netwealth provides investment and super solutions to help you manage your wealth

Australia
Joined May 2009
''...there's so much data...which shows that paying attention to...the financial services part of your life, adds a lot to your happiness and your outcome,'' @AndrewInwood @CoreData_Global shares insights on how tech and data are reshaping finance. Listen: tinyurl.com/bdf9mrjf
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Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, explain how their company provides scientific solutions to precisely understand client preferences and behaviours in financial decision making. Listen now: netwealth.com.au/web/insight… #wealthmanagement
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Stephen Scheeler, CEO & Co-Founder of @O8tNeuro, reveals how his previous role at Facebook changed his leadership style from being the smartest guy in the room to the one who makes others successful. Listen:netwealth.com.au/web/insight… #leadership #bigtech #artificialintelligence
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The numbers are out! 🎉 In 2023 alone, @Banqer Primary, a financial literacy program supported by Netwealth, helped over 25,000 students in nearly 600 schools across Australia. To refer a teacher to Banqer, visit banqer.co/au/primary/netweal… #financialliteracyforkids
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Netwealth is excited to present a world of opportunity at the #FAAACongress23. Join us next week as we unveil this extraordinary world with the @FAAA_Au at premium stand 8 and our Networking Welcome Reception event. A world of opportunity awaits you at netwealth.com.au/woo
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Dr. Micheal Kollo, CEO of Evolved Reasoning, discusses the potential of AI and how financial advisers can harness the potential of tools, like ChatGPT, without compromising sensitive data. Listen: ow.ly/b2lK50PFKy9 #wealthmanagement #investment #finance #AI"
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Get a fresh perspective from Invesco Global Consulting, Australia as they share research, insights and tools for financial advisers to help the next generation of baby boomer retirees find and fund their retirement lifestyles. Register: ow.ly/kq9O50Prrx5
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We're thrilled to have sponsored @GoGirlGo4IT, an event to provide high school girls with the opportunity to gain a greater understanding and appreciation of potential ESTEAM careers. Our female staff shared their career experience and we ran a workshop on Cybersecurity.
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A large proportion of female investors have financial goals beyond investing. Discover the investing preferences and profiles of Advisable Australian women in the article, 'Safe, ethical & confident: How to build an advice offering for female investors': ow.ly/PAiK50OgpYr
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Listen to the latest episode in which Paul Campbell discusses how data integration with Xeppo @xeppo_au can help deliver better client insights and relationships. Netwealth is a proud sponsor of the AdviceTech podcast hosted by Peita Diamantidas @peitamd and @Ensombl.
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Many women are considering using a financial adviser, but building an attractive offering goes beyond just the advice, to the client experience itself. Understand why client experience is so important to women in their financial advice journey. Read: ow.ly/vHB750OgpXG
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A growing number of women 18+ are considering financial advice (26% of them). Learn how to tailor the advice service offering for women based on their demographics and needs in Netwealth's report, Women as the new face of wealth. Access the report: ow.ly/aBSJ50NutfB
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Kendall Flutey, Co-Founder and CEO of Banqer shares how experiential learning with Banqer Primary has expanded to high school children, giving them the chance to increase their financial literacy and capability that translates into real life. Listen: ow.ly/ekGf50OxmTO
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She’s aged between 18 and 42 and has a household wealth of around $1.5 million. Meet the Emerging Affluent woman, the group most likely to seek advice and be engaged with their investments. Find out what they want and need from their adviser. Read: ow.ly/h0sz50OgpTz
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Women tend to invest in commonly known asset classes. The report, Women as the new face of wealth, identifies opportunities for wealth professionals to educate and help their female clients understand the benefits of diversification. Read the report: ow.ly/Uqfh50Nut9W
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Based on Netwealth's 2022 Investing for good report James Mitchell from @InvestorDailyAU raises the question whether being green will be as much of a priority under very different economic circumstances in 2023. Read the article: ow.ly/LeC650Ok4s3
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Financial advisers, are you interested in those 2023 Federal Budget announcements that matter most to you and your clients? Read our technical guide to the 2023 Federal Budget Summary: ow.ly/zA9B50Ok4ia
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For advisers, women may be one of the most promising segments of the advice market. Developing a value proposition to target this key market goes beyond standard measures. Read the article 'Developing advice tailored for women: why the time is now': ow.ly/Gm0X50OgpR0
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We are proud to be supporting #PrivacyAwarenessWeek, and the @OAICgov’s call to go ‘back to basics’ and revisit the fundamentals of what it takes to protect privacy. Visit the Privacy 101 website to find out more: oaic.gov.au/paw #PAW2023
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What will the 2023 Federal Budget announcement mean for you? Join Netwealth's Head of Technical Services, Keat Chew, as he analyses the highly anticipated 2023 Budget announcement to determine key impacts and action points for financial advisers. Register ow.ly/CBty50ObqGK
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