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.
Company Details
- Employees
- 16
- Founded
- -
- Address
- 2/34 Moore Street, Austinmer,nsw 2515,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- thewealthconnection.com.au
- HQ
- Austinmer, NSW
The Wealth Connection Questions
The Wealth Connection's website is thewealthconnection.com.au
The Wealth Connection's LinkedIn profile is https://au.linkedin.com/company/the-wealth-connection
The Wealth Connection has
16 employees.
View email and phone details for 16
employees at The Wealth Connection.
The Wealth Connection's industry is
Financial Services
The Wealth Connection's top competitors are
Premium Wealth Planning,
Lendful Financial Pty Ltd,
Cardena Private Wealth,
Wealth Simplicity,
Shield Wealth Pty Ltd,
Icap Partners,
Wealth 8,
Wealth Depot,
Arrowstone Wealth Planning Pty Ltd,
The Paint Place Group Of Stores.
The Wealth Connection's categories are Financial Services
The Wealth Connection's founding year is 2014
