We’re NAB. For more than 150 years, we’ve been helping customers with their money.
Today, we have more than 35,000 people serving 10 million customers at more than 800 locations in Australia, New Zealand and around the world.
We know that to be Australia and New Zealand’s most respected bank, we need to be more than good with money. We need to be just as good with people too.
More than money.
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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.
Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales.
We are domestically and globally connected, hand-picking partnerships that expand and evolve the calibre of opportunities for our clients and that ensure we attract the most accomplished people in the market to deliver these solutions. We work collaboratively, drawing on our collective strengths to exceed our clients’ expectations.
Our culture and investment capability is built on deep relationships with both our clients and industry-leading organisations. These strategic alliances enable us to access the most effective solutions across:
• The technology which underpins our execution, administration and business management.
• Research across domestic, global and multi asset class inputs to drive client outcomes.
• Operational connectivity for balance sheet strength, clearing and settlement.
Since 2015, Craigs Investment Partners has been our business partner.
At Wilsons Advisory, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.
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