FamilyVault gives your clients a private, organised financial register — so when they walk into your office for a will, estate planning or financial advice, the groundwork is already done.
Estate planning, wills, probate, power of attorney. Your clients need an organised financial picture before you can do your best work.
Every SOA starts with a fact-find. FamilyVault gives your clients a structured way to capture their complete financial picture before the first meeting.
Tax time, business succession, SMSF administration — clients with organised records are clients you can actually help efficiently.
Loan applications require a complete picture of assets and liabilities. FamilyVault gives clients a structured way to prepare before approaching you.
The first meeting with a new estate planning client rarely starts with advice. It starts with discovery. Finding out what they own, where it is, and who knows about it.
That discovery phase costs your clients money and your practice time. And when a client passes away or becomes incapacitated without a complete financial register, the family faces months of searching, often at the worst possible moment.
FamilyVault solves this before it becomes your problem.
"It took us 14 months to find all of Dad's accounts after he passed. We had no idea he had three super funds."
"My client came in for their will appointment without knowing their super fund, their insurance provider, or whether they had an offset account."
You don't need to integrate anything or manage any technology. FamilyVault works entirely on the client's side.
A simple email or mention at the end of a meeting. "Before our next appointment, set up your FamilyVault — it'll save us both time.' That's all it takes.
Takes 10-15 minutes. They record their super, property, shares, insurance, loans and any other financial instruments. No account numbers, just institution names and values.
With your client's consent, they can add you as their emergency contact. You get secure read-only access to their financial summary if needed.
One click generates a clean, structured financial summary, ready for estate planning, SOA preparation, loan applications or any professional engagement.
The PDF your clients bring to every meeting:
When your referred clients upgrade to Pro, you earn a commission on every payment, for as long as they remain subscribers. No caps, no expiry.
Register as a professional partner and receive your unique referral code to share with clients.
Clients enter your code when upgrading. Their first 3 months are discounted, making the recommendation even easier.
Receive commission on every active subscriber you referred. Paid monthly to your nominated account.
Commission rates discussed on registration · Contact us to learn more
Every registered professional partner receives a free FamilyVault Pro account — so you can experience it firsthand before recommending it to clients.
Register as a professional partner and receive a complimentary Pro account with unlimited entries, partner sharing, emergency contact access, and PDF report generation.
No obligation · Takes 2 minutes · We'll be in touch soon
FamilyVault is built to complement your professional obligations, not complicate them.
You only access client data when they explicitly grant you emergency contact access. All access is logged.
FamilyVault is a record-keeping tool only. It does not provide financial, legal or tax advice — complementing your licensed services.
Data stored in Australia, governed by Australian Privacy Principles. Compliant with your professional privacy obligations.
Register as a professional partner — free account, referral commission, and a tool your clients will thank you for.
Register as a Partner →No obligation · Australian owned · hello@familyvault.com.au
Fill in the form below and we'll be in touch soon with your free Pro account and client referral code.
We'll be in touch soon · No obligation · Australian owned