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.
View Top Employees from The Wealth ConnectionWebsite | http://www.thewealthconnection.com.au |
Revenue | $400000 |
Employees | 14 (14 on RocketReach) |
Founded | 2014 |
Address | 2/34 Moore Street, Austinmer, New South Wales 2515, AU |
Phone | +61 2 4268 5555 |
Technologies |
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Industry | Financial Services, Business Services General, Business Services |
Competitors | ClearStone Wealth, GDA Group Pty Ltd, Intergenerational Wealth |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5416 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 54161 Companies, NAICS Code 541611 Companies |
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The The Wealth Connection annual revenue was $400000 in 2024.
Nik Preiner is the Director | Finance Broker of The Wealth Connection.
14 people are employed at The Wealth Connection.
The Wealth Connection is based in Austinmer, New South Wales.
The NAICS codes for The Wealth Connection are [5416, 54, 541, 54161, 541611].
The SIC codes for The Wealth Connection are [874, 87].