Clients

We work with women who are engaging with the financial services industry following a divorce, death of a spouse or inheritance and want answers to the questions below.

We work with the

More than 7 in 10 (71.7%) women who do not feel confident when it comes to investing¹

49.6% of women who want investment providers to be more transparent on costs²

70% of women who are interested in learning more about understanding financial language³

Do you wonder:

1. How do I find a Financial Adviser with the right experience whose values are aligned to mine?

2. How do I assess if the fees charged by a Financial Adviser are reasonable?

3. How do I know if the advice I am receiving from a Financial Adviser is independent?

4. How can I get the most value from my Financial Adviser?

5. Where can I go to receive independent financial education and information?

If these questions are keeping you up at night Finiver offers a free initial no-obligation consultation to assess if we can help.

Testimonials

“Having never had an opportunity to be involved with investments and complex financial plans until later in life I was filled with fear that I would not be up to the task and could lose it all!
Kristin was a fantastic support and assisted me to gain knowledge and an understanding of terms, processes and methodologies used in the financial services industry. I now feel more confident to discuss plans and strategies with a range of people within financial services and am no longer fearful of asking questions or of expressing my opinion.
Thank you Kristin for all your help and encouragement .”

— Judy, 71

“Kristin has a lot of experience across a broad range of financial areas, however it is her integrity, approachable style
and passion for sharing her knowledge and guiding others that sets her apart from other financial professionals.”

— Susan, 43

Can we help you too?

Let us help you: Reach out to us via the contact form, or email on discover@finiver.com.au and we will call you back.

15 + 3 =

Statistic sources:

  1. “The financial power of women – A state-of-the-nation report on the barriers to women investing”, Fidelity International, 2019
  2. “The financial power of women – A state-of-the-nation report on the barriers to women investing”, Fidelity International, 2019
  3. “Financial literacy – Women understanding money”, Australian Government Financial Literacy Foundation, 2008