Findex Group has acquired Melbourne-based private client accounting and wealth advisory firms Martin Goodrich and Associates (MGA) and Goodrich Financial Services.
Findex Group, which recently bought national mid-tier Crowe Horwath, will relocate MGA to the Crowe Horwath’s Melbourne offices.
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However, Findex said both will maintain their branding and positioning during a transition phase.
Findex CEO Spiro Paule said the Goodrich client offering was aligned with the Findex philosophy both in terms of the breadth of offering and rigid adherence to a non-aligned advisory model.
"Both entities are committed to a holistic financial services offering in the mode of a one-stop-shop for financial services and related advice, also known as a family office approach.
"MGA principal partner, Martin Goodrich, who will continue to oversee the delivery of high-quality financial solutions to clients, has been a leader in this field and his experience will inform and assist us as we roll out our family office offering," he added.
