WOMEN. WEALTH. THE CHANGING CUSTOMER.

Women are earning, investing, inheriting and controlling more wealth.

But the financial services industry is still catching up.

I work with financial services organisations to understand what is changing — and what it means for customer experience, advice, trust, relationships and growth.

RICH IN CONTEXT - The research behind the insights.

Rich in Context is pioneering research commission by Hi Money and conducted by COGO into how people actually experience, understand and use money — and the social, cultural and economic forces shaping those behaviours.

Across Australia and New Zealand, I’ve looked beyond financial literacy to ask a more useful question:

What happens when we put people’s financial behaviour in context?

The research explores the realities behind the numbers — how gender, relationships, work, wealth, confidence and the systems around us shape financial decisions.

It gives financial services organisations a different lens on their customers — and where the opportunities really are.

Available as:

Keynote Speaking
The Heiress Opportunity · The Market not a Niche.

Research & insight Labs
Women's relationship with money and wealth.

Bespoke Strategy
Customer behaviour, women as a market and creative problem solving.