Findata is an independent and objective financial planning practice that aims to build long-term relationships with clients and their families. Our key value offering is partnering with you to administer and manage your financial life.

To meet long-term promises, we are committed to a service business model. We prefer to accept the role as your advocate and representative with product providers, rather than a sales model business where relationships are short-term and focused on product solutions, sales and low advice.

Findata provides integrated financial planning solutions that ensure sustainable financial provision in real terms, incorporating individual and corporate solutions that are optimised for income tax, estate duty and capital gains liabilities.