Findex Group

What Findex Group does

Findex Group is an Australasian integrated financial advisory and accounting services firm headquartered in Melbourne, Australia, with more than 90 office locations across metropolitan, regional and rural Australia and New Zealand and a workforce of 1,001-5,000 employees. The firm serves three core customer segments — Business (accounting, lending, general insurance, consulting), Individuals (wealth management, SMSF administration and advisory, risk insurance) and Corporate (corporate finance, tax advisory, digital consulting, external and internal audit) — through wholly-owned licensed subsidiaries including Findex Advice Services Pty Ltd, Findex Financial Advice Pty Ltd, Findex Corporate Finance (Aust) Ltd, Findex Insurance Brokers Pty Ltd and Findex Lending Services Pty Ltd, each holding the relevant Australian Financial Services or Credit Licence.

The company's service portfolio spans accounting and business advisory, tax advisory, external and internal audit (delivered via the Crowe Australasia / Crowe Global affiliation), corporate finance and M&A advisory, wealth management and SMSF administration, general and risk insurance distribution, lending services, and premium funding. In February 2024, Findex acquired FiveP's Microsoft Business Applications practice, doubling its Digital Consulting business and adding Microsoft Dynamics 365, Office 365 and generative AI capabilities as a technology-enabled advisory layer. The firm also distributes insurance products from a panel of underwriters including AIG, Allianz, CGU, Chubb, Hollard, QBE, Vero and Zurich through Findex Insurance Brokers.

Findex generates revenue primarily through fee-based professional services billed on an hourly basis (with quotes provided in Client Services Agreements and monthly invoicing on 14-day terms), insurance distribution commissions, lending-related advisory fees, and recurring wealth management and SMSF administration fees. The firm is privately held following KKR's prior ownership and the April 2024 acquisition of a 40% stake by Mercury Capital Investments for AUD $400 million, with a publicly stated ambition to triple in size over five years via a combination of organic growth and acquisition, the latter now led by a dedicated Head of Strategy and Transactions appointed in June 2025.

Name

Findex Group

Legal name

Findex Group Ltd

Website

https://findex.com.au

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Findex Group is an Australasian integrated financial advisory and accounting firm operating from more than 90 offices across Australia and New Zealand. It serves Business, Individual and Corporate clients with accounting, tax, audit, wealth management, SMSF, insurance, lending, corporate finance and Microsoft Dynamics 365-based digital consulting services.

Ownership category

akta.pro rank

Product category

Financial Advisory and Accounting Services

NAICS

Insurance Agencies and Brokerages (524210), Management Consulting Services (54161), Miscellaneous Intermediation (523910), Other Insurance Related Activities (52429)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Loan Brokers (6163), Services-Management Consulting Services (8742)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industries

M&A / Corporate Finance Finders (Deal Origination) (FSAEAMAD), Buy-Side Search & Acquisition Advisory (FSAEAIAD), Automated Underwriting Systems (AUS) & Decisioning Engines (FSALALAB)

Keywords

• Financial advisory services
• Accounting and business advisory
• Wealth management services
• Corporate finance advisory
• Audit and tax advisory

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Advisory Services: Findex generates revenue through fee-based professional services including accounting, business advisory, tax advisory, corporate finance, audit and assurance, consulting, and wealth management services. Services are provided to individuals, businesses, and corporate clients across Australia and New Zealand. Fees are charged on an hourly basis for most engagements, with rates quoted and adjusted periodically.
2. Insurance Distribution: Findex provides general insurance and risk insurance services through Findex Insurance Brokers, distributing products from multiple insurers (AIG, Allianz, CGU, Chubb, Hollard, QBE, Vero, Zurich, and others). Revenue is generated through commissions from insurance product distribution.
3. Lending Services: Through Findex Lending Services, the company provides lending and finance advisory services under Australian Credit Licence, generating revenue through lending-related advisory fees and potentially loan commission arrangements.
4. Wealth Management: Findex offers wealth management, self-managed super fund (SMSF) administration and advisory, and risk insurance services, generating recurring revenue from ongoing client relationships and service fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Findex Group provides integrated financial advisory and accounting services across Australia and New Zealand through more than 90 office locations. Its core offerings span accounting and business advisory, wealth management, SMSF administration, lending, general and risk insurance, tax advisory, corporate finance, audit, and consulting—delivered to business, individual and corporate clients via dedicated entities such as Findex Insurance Brokers, Findex Lending Services and Findex Corporate Finance.

