Championing Health – Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
Legacy preservation, advance care and estate planning for financial planners and wealth advisers
A secure client vault for values-based advice, beneficiary clarity and intergenerational 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
Financial planning teams can make preservation part of deeper client care, connecting money decisions with values, family guidance, care wishes and legacy planning.
One Platform. Connected.
Transform Financial Planning Through Legacy Integration
Enable wealth advisers to deliver values-aligned financial planning by integrating legacy documentation, beneficiary clarity, estate planning coordination, and intergenerational wealth transfer support—creating deeper client relationships and sustainable AUM growth.
Financial Planning & Wealth Management Solutions
Empower financial planners and wealth advisers to offer comprehensive preservation legacy planning—combining investment strategy with values documentation, estate planning integration, and multi-generational wealth transfer clarity that differentiates your practice and drives client loyalty.
Charli
Your legacy guide · Online
Your Digital Vault
Values-Based Wealth Planning With Comprehensive Legacy Documentation
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 vault is private and encrypted — you choose who sees what
Partnership Benefits
Simple Steps That Deepen Adviser–Client Relationships
Evaheld enhances transparency, strengthens trust and improves long-term engagement across generations.
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.