Mar 28, 2025
Women as the new face of wealth, 2023
By Netwealth
A significant shift in wealth to women is happening due to several macro-economic factors, yet women are still underserved by the wealth industry.
Women as the new face of wealth, based on Netwealth's 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, Netwealth explores:
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.