HeirWealth Featured on AusBiz Wealth(y) Effect

We are very excited to share that HeirWealth is beginning to garner some attention in from Australian Media!

Ausbiz, one of Australia’s leading TV channels focusing on financial news, recently showcased HeirWealth CEO and BDM, Ray Tubman and Daniel Tubman respectively, to discuss the current state of the market and the need for wealth managers to implement innovative solutions in preparation for the Great Wealth Transfer.

Over the next 20 years there will be around $74 trillion USD handed down from the baby boomers to the millennials and the current retention rates of financial advisors is approximately 30% after the next-of-kin inherits wealth. HeirWealth offers a platform that seeks to improve this retention for advisors and help individuals and their families get organised by offering a sleek, automated, mobile living wealth register which tracks both traditional and lifestyle investments.

The AusBiz feature highlighted the positive experiences of early current users who praised the platform’s ability to centralise and organise their financial information. Ray highlighted how users are particularly impressed by the platform’s data security measures, offering reassurance that their sensitive information would remain protected.

Further, the feature on the Wealth(y) Effect highlighted that HeirWealth not only empowers individuals and their families to manage their wealth effectively but also plays a crucial role in wealth transfer. Through its sophisticated features, users can easily understand the complex structure of wealth, organise their assets, and relieving the burden on their loved ones during times of transition.

The recognition from AusBiz not only adds to HeirWealth’s credibility as a complete wealth register but also highlights its potential to shape the future of personal and family finance. With its cutting-edge technology and commitment to user-centric design, HeirWealth is spearheading a movement towards a more transparent and efficient financial landscape.

If you’re interested in learning more, please Contact Us.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. Please consult with a financial professional before making any investment decisions.