The Wealth Connection

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Austinmer, NSW
The Wealth Connection

The Wealth Connection is a boutique financial services group based in Austinmer, Milton and Canberra providing Financial Advice, and Mortgage Broking

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 simplify complex financial terms & strategies in a manner that was digestible and above all, relatable. Nathan and Nik began build

ing 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 three office locations in Austinmer, Milton & 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.

31/07/2025

Thrilled to share that our very own Nathan Hancock has been named a finalist for Executive of the Year at the Australian Wealth Management Awards 2025!

As director and co-creator of the business, this recognition is a proud moment — not just for Nathan, but for the entire team. While the award highlights Nathan’s leadership and commitment to delivering exceptional advice, it’s truly a reflection of the incredible people that make up our firm and the consistent care we bring to our clients.

The Australian Wealth Management Awards recognise the most outstanding professionals and businesses across the country, and it’s an honour to be included in such company. Winners will be announced at the black-tie gala in Sydney on Friday, 22 August 2025.

Well done Nathan — and well done team. 👏

31/10/2024

🎃👻 Halloween at TWC 👻🎃
Yesterday Moore St was buzzing with Halloween spirit once again! Our team dressed up and welcomed trick-or-treaters from the neighbourhood. It was great to see so many families out getting amongst it – thanks to everyone who stopped by!

14/10/2024

~ WE ARE HIRING ~

We are looking at growing our Financial Planning arm in our Austinmer Office. Please DM if interested or pass on to any friends or family.

View the full role description via the seek link below or email your CV to [email protected] 🌱

https://www.seek.com.au/job/79498884

11/10/2024

on this weekend in the Shoalhaven! Plenty of great events and activities to get amongst. Our office has been transformed into a mini gallery with beautiful artwork. Very talented!! We will see you out and about this weekend.

02/10/2024

At The Wealth Connection, we’re more than just your financial lending experts, we’re your neighbours! Located right here in the heart of Austinmer, we’re passionate about helping our local community grow and thrive.

Whether you’re looking to buy your first home, refinance, or need advice on financial planning, we’re here to offer tailored solutions that work for you.
We understand the unique needs of our community and love supporting our neighbours as they achieve their financial dreams.

Come by & say hello, the coffee is on us! ☕️

04/09/2024

Did you know?

Regularly reviewing your mortgage can save you thousands in interest 💰💰Get in touch with our team & let us help with a free mortgage health check!

26/08/2024

We’re thrilled to welcome Dylan and Tristan as partners at The Wealth Connection 🤝🏻
Having been with us since the beginning, they’ve played a crucial role in our success over the last decade. We’ve always valued their input on strategy and direction, and it’s exciting to make their involvement official.

We’re eager to see the fresh ideas and energy they bring as we continue to grow and evolve!

23/08/2024

When the 5am alarm is totally worth it 🤌🏼

The warmer weather is already in full swing here at Austi! Nothing beats having this right at our doorstep.

Happy Friday everyone! 🌊

13/08/2024

Back in late 2019, TWC expanded its footprint with a second office located in the heart of Canberra. Our unique building is part of the charming Forrest fire station precinct located on Canberra Ave in Forrest.

This location boasts character and old-world charm, providing a personal and private presence, all while being conveniently situated.
With this expansion, we’re able to service a wider spread of clientele, ensuring that more people can benefit from our personalised financial services.

Drop by for a chat, we’d love to meet you.

24/07/2024

• Specialised Advice •

When it comes to finance, it’s never a one size fits all solution. So, when it’s time to purchase your first or next property, it’s crucial to find the right solution tailored to your personal circumstances, ensuring your financial wellbeing remains intact.

If you’re not sure where to start, get in touch and we’ll look after the rest 🏠

Address

34 Moore Street
Austinmer, NSW
2515

Telephone

+61242685555

Website

https://www.thewealthconnection.com.au/

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