Championing Health - Telstra Best of Business Awards
Extend financial advice beyond wealth accumulation with a secure client Vault for estate documents, assets, liabilities, care wishes, digital accounts and family instructions. Support intergenerational wealth conversations, improve estate preparedness and create opportunities for ongoing client engagement without replacing your advice or existing planning software.
Complements Financial Advice
Client-Owned Estate Vaults
Dedicated Partner DashboardFinancial Services
For advisers searching for values-based planning tools, family wealth transfer planning or client retention platforms, Evaheld helps clients organise the human context around financial plans.
Financial Services
Clients can record values, trusted people, estate materials and future messages, helping planners deepen relationships between reviews while keeping advice boundaries clear.
The complete Evaheld Vault
One Vault. Everything connected.
Evaheld empowers financial planners to move beyond transactions—helping clients articulate wealth values, document beneficiary intentions, organise estate materials, and create meaningful legacy context that transforms advisory relationships and improves next-generation client retention.
Your story
Story & Legacy
Turn a lifetime of stories into something your family can keep.
Record Mum or Dad’s life story, preserve family history, capture their voice, write legacy and goodbye letters, and create messages for birthdays, weddings and milestones they can still be part of.
200+ guided ways to preserve a lifetime
Life stories, memoirs & family history
Record Mum or Dad’s life story · Create a guided memoir or family history · Preserve childhood memories and the stories behind treasured photos
Videos, voice, photos & memories
Record their voice and favourite stories · Create a family history podcast · Preserve meaningful photos and videos with the memories behind them
Legacy letters & future messages
Write goodbye letters, legacy letters and legacy statements · Leave letters for children and grandchildren · Schedule birthday, wedding and milestone messages for the future
Values, traditions & remembrance
Pass on values and life lessons · Preserve family recipes and traditions · Record personal funeral, memorial and remembrance wishes
Your care wishes
Advance Care Planning & QR Emergency Card
Make your care wishes clear while the conversation is yours to have.
Record future healthcare wishes, Advance Care Directives, substitute decision-makers, emergency health information and personal care preferences — and share the context behind those choices with the people who matter.
14 ways to make your care wishes easier to understand and act on
Advance care planning & directives
Record future healthcare wishes and what matters most · Store or complete advance care directives where available · Record treatments or outcomes they would want or refuse
QR Emergency Access
Share critical information through a QR Emergency Access Card · Keep medications, allergies and important medical information together · Make emergency contacts easy to find
Decision-makers & care team
Record who should speak for them if they cannot · Identify substitute decision-makers · Keep GP, specialist and healthcare contacts together
End-of-life, care & personal wishes
Record where and how they would prefer to be cared for · Capture hospital, home-care and aged-care preferences · Preserve cultural, spiritual and end-of-life wishes
Your essentials
Estate Planning
Bring the practical side of life into one clear picture.
Bring together your will, powers of attorney, Password Manager, important documents, property, superannuation, insurance, digital accounts and final wishes — so the right people can find what they need without piecing it together.
23 ways to organise the information your family may one day need
Wills, powers & legal documents
Create or securely store a will · Keep powers of attorney and guardianship documents together · Record executors, lawyers and other key contacts
Money, property, super & insurance
List bank accounts, investments and property · Record superannuation and insurance details · Keep accountant, adviser and financial contacts easy to find
Important documents & everyday life
Organise important documents and IDs · Record utilities, subscriptions and recurring bills · Leave the household instructions only you currently know
Digital legacy, Password Manager & final wishes
Securely store passwords, online accounts, digital assets and access instructions · Decide what should happen to social media, digital files and online accounts · Leave funeral, memorial and final wishes
Your Vault does not need to be finished. It just needs to begin.
Capture a story. Record a wish. Add one important detail. Invite someone you love. Build something your family can keep growing with you.
Compare plansHOW ADVISER CLIENTS USE EVAHELD
A client might struggle to explain why a financial decision matters to their family. Charli asks an approachable question, helps organise their personal planning context and makes it easier to share only the relevant documents ahead of an adviser conversation.
Charli could ask, “Who are you planning for, and what would you want them to know?” Clients capture the values and family circumstances that sit behind financial objectives.
The client saves adviser contacts, superannuation references, insurance summaries or document locations in their Vault. Guided prompts help them prepare useful information without completing a complex intake form.
A client can share the family priorities and documents relevant to an adviser meeting, making it easier to talk about what the plan must achieve. They revisit the Vault after changes in family life, while unrelated memories, care wishes and passwords remain private.
HOW IT WORKS
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 Demo⏰ THE TIME IS NOW
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.
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:
REAL FAMILIES. REAL EXPERIENCES.
See what changes when everything that matters has a place.
From preserving stories and future messages to documenting care wishes and important information, families share how Evaheld makes it easier to begin, stay connected and leave something meaningful behind.
Google MapsVerified Google reviews.
Family story
"Your legacy: A gift that lasts forever"
See how families use Evaheld to send meaningful messages, preserve memories and create something their loved ones can return to — and add to — over time.
Partner recognition
You're In Safe Hands
