Advisable Australian research
Introducing women as the new face of wealth
Meeting the advice needs of women
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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 report. Women as the new face of wealth, based on our 2023 Advisable Australian research, 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.
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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 highlights
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 article
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