Over 40 years ago, a great idea was born—that an investment firm should operate solely in the interests of all investors to give them the best chance of success.
In 1975, John "Jack" Bogle launched a bold experiment: an investment company that was designed to make money for its investors, not from them. He structured Vanguard in the US to be owned by its funds, with no external shareholders all profits would be reinvested in the business and returned to fund investors in the form of lower costs.
Through an investment philosophy based on fairness and transparency that great idea grew and grew. And as we’ve grown, we’ve continually reduced our costs and passed the savings back to investors.
In 1996 the idea made its way to Australia. And we’ve been changing the way Australians invest ever since by providing low-cost, high-value investments to help you keep more of your returns.
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In Australia we partner with institutional clients, financial advisers and individual investors to offer low-cost investment solutions. Our comprehensive range of managed funds, exchange traded funds (ETFs) and tailored investment solutions are built to support long-term investment success for our clients.
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.
Welcome to Australia's trusted home of great advice.
Invest Blue prides itself on delivering strategic, holistic financial advice to empower our clients to live their best possible life.
As a dynamic and fast-growing business, we have a strong presence of 35 offices across Tasmania, Victoria, ACT, New South Wales, and Queensland. While our clients benefit from the close relationships they build locally, they’re also backed by the strength of our national teams. Beyond advice, our network of specialists in technical advice, research, compliance, people & culture, marketing, project management and IT ensures every client has access to the collective expertise and resources of the entire company.
Interested in a career with us? Contact us at recruitment@investblue.com.au
What you need to know: Invest Blue Pty Ltd ABN 91 100 874 744, trading as Invest Blue, which is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
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