Client Resources for Financial Advisers, Insurers & Super Funds
Resources for financial advisers, insurers, banks, wealth managers and superannuation funds helping clients prepare for major life events and organise essential financial information.
Explore guidance on beneficiary nominations, insurance records, retirement planning, estate coordination, digital assets, family communication and document readiness. These resources can help clients identify missing information, prepare for annual reviews and connect their financial planning with broader family, legal and care considerations.
Important records are often fragmented across portals, emails, advisers and family members. A secure, structured system can help clients organise supporting information and make selected details available to trusted people when needed. Explore partnership solutions for financial services organisations to learn how digital legacy and preparedness tools can strengthen client engagement and support more complete planning.
Use these articles in adviser communications, onboarding, retirement programs, claims preparation and financial wellbeing initiatives.
Speak with our partnerships team about member offers, referral arrangements, client benefits or a tailored rollout for your organisation.
Discover how banks, insurers, superannuation funds and advisers can support customers through retirement, illness, caring responsibilities, bereavement and other major life transitions. Evaheld provides a light-touch legacy planning pathway that strengthens customer relationships without crossing into regulated advice.
A partner guide to streamlining super death benefit claims through better records, beneficiary readiness, privacy controls and family support.
A practical guide for super funds helping members connect beneficiary reviews, estate documents, trusted contacts and family wishes.
A practical partner guide to beneficiary claims support, covering evidence, authority, super and insurance pathways, privacy, complaints and compassionate communication.
Help policyholders organise claims, documents and wishes with practical legacy planning that supports families.
A practical adviser workflow for using legacy planning tools to organise client wishes, records, family context and referral boundaries.
A partner guide to holistic planning that improves client outcomes by connecting financial advice, estate readiness, family communication and legacy support.
Use legacy planning in financial advice to help clients organise wishes, documents and family context without replacing specialist advice.
A practical adviser guide to connecting financial planning, family readiness and legacy records without replacing professional advice.
A practical adviser guide to client expectations beyond money, with legacy planning prompts, boundaries, family records and trust-building support.