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Legacy preservation, advance care and estate planning for superannuation members
A secure member vault for super records, beneficiary nominations, future wishes and family legacy planning
Charli
Online
Superannuation partners can support preservation by helping members connect retirement planning with family stories, practical records and future wishes.
One Platform. Connected.
How Evaheld Supports the Superannuation Sector
Provide members with a single organised vault for super records, documents, legacy messages and future instructions.
Superannuation Funds
Offer members secure preservation storage for super documents, beneficiary nominations, and the ability to preserve their legacy for loved ones.
Charli
Online
Your Digital Vault
Enhance Member Value Through Clarity and Long-Term Organisation
Charli helps members store super information, document care wishes and preserve reflections—supporting better planning and stronger family understanding.
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:
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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.
Partner Questions
Find out more about how Evaheld collaborates with different partners.