2023 Advisable Australian report
Introducing women as the new face of wealth
Meeting the advice needs of women
Download the special report now
Report overview
What women really want from their adviser
A significant shift in wealth to women is happening due to several macro-economic factors, yet women are still underserved by the wealth industry.
Netwealth’s 2023 Advisable Australian report provides insights and opportunities for wealth managers to better service women and to significantly improve their financial experience and outcomes.
In this report we explore:
- what financial success looks like for women and the impact of financial stress on their lives
- how women manage their investment portfolios - confidence levels, financial literacy, risk profiles, investment goals and attitudes to ESG
- how to educate and improve the financial experience of women
- the Emerging Affluent women - a younger women client who are educated, in senior roles and have higher levels of wealth
- marketing strategies and tactics to target female clients.
Download the 2023 Advisable Australian report
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Keynote Event
Watch: Empowering the female investor
Women represent a key growth market for financial advisers. Watch this education webinar with Amie Baker from Rekab Advice, Ellie Fordham from Verse Wealth, Molly Benjamin from Ladies in Finance, Natalia Smith from Tru Wealth Advice as they unpack the female investor.
Articles
Report summaries
Dive into the articles highlighting the drivers and advice needs of Advisable Australian women. The articles examine four key areas summarising key insights from the report.
Developing advice tailored for women: why the time is now
Women are increasingly making financial decisions, are at the receiving end of wealth transfers and are growing in affluence. Learn how women are swiftly becoming a business opportunity for forward thinking advice practices.
Read the articleThe Emerging Affluent Woman - millennial women with money
Emerging Affluent women (young women with high incomes) are the group most likely to seek advice and be engaged with their investments. Find out what the female Emerging Affluent want and need from their adviser.
Read the articleAbove and beyond: how client experience is key to building women’s wealth
Many women are considering using a financial adviser, but building an attractive offering goes beyond just the advice itself. Understand why client experience is so important to women in their financial advice journey.
Read the articleSafe, ethical and confident: How to build an advice offering for female investors
A large proportion of female investors have financial goals beyond investing. From ethical investing to insurance and budgeting advice, there’s room for advisers to make a difference when building out an offering. Discover the investing preferences and profiles of Advisable Australian women.
Read the articleResources
More Advisable Australian resources
Explore a range of other Advisable Australian resources, perspectives and learning tools in our collection of whitepapers, workshops, webinars and podcasts.
Investing for good report
Special report
This research report examines investor behaviours and drivers for responsible investing in Australia and breaks down the Australian population into four responsible investor segments. It will aid you in developing your ESG and responsible investment value proposition.
Download
Advising young Australians - The Emerging Affluent report
Special report
Explore The Emerging Affluent – a younger, well-educated, mostly professional Advisable Australian who have tremendous potential as financial advice clients both now and in the future. This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.
Download
Advising HNWs - The Established Affluent report
Special report
This report is a playbook for financial advisers on how to attract, advise and service the Established Affluent, some of the wealthiest and most well-established Australians who, combined, control an estimated $4.1 trillion of household wealth. It provides seven opportunities advice firms should not ignore.
Download
Masterclasses on the Established Affluent HNW segment
Webcast event
Learn how to set up your advice practice for HNW clients, build a pipeline of new HNW clients, and super and SMSF technical strategies specific to this segment. We've brought together leading experts and captains of industry to help financial advisers learn some of the best-in-class tools, tactics and strategies that they use to attract, service and retain their high-net-worth Established Affluent clients.
Watch
Designing a client experience that drives growth
Webcast event
Learn the fundamental truths about client experience from internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild.
Watch
Learn how to master the art of storytelling
Webcast event
Learn how highly-effective advisers use stories to help them establish stronger personal connections and convert more prospects from Invesco Consulting Australia.
Watch
Customer Journey Map Workshop
Workshop
This simple workshop puts your team in the shoes of your customer’s to understand how they experience your service and business. This includes how customers first become aware of you, and what their ongoing interaction and engagement is like.
Download
Speculative Innovation Workshop
Workshop
The best businesses recognise that consumer expectations are constantly evolving and that innovation is required to ensure that these needs are continuously met. This workshop is designed to help your team think differently about your customers and inspire new products, services and ways of doing business.
Download
Ep 74: Customising client experiences and advice with technology
Podcast
Hear Nathan Fradley, Director of Ethos ESG Australia & Senior Adviser at Tribeca Financial, as he identifies opportunities in the client experience from a platform perspective and explains how Ethos is solving the challenges of providing advice on ESG investing in a personalised and transparent manner.
Listen now
Ep 73: Reconciling profitability with impact investing
Podcast
Listen to Ben Krasnostein, Managing Director of Kilara Capital, as he shares insights into impact investing and identifies key impact areas he believes will drive significant change.
Listen now
Ep 68: Curating your client’s best life with wealth technology
Podcast
Hear Santiago Burridge, CEO and Co-founder of Lumiant, discuss non-financial family members and the role of life goals and values.
Listen
Ep 67: Connecting staff and technology to scale wealth firms
Podcast
Catherine Robson, Founder of Affinity Private Advisors, explains the concept of an investment club, her podcast that focuses solely on women raising capital, and what's most important to her when choosing an early-stage investment.
Listen
Discover the possibilities with Netwealth
Access the latest technology and innovations with Netwealth. Our focus is on ease and efficiency, which means we give you and your clients enormous capabilities without the complexity.
Podcasts
Podcasts from industry leading women
Hear what some of the leading ladies of finance have to say in our podcast series Between Meetings with Matt Heine.
Ep 67: Connecting staff and technology to scale wealth firms
Catherine Robson, Founder of Affinity Private Advisors, explains the concept of an investment club, her podcast that focuses solely on women raising capital, and what's most important to her when choosing an early-stage investment.
Listen now
Ep 66: The emotional dimension of business and wealth strategy
Listen to Kristine Brooks, Head of Australian Business at Milford, as she recounts her journey from the trading floors of Perth to her position today, helping to lead the specialist investment firm with just under $17bn under management.
Listen now
Ep 60: Exploring ESG, impact investing and the megatrend of net zero
Kate Temby, Independent Director of Netwealth and Partner at Affirmative Investment Management, discusses why she is passionate about ESG and impact investing, the various shades of green investing and ‘greeniums’, net zero and transition finance, and how she ended up in Samoa on hit TV series ‘Survivor’.
Listen now
Ep 55: Benchmarking for success - Sarah Brennan
Hear Sarah Brennan, CEO of Investment Trends, chat through the changing face of advice business models, the explosion of online broking and what advisers can do to position themselves for millennial markets.
Listen now