HeirWealth partners with Sydney advisory firm
Wealth technology platform HeirWealth has announced a partnership with Hatch Accountants to support the intergenerational wealth transfer.
Launched in April 2024, HeirWealth provides individuals, families, and professional advisers with the tools to help them manage over 40 asset classes, including equities, funds, and property. Meanwhile, Hatch Accountants is a Sydney-based boutique accounting and advisory firm.
Combining Hatch’s personalised advisory services and HeirWealth’s innovative platform, the fintech said this partnership will deliver a “powerful solution”, allowing clients to clearly visualise their overall financial position for both now and into the future.
As the HeirWealth platform developed with the intention of facilitating intergenerational wealth transfers, the fintech’s founder and chief executive, Ray Tubman, said this partnership is another key step towards supporting advisers and their clients.
“This partnership enables their team to access and leverage our tools to deliver even greater value to their clients – through richer insights, better data organisation, and simplified engagement with family members across generations,” Tubman said.
“At a time when the great wealth transfer is reshaping the advisory landscape, Hatch is now even better equipped to guide clients through complexity with confidence.”
Speaking on the partnership, Hatch Accountants director Nicholas Marshall said this move will allow the firm to better support their clients by giving them a better understanding of their family’s position and facilitating conversations with other key professionals in their network.
“We appreciate being able to provide more insight into the numbers as they stand across multiple entities so we can provide our clients with a better understanding of their current position,” Marshall said.
“We are fortunate to have a partnership with HeirWealth as we are similar in the way our high-performance teams approach new technology.
“The partnership brings a new way for us to connect with clients and their greater adviser network and to apply our accounting and tax lens at a wider angle to help clients’ personal goals match their business aspirations.”
This announcement follows HeirWealth’s integration with Class Super, one of Australia’s leading administrative solutions for self-managed superannuation funds (SMSFs), in March.
Through the partnership with Class Super, advisers are given the tools to access automatic daily valuations, reducing the need for manual data maintenance and saving advisers time on administrative tasks.
Speaking at the time, Tubman said: “This collaboration is all about simplifying the centralisation of family wealth for accountants and advisers by enhancing HeirWealth’s integrations.
“HeirWealth is committed to providing our clients with the tools and insights needed to capitalise on the great wealth transfer with confidence while nurturing intergenerational engagement.”
AUTHOR
Shy-Ann Arkinstall
Recommended for you
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam is unethical.
Despite having less growth potential than other assets, financial advisers have said cash allocations are providing a sense of comfort for clients, allowing them to ride out volatility without sacrificing their lifestyle.
AMP’s advice platform has announced three additions to its managed account menu with the new funds aimed to help advisers with clients’ income protection and fixed income needs.
Submissions and nominations are now open for the Australian AI Awards 2025 – submit now to be recognised for excellence.
