Findex Mildura is a leading financial services firm in regional Victoria, offering a comprehensive range of expertise to cater to the needs of mid-sized and larger businesses. With a team of experienced professionals led by individuals like Ben, Chris, Jamie, and Shane, Findex Mildura provides strategic business advice, business analysis, performance improvement, financing advice, business valuations, wealth management, risk management, insurance services, and financial planning. The team’s unwavering commitment to excellence and passion for delivering the best outcomes is evident in their strong understanding of clients’ needs and dedication to achieving results.
Established with a vision to exceed client expectations, Findex Mildura boasts a team with over 20 years of experience in the industry, ensuring a high standard of service and expertise in various areas such as project management, management accounting, agribusiness consulting, lending, and succession planning. The firm’s philosophy revolves around building lasting client relationships, fostering trust, and providing tailored financial strategies to help clients achieve their goals and secure their financial future. With a focus on financial freedom, Findex Mildura aims to empower clients to make informed decisions and plan for a secure retirement.
Committed to a collaborative approach to financial services, Findex Mildura prides itself on its integrated service offering, providing clients with peace of mind knowing that their financial and lifestyle goals are in capable hands. With a team of dedicated professionals like Richard, Samantha, Scott, and others, the firm delivers personalised advice and solutions in areas such as taxation, business structuring, planning, superannuation, investments, insurance, and aged care. By understanding each client’s unique needs and aspirations, Findex Mildura strives to deliver exceptional customer experiences and help clients navigate the complexities of financial planning with confidence.