Integrity Wealth Competitors

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

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.

A superannuation and investment fund manager with a difference. We believe that the power of money can be harnessed to deliver both competitive returns and positive change for society and the environment. By investing responsibly in well-managed, ethical companies, this is exactly what we achieve. We seek out positive investments that support people, quality and sustainability, and we avoid investments that cause unnecessary harm to people, animals, society and the environment. While we do believe a small group of people can change the world, the opportunity is far bigger than that. The more people that invest ethically, the more significant the positive change we will create. Imagine the impact of all that money invested for good. There’s never been a better time to take control of your own financial wellbeing and the wellbeing of families, communities and the planet. Ethical and sustainable investing isn’t just a part of what we do. Unlike most of our competitors, it’s everything we do. And while we’ve evolved in many ways since starting in 1986, we have always stayed true to this. Disclaimer: Please be aware that this page provides you with general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances. You should consider seeking independent advice from an accredited financial adviser before deciding whether to acquire, or continue to hold, units in the fund or interests in the fund. Although we always do our utmost to uphold accuracy, Australian Ethical does not warrant the accuracy, adequacy or completeness of the information contained in the posts to this page. Past performance is not always a reliable indicator of future performance.