Championing Health – Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
Legacy preservation, advance care and estate planning for financial services
A secure digital vault that deepens client relationships through wealth, wishes and family legacy planning
"Eased my worries knowing our memories and wishes are safe and will be there for my family when they need them."
Elizabeth, Family matriarch
Charli
Online
Hi! I'm Charli 👋 I'm here to help you preserve your memories.
I want to record my childhood memories
What a beautiful gift! Let's start with where you grew up.
"Eased my worries knowing our memories and wishes are safe and will be there for my family when they need them."
Elizabeth, Family matriarch
For financial services, legacy preservation adds human context to wealth, estate and retirement planning so clients can protect more than financial assets.
One Platform. Connected.
Elevate Financial Services With Comprehensive Digital Legacy Solutions
Provide clients with bank-grade secure vaults for financial documents, estate planning materials, beneficiary instructions, and wealth transfer wishes—positioned as a premium value-add that drives loyalty, AUM growth, and multi-generational client relationships.
Financial Services Partnership Solutions
Empower financial institutions to deliver premium preservation legacy vault services—strengthening client retention, enabling seamless wealth transfer planning, and creating lasting intergenerational value through AI-guided document organisation and care preference capture.
Charli
Your legacy guide · Online
Your Digital Vault
Complete Financial Legacy Planning for Modern Client Relationships
Evaheld enables financial institutions to deliver holistic wealth planning—combining document security, advance care directives, beneficiary clarity, and legacy storytelling in one white-labelled digital vault that strengthens adviser-client trust and facilitates seamless generational wealth transfer.
Your vault is private and encrypted — you choose who sees what
Partnership Benefits
Simple Steps That Strengthen Financial Relationships
Evaheld deepens client trust, improves retention, and enhances intergenerational engagement by connecting financial clarity with emotional meaning.
Two Powerful Platforms,
One Seamless Ecosystem
The Evaheld Consumer Experience
Charli
Online
Transform How Your Clients Preserve Their Legacy
Inside the guide:
Instant PDF download • No spam, ever
What our partners say
Ready to become a partner?
Join our growing network of partners and help your clients preserve what matters most.
Our Partners
Trusted by families, professionals, and care organisations across Australia.
Derek's Place 
Legal Will 
All Home Care Matters 
Australian Doula College 
Dementia Australia 
APOD Derek's Place Legal Will All Home Care Matters Australian Doula College Dementia Australia APOD Derek's Place Legal Will All Home Care Matters Australian Doula College Dementia Australia APOD Partner Questions
Find out more about how Evaheld collaborates with different partners.