HeirWealth Engages Leading Financial Services Specialist Michael Csavas to Enhance Platform for Accountants and Financial Advisers

HeirWealth, an emerging Sydney-based wealthtech platform, is pleased to announce the engagement of Michael Csavas, a high profile financial services sales and distribution specialist, to drive the platform’s focus on delivering cutting-edge tools for accountants and financial advisers.

With over 25 years of experience in the financial services industry, including wealth management, lending, and banking, Michael Csavas brings extensive experience and knowledge of the intermediated market to HeirWealth. His background spans strategy, finance, distribution, start-ups, mergers & acquisitions, and general management. Notably, Michael has recently served as General Manager of the Australian Unity Advice business, acting CEO of Count Financial and led Count’s mortgage aggregator, Finconnect, through significant turnaround and growth phases.

“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 & CEO of HeirWealth, expressed his enthusiasm for the collaboration: “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.”

Michael is equally eager to contribute to HeirWealth’s growth: “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 groundbreaking as HeirWealth for the benefit of adviser’s client relationships as well as their businesses is what truly motivates me. 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”

The HeirWealth platform empowers individuals, families, and professional advisers with unparalleled financial visibility. With a comprehensive view of assets and liabilities spanning 40 different classes—including traditional investments like shares and property, as well as non-traditional assets such as collectibles.

The HeirWealth app connects seamlessly with 20,000 financial institutions globally, automating the aggregation of wealth data into its comprehensive registry platform. It also offers customisable white-label solutions for financial advisers, wealth managers, accountants, lawyers, and other professionals, enhancing client engagement and retention.