Essential Tech helps financial planning, wealth management and lending firms protect client trust, maintain compliance and confidently embrace innovation.
ISO 27001:2022 certified
SMB1001 Partner
Australian owned · Brisbane, Sydney and Melbourne
What keeps principals awake
It’s also the first thing at risk when something goes wrong.
A licence or regulatory obligation you can’t evidence when it’s asked for.
Client financial and identity information exposed through email, a device or a supplier.
Advice, settlements and client meetings on hold while systems are down.
Staff using AI tools on client information without clear rules.
How we protect your firm
Protect what you’ve built, keep client service running and adopt new technology safely, with one accountable partner.
What you get
Where we start
A discovery call to understand your requirements.
A tailored proposal based on what we find.
Once accepted, a planned, documented onboarding.
Ongoing reviews, certification where it applies, and a roadmap.
Book your assessment
Tell us a little about your firm and what’s prompting the review. We’ll come back to you to book the discovery conversation.
Helping you protect what you’ve built and build what’s next. Australian owned, operating in Brisbane, Sydney and Melbourne with local accountability and global capability.
