Financial advice that leads you to your lifestyle goals
In the next decade women will control the majority of Australia's personal wealth and will need financial advice that is specifically tailored to their needs.
According to detailed research commissioned by JBWere in 2024, women are likely to become the recipients of $3.2 trillion, or 65% of the intergenerational wealth being transferred over the next decade.
Add to this the significant increase in female entrepreneurship, women in high-level leadership roles, higher divorce rates (especially amongst older generations), longer average lifespans and a trend that is seeing the eldest daughter within families being the preferred option to manage the family finances, and you have a wealth landscape that will look significantly different to previous eras in history.
This major shift in wealth distribution is shaping new approaches to financial planning. Women are increasingly at the forefront of wealth accumulation and management, outpacing men in higher education and business ownership. According to CFO magazine's article 'Reshaping Inheritance', women tend to prioritise long-term security, sustainable investing, and legacy planning, and these investment preferences require a more nuanced and tailored approach to financial advice.
At Partners Wealth Group we have noticed an increasing number of women taking control of their financial future.
While there is no doubt that women are more financially literate than ever before, there are still many that would benefit immensely from the strategic advice and direction of an experienced financial advisor.
With 80% of women likely to be solely responsible for their wealth at some point in their lives, it’s important that they are receiving financial advice that is specifically tailored to them and their unique aspirations.
Women often come to us for financial advice due to a major life change such as a divorce, inheritance, career change or death of a partner, but anytime is a good time. As women tend to live longer than men financial planning is even more critical and having a strategy in place ensures financial security, independence, and the ability to navigate life’s unexpected turns with confidence.
Our highly skilled and personable team of financial advisors enjoy getting to know clients and working closely with them to fully understand their individual situation so they can tailor a financial plan to help them reach their goals.
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This information is general in nature and is provided by Partners Wealth Group. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Authorised Representative of Partners Wealth Group Financial Advice Pty Ltd. AFSL 558563 | ABN 33 662 748 496