Championing Health - Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
“Our adviser helped us organise more than numbers, creating one clear record our children can understand when they eventually need it.”
Estelle, Wealth planning 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.
“Our adviser helped us organise more than numbers, creating one clear record our children can understand when they eventually need it.”
Estelle, Wealth planning client
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.
Financial planning teams can make preservation part of deeper client care, connecting money decisions with values, family guidance, care wishes and legacy planning.
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
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.
Wealth Values & Philosophy
Clients document financial decision-making frameworks, wealth creation stories, and money values—enabling advisers to deliver truly personalised, values-aligned financial planning strategies.
Estate Planning Coordination
Integrated storage for advance directives, healthcare proxies, POAs, and end-of-life wishes—bridging the gap between financial planning and comprehensive estate planning.
Comprehensive Planning Vault
Centralised repository for financial plans, tax strategies, trust documents, account statements, beneficiary designations, and investment summaries—improving adviser efficiency.
Adviser Collaboration Rooms
Secure, permission-based sharing with financial advisers, CPAs, estate attorneys, and family members—enabling coordinated planning and reducing information silos.
Your vault is private and encrypted — you choose who sees what
Evaheld enhances transparency, strengthens trust and improves long-term engagement across generations.
Charli uncovers client values, life goals and planning priorities, giving advisers richer context from day one.
Clients upload statements, planning documents, tax files and summaries — reducing adviser admin burden.
Clients choose exactly which documents advisers can access, improving alignment and compliance.
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.
