Championing Health – Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
Legacy preservation, advance care and estate planning vault for banking customers
A secure customer vault for identity files, financial documents, care 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
Banking partners can make preservation part of trusted relationship support, giving clients one secure place for essential records and family context.
One Platform. Connected.
How Evaheld Supports the Banking Sector
Deepen customer loyalty by providing secure document organisation, identity storage and family legacy tools in a branded digital vault.
Banking Services
Help customers safely store preservation records, banking documents, account information, and estate planning materials in one encrypted platform.
Charli
Your legacy guide · Online
Your Digital Vault
Strengthen Member Loyalty With Secure, Human-Centred Organisation
Charli helps banking customers organise key documents, clarify wishes and preserve meaningful reflections—building trust and long-term engagement.
Your vault is private and encrypted — you choose who sees what
Partnership Benefits
Simple Steps That Build Long-Term Banking Loyalty
Evaheld helps members organise key financial documents and preserve personal meaning — driving lasting loyalty and repeat engagement.
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.