Product overview

Findex Group is a financial advisory and accounting services firm operating as a single integrated service offering rather than a platform-plus-modules architecture. The company provides a comprehensive suite of financial services across Business (Accounting and Business Advisory, Lending and Finance, General Insurance, Consulting), Individuals (Wealth Management, SMSF Administration and Advisory, Risk Insurance), and Corporate (Corporate Finance, Tax Advisory, Digital Consulting, External Audit, Internal Audit) segments. The portfolio was significantly expanded in February 2024 through the acquisition of FiveP's Microsoft Business Applications practice, which added Microsoft Dynamics 365 and Office 365 platforms to their Digital Consulting service, enabling them to deliver platform-based ecosystems with generative AI capabilities. The firm also offers supplementary services including Premium Funding, and operates specialized subsidiaries for financial advice, corporate finance, insurance broking, and lending services.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Business Advisory Comprehensive accounting and business advisory services for business and individual clients, covering financial reporting, compliance and strategic business guidance.
• Wealth Management Wealth management services for individuals, including investment advice, portfolio management and financial planning.
• SMSF Administration and Advisory Self-managed super fund administration and advisory services for individuals seeking greater control over their retirement savings.
• Risk Insurance Risk insurance products to protect individuals against financial loss from unexpected events.
• Lending and Finance Lending and finance solutions for business and individual clients, provided through Findex Lending Services Pty Ltd under Australian Credit Licence.
• General Insurance General insurance products distributed through Findex Insurance Brokers Pty Ltd as an authorised representative of multiple insurers including AIG, Allianz, CGU, Chubb, Hollard, QBE, Vero and Zurich.
• Tax Advisory Tax advisory services covering planning, compliance and dispute resolution for businesses and individuals.
• Consulting Business consulting services helping clients with strategy, operations and transformation initiatives.
• Corporate Finance Corporate finance services including M&A advisory, transaction support and business valuation, provided through Findex Corporate Finance (Aust) Ltd.
• Digital Consulting Digital consulting services enhanced by Microsoft Dynamics 365 and Office 365 platforms, enabling platform-based ecosystems and generative AI solutions for client digital transformation.
• External Audit External audit services for corporate clients, conducted through the Crowe Australasia external audit division.
• Internal Audit Internal audit services helping businesses assess and improve their risk management and control processes.
• Premium Funding Premium funding solutions delivered through Findex Premium Funding Pty Ltd to help clients manage insurance premium payments.

Quantifiable outcome

• The acquisition doubled the size of Findex's Digital Consulting business
• +3 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability1 record

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• FivePcoreStrategic or Co-development Partner · 1 February 2024Findex acquired the Microsoft Business Applications practice from Melbourne-based IT firm FiveP. This acquisition doubled the size of Findex's Digital Consulting business and enhanced its capabilities with Microsoft Dynamics 365 and Office 365 platforms, enabling the company to offer a fully platform-based ecosystem with generative AI integration for enhanced client services and operational efficiency.
• MicrosoftcoreTechnology or Integration · 1 February 2024Through the FiveP acquisition, Findex gained enhanced capabilities with Microsoft Dynamics 365 and Office 365 platforms. The company now leverages Microsoft technologies to offer a fully platform-based ecosystem with generative AI integration for client services and operational efficiency.
• Multiple Insurance Providers (AIG, Allianz, CGU, Chubb, Hollard, QBE, Vero, Zurich)coreOthersFindex distributes insurance products underwritten by multiple major insurers including AIG (Corporate Travel, Group Personal Accident), Allianz (All products), CGU (Home, Motor, Farm, Commercial), Chubb (A&H, Business Pack, Marine, Personal Lines), Hollard (Commercial Motor, Home, Landlords), QBE (Steadfast Commercial Motor, Home and Contents, Accidental Damage), Vero (SME Packages, Commercial Motor), and Zurich (Motor Insurance). Findex Insurance Brokers distributes these products as an authorised representative.
• Crowe AustralasiacoreStrategic or Co-development PartnerFindex is affiliated with Crowe Australasia for external audit services. The external audit service offering is conducted via the Crowe Australasia external audit division and Unison SMSF Audit. Findex also leverages Crowe Global Firms network for international resources and expertise.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Pitcher Partners: Pitcher Partners is an Australasian mid-tier accounting and advisory firm offering accounting, audit, tax, business advisory, and wealth services to SMEs and mid-market clients across Australia and (through Pitcher Partners NZ) New Zealand, making it the closest direct comparable to Findex in scale, geography, and integrated offering.
• BDO Australia: BDO Australia is part of the global BDO network and provides accounting, audit, tax, advisory, and consulting services to mid-market clients across Australia, directly overlapping Findex's core segments in size, target market, and service breadth.
• Grant Thornton Australia: Grant Thornton Australia is a mid-tier accounting and advisory network serving SMEs, mid-market, and not-for-profit clients with audit, tax, advisory, and consulting services - structurally similar to Findex in target segment and integrated service model.
• RSM Australia: RSM Australia is the Australian member of the global RSM network providing audit, tax, consulting, and advisory services to mid-market businesses, directly comparable to Findex in client segment, service mix, and pan-Australian distribution.
• William Buck: William Buck is an Australian accounting and advisory firm offering audit, tax, risk advisory, and business advisory services across multiple Australian cities, overlapping Findex in target mid-market clients and integrated advisory positioning.
• Bentleys Australia: Bentleys is an Australasian accounting and advisory network offering audit, tax, business advisory, and wealth services to SMEs, comparable to Findex in scale, integrated offering, and regional Australian footprint.
• Hall Chadwick: Hall Chadwick is an Australian accounting and business advisory group providing audit, tax, corporate finance, and insolvency services to mid-market clients, overlapping Findex on the advisory, audit, and corporate finance service lines.

Broad incumbents

• KPMG Australia: KPMG Australia is a Big 4 firm offering audit, tax, advisory, and consulting services across enterprise and mid-market segments; it competes with Findex in advisory and audit but operates at significantly greater scale and global breadth.
• EY Australia: EY Australia is a Big 4 professional services firm providing assurance, tax, consulting, and strategy services; it overlaps with Findex's corporate advisory and tax offerings but targets a broader enterprise client base.

Others

• Crowe Global: Crowe Global is the international accounting network of which Findex is a member through Findex (Aust) Pty Ltd (trading as Crowe Australasia); it is an ecosystem affiliate rather than a competitor, providing Findex with international referral and audit resources.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Findex_AU
• Facebookfacebook.com/FindexAU
• LinkedInlinkedin.com/company/findex
• Instagraminstagram.com/findexofficial

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries10 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Findex Group