Take control of your finances with Nexia Australia Wealth Connect. A secure vault solution which enables you to access your financial affairs anytime, anywhere, in one secure spot.
Nexia Australia Wealth Connect is a customised platform and smart vault that allows you as an individual to store important information about yourself or your family, securely.
It is not a run of the mill analytics tool, Nexia Australia Wealth Connect constantly aggregates your information, drawing down data from all your sources to automatically give you a complete overview of your financial life right now.
Access your personalised financial dashboard - providing a complete overview of your current financial position, a forecast of future net worth and how your finances would cope if your situation changed
Linking of your various accounts - providing real-time financial information
Ability to store all of your important documents that can be accessed anytime, from one location (ie: wills, passports, mortgage documents)
Platform where your Nexia Adviser can upload documents for actioning Nexia correspondence (ie: forms)
Ability to digitally sign documents, allowing you to keep a record of your correspondence
Insights and analytic hub to help understand and improve your financial position
Ability for you to engage with your key relationships
(ie: Lawyers, Executors, Family, Insurance and Mortgage Brokers)
High level security including encyption using the latest secure technology
Frequently Asked Questions
Getting started with Wealth Connect
Take control of your finances today.
Complete your details below for a free demonstration and discover how Nexia Australia Wealth Connect can transform your finances.
Based in Adelaide's CBD with 10 partners and over 90 staff, our Adelaide office offer a full service accounting solution with experienced partners and an enthusiastic team.Meet the teamGet in touch
Our Auckland office offers a range of accounting services, including Business Advisory, Business Improvement, Succession Planning and Bookkeeping available. The office also operates the North Shore's only dedicated Tax Consultancy team.Meet the teamGet in touch
Based in 2 locations, Brisbane CBD and Holland Park and with 7 directors and over 50 staff, our Brisbane Firms offers a full service accounting solution with experienced partners and an enthusiastic team.Meet the teamGet in touch
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Based in Darwin's CBD with 1 partner and over 15 staff, Darwin’s forward-thinkers, Nexia Edwards Marshall NT have been invested in the success of Territorians for over 20 years.
Based in Melbourne's CBD with 11 partners and over 70 staff, our Melbourne office offers a full service business and accounting solution with experienced and dedicated team members.Meet the teamGet in touch
Based in Perth's CBD with 9 partners and over 100 staff, our Perth office offer a full service accounting solution with experienced partners and an enthusiastic team.Meet the teamGet in touch