Nexia Australia

Wealth Connect

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.

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Transform your finances with Nexia Australia Wealth Connect

 
 

Product Features

Its in the cloud

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 

Secure document delivery

Linking of your various accounts - providing real-time financial information

Its in the cloud

Ability to store all of your important documents that can be accessed anytime, from one location (ie: wills, passports, mortgage documents)

Secure document delivery

Platform where your Nexia Adviser can upload documents for actioning Nexia correspondence (ie: forms)

Its in the cloud

Ability to digitally sign documents, allowing you to keep a record of your correspondence 

Secure document delivery

Insights and analytic hub to help understand and improve your financial position

Its in the cloud

Ability for you to engage with your key relationships
(ie: Lawyers, Executors, Family, Insurance and Mortgage Brokers)

Secure document delivery

High level security including encyption using the latest secure technology

 

Nexia Australia Wealth Connect

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.

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Your Nearest Nexia

Adelaide

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.

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Brisbane

Based in 2 locations, Brisbane CBD and Holland Park and with 8 directors and over 50 staff, our Brisbane Firms offers a full service accounting solution with experienced partners and an enthusiastic team.

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Canberra

Based in Canberra's CBD with 6 partners and over 100 staff, our Canberra office offer a full service accounting solution with experienced partners and an enthusiastic team.

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Christchurch

Based in Christchurch's CBD with 15 partners and over 120 staff, our Christchurch office offer a full service accounting solution with experienced partners and an enthusiastic team.

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Darwin

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.

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Melbourne

Based in Melbourne's CBD with 10 partners and over 70 staff, our Melbourne office offer a full service accounting solution with experienced partners and an enthusiastic team.

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Perth

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.

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Sydney

Based in Sydney's CBD with 17 partners and over 120 staff, our Sydney office offer a full service accounting solution with experienced partners and an enthusiastic team.

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