Having both worked in large-scale financial services firms since 2005, Nathan Hancock and Nik Preiner dreamed of opening a boutique financial services group in a small community-centric coastal town, close to a major city, where every financial need is serviced under one roof to help people build the life they envision. After feeling disillusioned by the corporatisation of the industry at large, and noticing the apparent disconnection between clients and their advisers, Nathan and Nik set out to fill a gap in the market for a truly personalised and engaging financial services offering that caters to all ages and stages of life.
Imagining a niche financial services group based on creating a unique customer experience and the need to start a dialogue about how to achieve long-term financial security without compromising on lifestyle - they set out to simplify complex financial terms and strategies, making them digestible and above all, relatable. Nathan and Nik began building a business model that integrates premium services, a boutique aesthetic, strong attention to detail and a focus on building a connected community of like-minded people, investing in their futures. 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. This allows us to now offer a complete suite of services to all demograhic 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, truly client focused and successful business.