The Wealth Connection
Financial Services
Nsw, Au
16 employees
- Employees
- 16
- Contacts
- 3
- Emails
- 3
The Wealth Connection Overview
- Headquarters
- Nsw, Au
- Website
- thewealthconnection.com.au
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2014
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Tristan White | Mortgage Broker at the Wealth Connection | Wollongong, New South Wales, Australia |
Email
|
| Nik Preiner | Director - Finance Broker at the Wealth | Greater Sydney Area, Australia |
Email
|
| Maria Hancock | Financial Controller - the Wealth | Canberra, Australian Capital Territory, Australia |
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 | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 0 |
| General | 3 | 3 | 0 |
| Sales | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
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