2023 Advisable Australian Report - CPD Keynote
Empowering the female investor
Hear from advisers and experts specialising in advice to women
Evolve your advice approach for female investors
Women represent a key growth market for financial advisers as affluent females seek targeted advice.
Watch, Amie Baker from Rekab Advice, Ellie Fordham from Verse Wealth, Molly Benjamin from Ladies in Finance, Natalia Smith from Tru Wealth Advice unpack the female investor.
From this video, you will learn:
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The differing financial drivers, beliefs, goals and needs of females
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The investment characteristics of women, and how they want their portfolios managed.
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How to engage the female investor, with personalised client experiences and deeper relationships.
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How to grow you female client base with content marketing, social media and referral strategies.
Watch the keynote:
Speaker bio
Guest speakers
Amie Baker, CEO, DFP, Financial Adviser from Rekab Advice
Amie runs her own practice called Rekab Advice and operates a money mindset coaching arm of her business known as Centsability.
Amie recently won the prestigious AFA Female Excellence in Advice award, is NSW state chair of AFA Inspire and is also a Director of The Equanimity Project which is an Australian first initiative and a solution focussed advocacy agency for women, (their children, and pets) escaping domestic violence and women at risk of homelessness.
Ellie Fordham, Financial Adviser from Verse Wealth
Ellie is a warm and approachable adviser with a wealth of technical knowledge and over fifteen years of experience in the financial services industry.
Ellie has been recognised as the IFA Goals Based Adviser of the Year for 2022 and was an AFA Rising Star of the Year finalist in 2019. She has also been featured on Channel 10’s The Project and has contributed to articles for the Australian Financial Review.
Molly Benjamin, Founder of Ladies Finance Club
Molly Benjamin started her own business as a leading money coach. Her business is known as Ladies Finance Club which was born in London in 2018 and launched in Australia in August 2019. Since then Ladies Finance Club has had over 35,000 women attend an event, masterclass, webinar or workshop and has partnered and run corporate workshops with the likes of Google, Pinterest, Deloitte, Audible and more!
Natallia Smith, Director of TruWealth
Natallia started her own financial planning business in 2010. Combining her previous education in psychology with her training and knowledge of nearly 20 years in the financial services industry, Natallia now specialises in helping and educating pre-retiree single women. (never married / widowed / separated / divorced) to manage their financial affairs and achieve financial independence and security.
Kate Temby, Independent Director of Netwealth
Kate is a Partner with Affirmative Investment Management and member of Investment Committees for Conscious Investment Management and Melbourne Grammar School. Previously, Kate has worked in global roles as a Managing Director at Goldman Sachs Asset Management and a Consultant at PwC.
Karen Bismann, Senior Distribution Manager from Netwealth
Karen has more than 30 years experience in Financial Services and is a Senior Distribution Manager at Netwealth. Karen is responsible for the distribution of Netwealth's platform, managed account and investment capabilities to advisers and private wealth practices.
Latest research: Women as the new face of wealth
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.
Resources
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