Findex takes on New Zealand wealth market

Accounting firm Findex is making a play for the wealth space, with the appointment of a head of wealth management for New Zealand.

Thursday, September 5th 2019, 8:25PM

David van Schaardenburg will take the position, playing a prominent role in implementing the provision of wealth management services alongside traditional accounting.

“This is a completely fresh offer to individuals and businesses looking for financial advisory services in our market, and it is well-timed when you consider the current concerns in relation to the conflicts inherent with many of the traditional financial providers. Findex’s model, of integrating services while removing the tension between product sales and advice really presents New Zealand consumers with a new approach to financial advice – scale without conflicts,” he said.

Van Schaardenburg previously served as the executive director of research company IPAC New Zealand, as well as more recently serving as head of NZ Funds Private Wealth, an advisory team with more than $460 million under advice.

“Findex is a significant player in wealth management and advice services in Australia and the clout of such significant operations supporting the growth of the New Zealand wealth business is very encouraging,” he said.

“Findex’s investment and wealth management divisions currently manage a more than A$17 billion portfolio which places us as one of the more significant wealth advisers and managers in Australasia, based on account value. Having that scale allows us to pursue stable growth going forward which really is exciting.”

Findex launched officially across New Zealand in April 2019.

It replaced the well-known Crowe Horwath brand of accounting firms nationally following the 2015 take-over. Findex presents consumers with a new approach to financial advisory services – a key relationship manager able to provide support and advice on a vast array of financial services and tools spanning Investment, accounting and insurance as well as specialist consulting and business advisory services.

Tags: Findex