Findex continues to further its ambitious plan to bring New Zealanders a fully-integrated Accounting & Wealth Advisory service across the now-former Crowe Horwath network
AUCKLAND, New Zealand – | WEALTH MANAGEMENT | Findex has announced David van Schaardenburg will lead the Findex New Zealand’s Wealth Management division nationally, where he is set to play a prominent role in implementing the provision of Wealth Management services alongside traditional Accounting service offerings.
“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.” said David van Schaardenburg, Senior Partner Wealth, Findex.
David van Schaardenburg is one of the country’s most experienced professional investors, having previously served as the Executive Director of research company, IPAC New Zealand*, as well as more recently Head of NZ Funds Private Wealth, an advisory team with more than $460m under advice. Over the past 9 years, David has also been an independent director of NZX listed Stride Property Group who now manage over $2.3 billion in commercial property.
Commenting on what consumers can expect from Findex, David van Schaardenburg continued: “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.
“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, as the largest privately-owned financial advisory firm in Australia began to replace 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.
David van Schaardenburg began his role of Senior Partner – Wealth Management officially this August, where he is based from Findex’s Auckland office.
* Company now known as FundSource