What Needs to Change in the Financial Industry to Truly Support Women
Despite growing interest from women in building wealth and investing, the financial industry still feels like it wasn’t designed with us in mind.
The conversations are often unnecessarily technical, the tone is intimidating, and the spaces don’t always feel safe or welcoming. I’ve worked with hundreds of women who want to engage with their finances, but too often they’ve been made to feel that they don’t belong or worse, that they’re not capable.
That needs to change.
Here’s my view on what would make the financial industry more inclusive for women and more effective overall:
Change the language
The industry is full of jargon and aggressive phrases—“beat the market,” “maximise alpha,” “crush your financial goals.” It may appeal to some, but it turns many women off. We need a language that reflects values, life goals, and long-term vision,not just performance metrics. Let’s speak like we’re having a real conversation, not presenting a stock ticker.
Focus on life goals, not just numbers
Many women care deeply about what money can do, not just how much they have. They want to feel secure, support their families, have choices, give back, and live with freedom.
Advisors who lead with spreadsheets rather than dreams are missing the point.
Create shame-free learning spaces
I can’t count how many women have told me they stayed quiet during financial discussions because they were afraid of looking stupid. We need spaces where all questions are welcome, where financial knowledge is built without judgement. Because asking questions should be a strength, not a weakness.
Recognise the emotional side of money
Women are not more emotional about money, they’re more honest about and aware of the emotions that come with it. Fear, guilt, shame, regret - these are real and deserve space in the conversation. When we acknowledge the emotional side of finance, we unlock far more meaningful change.
Make education flexible and accessible
Evening seminars in a corporate boardroom don’t suit everyone. Many women need online, on-demand, and women-only formats that meet them where they are, in time, space, and emotional readiness. Financial confidence should be accessible, not exclusive.
More women in the room
Representation matters. We need more female advisers, more women-led platforms, more visible role models showing that women can and do manage money exceptionally well. And we need male allies who listen, support, and challenge the status quo with us.
Ditch the assumptions
Many financial professionals assume a woman isn’t the decision-maker. Or that she’s not the “numbers person.” Or that she’s more risk-averse than she really is. These assumptions are not only outdated - they’re harmful. We need to listen first, and advise second.
Understand the cultural layers
In different parts of the world, cultural and social expectations often influence how women manage money, or whether they manage it at all. Inclusivity here means designing services that honour culture, privacy, offer discretion, and empower women to make decisions confidently, without judgement or pressure.
Making finance more inclusive for women isn’t about painting things pink or simplifying concepts. It’s about creating space -space to be heard, space to learn, and space to grow. Women don’t need to be “fixed” or “taught” how to be more like male investors.
The industry needs to change to meet us because the future of wealth is female, too.
Ready to be part of the change?
If you’re a woman ready to take charge of your financial future or if you're in the industry and want to build more inclusive spaces let’s talk. Whether it’s one-to-one coaching, group workshops, or corporate training, I help women feel confident, clear, and empowered with their money.
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