HeirWealth inks platform deal with boutique advisory

HeirWealth has further solidified its wealthtech platform offering by inking a new deal with Sydney-based boutique advisory firm, Hatch Accountants.

The partnership will see Hatch’s clients, ranging from entrepreneurs and start-ups to more established businesses, gain access to the HeirWealth platform and allow for Hatch’s advisory services to involve deeper insights, data-driven solutions and tech-powered support.

“Hatch Accountants is known for their forward-thinking approach and close client relationships,” HeirWealth founder and CEO, Ray Tubman, said.

“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.

“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.

“The HeirWealth platform helps accountants and advisers to capitalise on the Great Wealth Transfer, by enriching long-term client relationships through actionable innovative tools, data insights and a sophisticated user experience.”

The HeirWealth platform was established to help individuals, families and advisers navigate the estimated $3.5 trillion in wealth would be transferred by Australians to the next generation over the next decade.

The partnership with Hatch is the first step in ensuring Australians are readily supported throughout this process of intergenerational wealth transfer.

“HeirWealth allows our clients to see a holistic view of their family’s position and triggers conversations with their greater advisory network including financial planners, Mortgage brokers and lawyers,” Hatch Accountants Director, Nicholas Marshall, said.

“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.

“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.”