficiency. Our sustainability strategy builds off a foundation of strong ethics that has resulted in over $17 billion in funds under advice and 250,000+ clients across Australia and New Zealand, including 20,000 agribusiness clients demonstrating our commitment to the regions. Further building on our clients' trust, our strategy continues to drive best practice business ethics and integrity by our people.
Keeping our customers' data safe is critical to us. Our actions under this pillar will ensure that our use of technology drives efficient processes and systems across our business, supports excellence in data protection and privacy, and will also drive new security approaches and accreditations.
The Findex Group is committed to being an accessible financial services organisation. We want to ensure that how we operate and do business, whether digitally or in-person, means our services and experiences are welcoming and impactful to all clients and employees.