Plans & Pricing
Australian Dollars $Individual
Professional
2 Family Entities
A Family Entity refers to any person or entity that holds wealth such as individuals, companies, SMSFs or any variant of trusts. Learn more
1 Charitable Trust Included
Unlimited Users
10GB Storage
All Features
- Dashboard
- Family Group
- Asset List & Valuations
- Document Library
- Calendar Events
- Contacts
- Reports
- Analysis
4 Family Entities
A Family Entity refers to any person or entity that holds wealth such as individuals, companies, SMSFs or any variant of trusts. Learn more
1 Charitable Trust Included
Unlimited Users
20GB Storage
All Features
- Dashboard
- Family Group
- Asset List & Valuations
- Document Library
- Calendar Events
- Contacts
- Reports
- Analysis
8 Family Entities
A Family Entity refers to any person or entity that holds wealth such as individuals, companies, SMSFs or any variant of trusts. Learn more
1 Charitable Trust Included
Unlimited Users
50GB Storage
All Features
- Dashboard
- Family Group
- Asset List & Valuations
- Document Library
- Calendar Events
- Contacts
- Reports
- Analysis
12 Family Entities
A Family Entity refers to any person or entity that holds wealth such as individuals, companies, SMSFs or any variant of trusts. Learn more
1 Charitable Trust Included
Unlimited Users
100GB Storage
All Features
- Dashboard
- Family Group
- Asset List & Valuations
- Document Library
- Calendar Events
- Contacts
- Reports
- Analysis
One Family Entity is any person or entity that holds wealth such as an individual, company, SMSF and any variant of a trust. An example of 4 Family Entities might include two individuals, a company and an SMSF.
Companies should only be recorded as Family Entities if they are for the sole purpose of holding wealth or investments. Operating or trading companies can be recorded as Assets within HeirWealth. Adult children and other relatives who you would like to have visibility of the information within HeirWealth can be added as users rather than “Family Entities” as they won’t hold any assets.
Don’t just take it from us…
"Sadly I fell into that cohort of people who hadn't thought about the visibility of my finances and just kept a mental filing cabinet of where everything was located. When I saw HeirWealth the benefit was immediately clear. Holding all relevant docs in one place, being able to digitally catalogue them, real time price them and know that should anything happen to me my wife can easily access the family wealth. Complete peace of mind, visibility and clarity."
Nick Raine
CEO, Soderberg & Partners Wealth
"I love that HeirWealth allows me to store all of my documents in one place. I can also upload a photo of any asset that I am leaving to someone, and can attach stories, making the distribution of assets in my will a much more personal and engaging experience. I haven’t seen that before anywhere."
Connie McKeage
Individual User
"The transfer of wealth is an important and proactive task that Heir Wealth facilitates. It creates the discipline of maintaining an accurate register of assets; its calendar events remind my family and other beneficiaries of my estate, to discuss regularly the changing valuations and required updating of the information. It is also a must for succession planning."
Eng Lee
Individual
"I feel a great sense of comfort in knowing that HeirWealth prioritises security and is helping to protect my assets and legacy."
Andrew Lawrence
Founder & CEO, de.iterate
Questions? We have answers
What is your refund policy?
Only the primary controller of an HeirWealth account can cancel their subscription at anytime.
HeirWealth does not offer any refunds (full or partial). Keep in mind that once you cancel you will no longer have access to your HeirWealth account.
For further information on our cancellation terms, please contact HeirWealth separately at info@heirwealth.com
Before cancelling, we ask that you consider the following:
*Export any important data as you will immediately lose access on cancellation.
*All users associated with the family will also lose access.
What if I decide to cancel?
We’d be sorry to see you go, but if you decide to cancel you can do so at any time.
Whilst only a primary account holder can cancel an account, any user/member associated with a group, can also delete their profile at anytime.
HeirWealth does not offer any refunds (full or partial).
Keep in mind that once a primary account holder cancels an HeirWealth subscription, access will still be available until the end of your billing period. For example, this means if you have paid for a monthly or annual subscription, you will have access until the end of that billing cycle.
For further information on our cancellation terms, please contact HeirWealth separately at info@heirwealth.com
How does HeirWealth's pricing work?
HeirWealth offers a number of pricing plans for individual and professional user types.
To book a Call with Sales, please visit this calendly link
Or please visit our pricing page or contact us for more information at info@heirwealth.com
We need to change the number of users. How will that work?
If you need to change the number of users associated with your account, you can do so at anytime.
Primary controllers are able to add or delete users and change their permissions within the user section of the family group page.
For any further information on this, please get in contact with us at info@heirwealth.com
What technology integrates with HeirWealth?
HeirWealth’s platform provides Open Banking integration which allows users to automatically synchronize financial data and perform daily valuations.
HeirWealth has Open Banking regulatory approvals in Australia and the United Kingdom.
HeirWealth integrates with numerous investment product providers through our integration with Envestnet | Yodlee and a suite of native integrations that includes BGL, Xero and coming soon, Myob and Macquarie.
Alongside these direct integrations, HeirWealth also has data providers for daily pricing of over 150,000 global financial instruments in 170 currencies.
To book a Call with Sales, please visit this calendly link
For more information, contact HeirWealth via info@heirwealth.com
What financial data do you collect?
At HeirWealth, we only collect the necessary data to run HeirWealth, and retain all data under a strict security environment.
The data we collect is either provided directly by you or your financial institution, only after you have provided your consent.
For more information, contact HeirWealth via info@heirwealth.com
Do you sell or share my personal information?
No, your personal identifiable data will not be sold or shared. You can however share it with people you grant access to, such as a family member or your adviser on the HeirWealth platform.
HeirWealth encrypts all your data and stores it in a secure location.
However we may share deidentified customer data with trusted third parties that assist us in delivering and improving the HeirWealth app.
These service providers are contractually bound to protect the confidentiality and security of your deidentified personal information.
For further details, please see our privacy policy.
Where is my personal information located?
Your personal data is securely stored in a Microsoft Azure cloud database, which is located in the country where you registered your HeirWealth account.
This means if you signed up in Australia, your data will be stored in Australia.
For more information, contact HeirWealth via info@heirwealth.com
Didn’t find the answer you are looking for? Contact our support
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