Advice Lab Competitors

Findex is one of Australasia’s leading providers of integrated financial advisory and accounting services. With a vision to ‘revolutionise wealth and empower ambition’, Findex delivers comprehensive advice across the full spectrum of financial services, facilitated through its Family Office approach. At the cornerstone of this approach are four prominent and embedded beliefs; relationships and technology, holistic advice, continuous evolution, and a one best way process. It is an amalgamation of these beliefs which has positioned Findex as the pre-eminent thought leader in the financial advisory and accountancy space. Boasting a wide and strategically dispersed presence across Australia and New Zealand, Findex is passionate about ensuring clients are provided access to the very best expertise they need, and robust financial solutions that will ultimately see them through their entire business journey.

myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals. From initial contact to ongoing service, the wealth portal enables finance professionals to redefine the customer journey each step of the way. With live feeds powering balance sheet, cashflow, budgeting and goal setting features, the portal is a white-label platform that also boasts efficiency tools like digital forms, digital document signing, and an ecosystem of integration partners (Macquarie, Netwealth, BGL, xplan and Class to name a few) for a holistic, all-in-one approach to household finance. Partners can also be in the pocket of every client with a white labelled mobile app or their own custom branded app.

Treadstone provides assistance to small and medium size business with Government grant applications, business plans, and commercialisation skills. Treadstone has been working with Australian businesses since 2006 helping them win Government grants and plan for strategic growth. Our reputation is built on technical expertise, industry experience and the excellent quality of our reports in an ever changing landscape. Grants and rebates include all state and federal programs. The most common ones are: • R&D Tax concession (unlimited) • Export Market Development Grant EMDG ($150k) • Entrepreneurs Infrastructure Programme ($250k) • Investing in Manufacturing Technologies ($250k) • Vic Business R&D Voucher ($25k) • Defence Capability and Technology Demonstration Treadstone provides specialised innovation workshops to help solve commercialisation and business challenges.