Championing Health - Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
“Adding personal wishes and family context beside financial records helped our planning feel complete, practical, and connected to real family priorities.”
Delia, Financial services client
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.
“Adding personal wishes and family context beside financial records helped our planning feel complete, practical, and connected to real family priorities.”
Delia, Financial services client
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.
For financial services, legacy preservation adds human context to wealth, estate and retirement planning so clients can protect more than financial assets.
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
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.
My Story & Legacy
Clients record meaningful reflections that inform long-term goals.
Health & Care
Care wishes influence planning—beautifully documented and clear.
Essentials
Financial documents stored in one orderly, secure vault.
Connections & Rooms
Financial Room, Family Room, Private Future Rooms.
Your vault is private and encrypted — you choose who sees what
Evaheld deepens client trust, improves retention, and enhances intergenerational engagement by connecting financial clarity with emotional meaning.
Charli identifies what matters most — planning documents, tax files, financial summaries or family values. This creates immediate relevance and establishes trust early in the relationship.
Clients upload statements, insurance records, tax files and beneficiary details. This increases adviser efficiency and reduces administrative friction.
Clients can open a Financial Room to safely share selected documents with advisers, improving transparency and engagement.
Two Powerful Platforms,
One Seamless Ecosystem
Empower your clients with our consumer app whilst managing everything through your dedicated partner dashboard
The Evaheld Consumer Experience
A beautifully simple platform where your clients preserve memories, document wishes, and organise essential information through natural conversations with Charli.
Conversational Interface
Charli guides users through capturing memories and organising information with empathetic AI-powered conversations.
All-in-one Vault
My Story & Legacy, Health & Care Wishes, Essentials & Documents, and Family & Connections — all in one place.
Bank-Level Security
End-to-end encryption, granular privacy controls, and secure document storage protect sensitive information.
Controlled Sharing
Users choose exactly what to share, with whom, and when — maintaining full control over their legacy.
Cross-Platform Access
Seamless experience across all devices with automatic sync and offline access capabilities.
Guided Journeys
Personalised prompts and templates help users capture what matters most without feeling overwhelmed.
Multi-Language Support
Available in multiple languages to serve diverse families and communities worldwide.
Accessibility First
Designed with screen readers, keyboard navigation, and adaptive interfaces for all abilities.
Charli
Online
Hi! I'm Charli 👋 I help you capture memories, document care wishes, and organise important documents.
I want to record my childhood memories
What a beautiful gift! Let's start with where you grew up.
Transform How Your Clients Preserve Their Legacy
Join leading organisations providing their clients with a beautiful, secure platform to capture memories, document wishes, and organise essential information — whilst you maintain full oversight.
Schedule Your DemoWhy partner with Evaheld today?
Financial decisions now sit inside life decisions. Clients expect advisers to understand values, family context and legacy — while still protecting professional boundaries and compliance.
Respond to holistic client expectations
Support clients through life's transitions — from family change to intergenerational planning — without expanding advice scope or responsibility.
Strengthen trust without crossing boundaries
Clients want their values, story and wishes respected. Evaheld provides structure for context — not advice — preserving adviser integrity.
Create continuity beyond the transaction
Extend your relationship beyond products into the emotional and relational realities clients are already navigating.
Differentiate in a maturing trust market
Move beyond performance alone. Offer a meaningful, values-led layer that deepens loyalty and sets your practice apart.
The Future of Advice Is Personal Context
Why legacy, family dynamics and life transitions are reshaping client expectations
A practical guide for financial organisations supporting clients through change — without crossing compliance boundaries or increasing adviser burden.
Inside the guide:
What our partners say
Ready to become a partner?
Join our growing network of partners and help your clients preserve what matters most.
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 Find out more about how Evaheld collaborates with different partners.
