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 2 office locations in Austinmer & Canberra. 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.

Website: thewealthconnection.com.au

Employees: 20 - 49

HQ:

Location: Austinmer, NSW, AU

Revenue: 1 - 2.5 Million

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The Wealth Connection: A Personalized Approach to Financial Services In an era where financial services are often seen as impersonal and complex, The Wealth Connection is a breath of fresh air. Founded by Nathan Hancock and Nik Preiner in 2014, this niche financial services group has made it its mission to provide a unique customer experience, combining premium service, a boutique aesthetic, and a strong attention to detail. With a focus on truly understanding their clients' financial goals and aspirations, The Wealth Connection offers a comprehensive suite of services to cater to all demographics and life stages. From financial planning and lending solutions to wealth protection, their team of experienced financial advisers and mortgage brokers are dedicated to helping clients achieve their financial objectives. The Wealth Connection has grown significantly since its inception, with two office locations in Austinmer and Canberra, and a diverse staffing base to meet the increasing demand for their services. Despite their growth, the company remains committed to their core values of personalized service and attention to detail, ensuring that each client receives the highest level of care and support. As Chairman and Principal Adviser, Roger Hancock brings over 38 years of experience in the financial services industry to the table. His expertise has been instrumental in helping The Wealth Connection expand its offering and solidify its position as a highly respected and well-connected business. With a strong focus on community and a commitment to delivering exceptional outcomes for their clients, The Wealth Connection is a shining example of what it means to truly put the customer first. Whether you're looking for financial planning, lending solutions, or wealth protection, The Wealth Connection is the perfect partner to help you achieve your financial goals.