Seasoned industry exec joins Sydney wealthtech

New wealthtech, HeirWealth, has announced it will be working with former General Manager of the Australian Unity Advice business and Count Financial acting CEO, Michael Csavas, to scale its platform and drive product development.

Csavas brings over 25 years of experience and knowledge in the wealth management, lending and banking sectors, across strategy, finance, distribution, start-ups, mergers and acquisitions (M&A) and general management.

“As client needs have evolved over recent years, technology has not kept pace to genuinely help trusted advisers establish deeper relationships with their clients and create that human connection,” said Michael.

“I am passionate about the importance of advisers in giving clients peace of mind through the advisory services they provide and helping them with the tech tools to deliver those services, effectively and efficiently.

“The beauty of HeirWealth is that it offers an innovative engagement platform that transcends the data driven approach of tools in the market today and is truly valuable to both the adviser and the client relationship, allowing a whole of wealth and family group view.

“This is crucial for improving engagement across generations and aides the intergenerational wealth transfer that is gathering pace.”

Ray Tubman, Founder and chief executive of HeirWealth, welcomed Csavas to the team as a collaborator who will lend insights into  managing relationships with financial advisers, accountants and their clients.

“We are really excited to be working with Michael because he brings expert insights into the daily challenges of financial advisers and accountants, which are important to us as technologists who want to push the boundaries of wealthtech,” he said.

“I’m excited to help increase the brand’s profile and assist clients and advisers in leveraging this innovative platform. The challenge of scaling something as ground-breaking as HeirWealth for the benefit of adviser’s client relationships as well as their businesses is what truly motivates me,” Csavas said.

“Moreover, it’s not just about the software, but the higher purpose of solving the intergenerational wealth transfer problem, which Ray and the team are passionately committed to.”

HeirWealth first launched in May this year to prepare financial advisers and their clients ahead of the intergenerational wealth transfer.