Finex Wealth stands as Australia’s premier opt-in financial services licensee, dedicated to empowering advisors with state-of-the-art technology and forward-thinking strategies. Our mission is to build resilient, thriving businesses through superior solutions and outstanding customer service, navigating the complexities of an ever-evolving financial landscape.
We don’t believe in having a 6 software tech stack because simplicity is found in 1 solution, not 6. Our single solution is all you need to operate your practice efficiently.
We digitalize our service, providing you the flexibility to work from anywhere. Tap into our network of paraplanners and support staff to assist as needed.
Whether you are a single advisor or a practice with 5, we provide you with support. Our team assists with compliance and technology to help you meet your goals.
Our team of seasoned professionals delivers top-notch solutions and advice, ensuring you have the best tools and knowledge to stay ahead in the financial industry.
At Finex Wealth, we envision the future of licensee services as one that prioritizes delivering exceptional support and cutting-edge solutions to our advisors. Our commitment is to ensure that our advisers have the tools and resources they need to excel and thrive.
Explore new horizons with Finex Wealth’s Strategic Joint Ventures. By teaming up with industry leaders, you can expand your service offerings and tap into collective expertise. Our strategic partnerships are designed to spark innovation and drive growth, empowering you to provide even greater value to your
clients.
Offering financial planning licensing and strategic joint ventures.
Partnering with leaders to provide cutting-edge financial services.
Empowering advisors with technology and strategic opportunities.
Our Financial Planning Licensing Solutions help advisors meet regulatory requirements, providing support from initial licensing to ongoing compliance.
Joint Ventures allow you to partner with industry leaders, expand your service offerings, and leverage shared expertise for growth and innovation.
We offer comprehensive compliance management, ensuring your practice operates smoothly and meets all regulatory standards.
Yes, our solutions are tailored to meet the unique needs of each advisor, ensuring you get the support and services that best fit your practice.
We provide advanced technology to streamline your operations, enhance client engagement, and support your practice’s growth and success.
Getting started is easy. Contact us to discuss your needs, and we’ll provide a customized plan to help you achieve your goals.
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63739 street lorem ipsum City, Country
+12 (0) 345 678 9
info@company.com