Rhea Nath 27 March 2023

Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship.

According to Amie Baker, chief executive of Rekab Advice, tapping into a client’s core values and understanding their approach to money was of utmost importance.

Speaking at a recent Netwealth webinar on female investors, she said: “It’s not just about the factfind or the numbers; it’s got to do with maybe even how they have perceived money from their childhood, how they have experienced money, and what’s caused those stresses.”