top of page
Group-141.png

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"

FIN-X was created to provide a unique investor experience bringing “Xtra-ordinary opportunities” with a distinctive personal relationship around our core values.

What we can help you with:

X     Equities (AUS)

X     Equities (Global)

X     Direct bonds

X     Multi-currency
X     Private equity

X     Managed funds
X     Alternative assets

X     Corporate (Global)
X     Corporate (Domestic)

X     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 broadest investment choice, coupled with our depth of knowledge and experience. 

Through our partnerships 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

ALTERNATIVE ASSETS & STRUCTURED PRODUCTS

200,000+ MANAGED FUNDS

Group-137 (1).png

“Put simply it’s about the choices you will have from an investment perspective backed by deep research”

THE FIN-X PORTAL

The security and access to your assets is paramount.

THE SECURITY OF YOUR ASSETS

Your assets are held securely on custody. For all Australian and international investments, the global custodian is Citigroup. The custody service is a fully separate and independent entity of the Citigroup parent company, with an independent operating structure and balance sheet. You have complete flexibility in transferring your assets at any time should you wish to in the 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.

bottom of page