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Financial Index Wealth Accountants

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Trading for 37 years

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Services

  • Personalised Financial Service

  • Superannuation & SMSF

  • Risk Management

  • Investments

  • Corporate Advisory Services

  • Tax Planning

  • Asset Protection

  • Estate Planning

  • Taxation

  • SMSF Compliance & Audit

  • Financial Statement Preparation

  • Business Advisory

  • Personal Protection

  • Life Insurance

  • Income Protection

  • Group Risk

  • Retirement

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Location

391 Hargreaves St, Bendigo VIC

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Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • ISO 9001 accredited

Frequently Asked Questions

What is risk?

Defining your risk profile is the first step in selecting what asset classes are appropriate for you. It will help avoid a situation where you would otherwise be investing in assets that are in conflict with your individual needs and objectives.

Why should I put money into superannuation, doesn't it just lose value?

A common misconception is that superannuation is an investment class of its own. This is not the case; superannuation is merely a tax environment in which to place investments—cash, fixed interest, property and shares.

Financial Index Wealth Accountants