Our Story, Our Future
We act with integrity and purpose to empower innovative and inclusive communities and to support a thriving environment for generations to come
Trusted by clients to be honest and efficient
The Findex Group is proud to be a trusted adviser and partner to more than 250,000 clients across New Zealand and Australia.
Our Commitments
Product and service quality
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.
What we are aiming to do:
- Our commitment to environmental, social and corporate governance has been achieved by a certification that demonstrates best practice across these three areas by the end of FY27.
- Maintain an annual Net Promoter Score (NPS) of at least 65% through surveying our clients to ensure they are satisfied with our services across key milestones in the client lifecycle.
Business ethics and integrity
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 New Zealand and Australia, 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.
What we are aiming to do:
- In line with our Cultural Refresh Program, 100% of our Executive team, senior management and employees are provided training. Cultural Refresh ethics training is in addition to ethics exams already taken.
Data protection, security and privacy
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.
What we are aiming to do:
- We will obtain ‘Information Security Management – ISO 27001’ certification, which outlines best practices for organisations in establishing, implementing and continually improving information security management systems.
- We will ensure 100% of our clients are made aware of our data protection, security and privacy practices and services required by all the Findex Group's Financial Advisers.
Accessibility
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.
- Develop and implement an Accessibility Plan that is relevant and impactful ensuring our products, services and offices provide a welcoming experience for all.