The Wealth Connection

The Wealth Connection

Financial Services Nsw, Au 16 employees
Employees
16
Contacts
3
Emails
3

The Wealth Connection Overview

Headquarters
Nsw, Au
Industry
Financial Services
Employees
16
Founded
2014
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About The Wealth Connection

Imagining a niche financial services group based on providing a unique customer experience, Nathan Hancock & Nik Preiner set out to create a truly personalized & engaging financial services offering. The vision was to service every financial need under the one roof and simplifiy complex financial terms & strategies in a manner that was digestible and above all, relatable. Nathan and Nik began building a business model that integrated premium service, a boutique aesthetic, and a strong attention to detail. In 2014 The Wealth Connection was born, bringing their vision to life. In 2016, Roger joined The Wealth Connection bringing with him over 38 years of experience in the financial services industry. The offering quickly expanded to provide our complete suite of services to all demograhics and life stages. Roger heads up the Private Wealth Service and has taken up the role of Chairman for the group helping the existing directors continue to develop a highly respected, well connected, and truly client focused business. The Wealth Connection has flourished and grown to include a diverse staffing base implemented to help meet the growing demand for our services across three office locations in Austinmer, Canberra and Milton. The team includes a number of talented financial advisers & mortgage brokers as well as a dedicated and highly capable group of support staff to ensure exceptional outcomes for our clients.

The Wealth Connection Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage

The Wealth Connection Org Chart

Sample employees and titles
Name Title Contact
Tristan White Mortgage Broker at the Wealth Connection
Email
Nik Preiner Director - Finance Broker at the Wealth
Email
Maria Hancock Financial Controller - the Wealth
Email

Employees by Management Level

Individual contributor 7 profiles
Director 1 profile
Manager 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 0
General 3 3 0
Sales 1 1 0
Executive 1 1 0

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