Member Value and Legacy Planning for Super Funds

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Charli, Evaheld AI guide

Charli

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Partner Solutions
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Superannuation Funds

Member legacy and document services

Offer members secure storage for super documents, beneficiary nominations, and the ability to preserve their legacy for loved ones.

Super DocumentsBeneficiariesMember Services
Charli, Evaheld AI guide

Charli

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AI Assistant

Your Digital Vault

Enhance Member Value Through Clarity and Long-Term Organisation

Charli helps members store super information, document care wishes and preserve reflectionsโ€”supporting better planning and stronger family understanding.

Estate Planning Coordination

Integrated storage for advance directives, healthcare proxies, POAs, and end-of-life wishesโ€”bridging the gap between financial planning and comprehensive estate planning.

"Store your estate planning documents securely..."

Comprehensive Planning Vault

Centralised repository for financial plans, tax strategies, trust documents, account statements, beneficiary designations, and investment summariesโ€”improving adviser efficiency.

"Upload your latest financial planning documents..."

Adviser Collaboration Rooms

Secure, permission-based sharing with financial advisers, CPAs, estate attorneys, and family membersโ€”enabling coordinated planning and reducing information silos.

"Create an Adviser Collaboration Room?"

Partnership Benefits

Simple Steps That Deepen Adviserโ€“Client Relationships

Evaheld enhances transparency, strengthens trust and improves long-term engagement across generations.

Understand Member Values Faster

Charli uncovers member values, life goals and planning priorities, giving fund managers richer context from day one.

ValuesMilestonesGoals

Members Store All Planning Files in One Place

Members upload super statements, planning documents and summaries โ€” reducing admin burden.

Open Adviser Rooms for Secure Collaboration

Members choose exactly which documents advisers can access, improving alignment and compliance.

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HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

The Evaheld Consumer Experience

Charli, Evaheld AI guide

Charli

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AI Assistant
Charli, Evaheld AI guide

Charli, Evaheld AI guide

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

No setup fees
24-hour response time
Partnership benefits included
Limited partnership spots available for 2026

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Partner Testimonials

What our partners say

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Join our growing network of partners and help your clients preserve what matters most.

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COLLABORATIONS

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
Your Answers.

Partner Questions

Find out more about how Evaheld collaborates with different partners.