OUR STORY

Having worked in large-scale financial services firms,we 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 you build the life you envision.

OUR STORY

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.

ADVISERS

Nik Preiner

Nik Preiner

Nathan Hancock

Nathan Hancock

Roger Hancock

Roger Hancock

Benjamin Bouffler

Benjamin Bouffler

Dylan Beer

Dylan Beer

Tristan White

Tristan White

Lauren Thomas

Lauren Thomas

WHAT WE BELIEVE:

  • We deliver tailored financial solutions as individual as you are. We make it our business to understand yours.

  • Making real and lasting connections built on trust and integrity is at the heart of what we do.

  • We are connecting all of your financial needs under one roof, freeing up more time and resources to enjoy the good things in life.

  • We are focused on driving results, growing together and delivering a premium service proposition that we can be proud of.

  • We don’t believe in fine print. We value upfront, uncomplicated and honest conversations that you can relate to.