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Findex acquires Melbourne advisory firms

Findex acquires Melbourne advisory firms

Reporter
— 1 minute read

The Findex Group has acquired Melbourne-based accounting and wealth management firms Martin Goodrich & Associates (MGA) and Goodrich Financial Services.

The acquisition of the Goodrich practices will see them retain their branding during a transition phase, said a statement by Findex.

Findex chief executive Spiro Paule said the Goodrich client offering was aligned with the Findex philosophy both in terms of the breadth of offering and rigid adherence to a non-aligned advisory model.

“Both entities are committed to a holistic financial services offering in the mode of a one-stop-shop for financial services and related advice, also known as a family office approach,” Mr Paule said.

“MGA principal partner, Martin Goodrich, who will continue to oversee the delivery of high-quality financial solutions to clients, has been a leader in this field and his experience will inform and assist us as we roll out our family office offering.”

 

Findex acquires Melbourne advisory firms
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