SERVICES
Our aim is to provide a unique investor experience
As an investor you do not need to “run with the herd, chasing the same limited opportunities…the same same”
FIN-X was created to provide a unique investor experience bringing “extra-ordinary opportunities” with a distinctive personal relationship around our core values.
What we can help you with:
- Equities (AUS)
- Equities (Global)
- Direct bonds
- Multi-currency
- Private equity
- Managed funds
- Derivatives (Global)
- Corporate (Global)
- Corporate (Domestic)
- Portfolio management
THE FIN-X DIFFERENCE
FIN-X Wealth has a simple objective – “to provide an unparalleled global multi-asset investment platform” where our clients have the investment choice, coupled with our depth of knowledge and experience.
Through our partners organisation and deep network, we offer:
ACCESS 55 EQUITY EXCHANGES GLOBALLY
MULTI-CURRENCY ACCOUNT (10 global currencies)
DIRECT BONDS (WHOLESALE & RETAIL (Domestic and global bonds)
PRIVATE EQUITY
DERIVATIVES
ALL MANAGED FUNDS
“Put simply it’s about the choices you will have
from an investment perspective”
“Put simply it’s about the choices you will have from an investment perspective”
THE FIN-X PORTAL
The security and access to your assets
is paramount.
The security and access to your assets is paramount.
THE SECURITY OF YOUR ASSETS
Your assets are held securely on custody. For Australian assets the custodian is National Australia Bank Custody Services. For all international investments, the global custodian is Citigroup. Both these custody services are a fully separate and independent entity of their parent companies, with an independent operating structure and balance sheet. You have complete flexibility in transferring these assets at any time should you wish to in future.
PLATFORM ACCESS
You have 24/7 access to your account via the online portal via our website, www.fin-xwealth.com . You will have visibility over all your investments either at an individual account level or a family group level if you have more than one account.
