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Women & Finance

Fact Sheets & eBooks


Explore topics  
  • Financial Planning
  • Retirement
  • Women and finance
  • Ask An Adviser


How to create financial independence

A guide to creating financial independence, from preparation, creating a passive income and living your dream retirement.

Financial independence may mean different things to each of you. The definition of financial independence is being able to support your lifestyle without needing to work and can be supported by income through investments or assets. For some of you however financial independence may take on its own meaning of being able to financially... view article
March 12th 2021

Ask an Adviser – Closing the gap from women & finance

In support of International Women’s Day, we interview some of our female Advisers to put a spotlight on closing the gender retirement gap and how we can empower women to take control of their finances.

Over the past several decades, women have made strides in education, the workforce and family roles. With more and more women pursuing higher education, the doors to greater work opportunities are being opened. Women are also playing a larger role in family decision-making, with many women opting to work full-time, part-time or remain at... view article
March 8th 2021

Women, Wealth & Money Decisions

Educating and empowering women to make better financial decisions.

As financial planners, we are advocates for education about money matters. It is our passion to help people understand their money so that it can be used to help them live their best possible life. When it comes to money management, we all have different levels of knowledge and experience. Research tells us that... view article
August 17th 2018