MELBOURNE – Empowering High-Net-Worth Women: Addressing Barriers & Biases in the Finance Sector – Hosted by WiBF, JBWere & NAB

The landscape of high-net-worth women in Australia is undergoing significant evolution, driven by increased participation of women in the workforce, coupled with higher educational attainment and a growing interest in entrepreneurship. Moreover, women are set to inherit AUD$3.2 trillion, in the largest wealth transfer Australia has seen.

The recently released JBWere Growth of Women and Wealth report, exploring Australia’s growing cohort of high-net-worth women, shines a light on their increasing influence and wealth management needs. It also highlights the challenges they continue to face. Women are accumulating their own assets and investments, while also benefiting from intergenerational wealth and Baby Boomer business transfers.

Together with higher divorce rates, especially among older generations, high-net-worth women are often required to navigate wealth management, at times without prior experience or existing relationships with professionals. Many women exhibit strong interest and capability in managing their financial affairs. However, women often face barriers and biases when accessing financial services.

This event held in Melbourne will bring together professionals in the banking and finance sectors to discuss the rising influence of high-net-worth women and explore how the finance industry can better support their growth and financial leadership. This event aims to provide valuable insights, foster collaborative discussions and develop strategies that cater specifically to the unique needs and opportunities of high-net-worth women.

Topics

• Discuss the increasing impact of HNW women in the financial world and how they are redefining wealth
• Addressing challenges and opportunities specific to HNW women
• How can financial institutions better serve HNW women
• Success story (client or industry perspective)

Who should attend

• HNW women and female financial leaders
• Wealth managers, financial advisors and industry professionals
• Advocates for gender diversity and inclusion in finance
• Financial planners and strategists focused on serving HNW clients

IMPORTANT NOTE:

Tickets are limited, please reach out to Hayley Graham, events@wibf.org.au, to secure your spot.

FULL PANELIST LINEUP TO BE ANNOUNCED SHORTLY. Keep an eye on this page for more information.