Championing Health - Telstra Best of Business Awards
For organisations empowering clients and life transitions
Evaheld helps organisations deliver comprehensive legacy preservation, empowering human connection — with clarity, dignity, and trust.
Charli
Online
One Platform. Connected.
Evaheld connects people, families, and organisations — enhancing trust, dignity and client-centric initiatives.
How Evaheld Supports the Banking Sector
Banking Services
Help customers safely store banking documents, account information, and estate planning materials in one encrypted platform.
Charli
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.
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
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.
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.
Why 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.
Beyond Money: The New Client Expectation Gap
How life transitions and changing values are reshaping financial advice
A boundary-safe guide for financial professionals navigating evolving client expectations around legacy, values and personal context — without increasing compliance risk.
Inside the guide:
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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.
