Empowering women to take control of their financial future
Investment and wealth management products and services that level the playing field for women to build their own wealth
Why choose MoneyShe to help with your investments?
Traditional investment providers within the financial services sector often fail to recognise the unique needs of women. Many women feel underserved, frustrated, or overwhelmed by generic advice. MoneyShe was built to close the gender investment and pension gap by empowering women with tailored investment solutions, and products that align with their values, principles, and long-term goals. With MoneyShe you’re not just a client you’re part of a supportive community that champions your financial independence, with the senior team investing alongside you all the way.
Who MoneyShe is built for?
- Independent Women – Confident, self-driven, and committed to building wealth on her own terms.
- Legacy Builder – Focused on creating financial security for yourself and your family and leaving a meaningful impact.
- Newly Empowered – Navigating financial independence after major life changes, career and business success, and looking to go beyond cash accounts to meaningfully growing your wealth.
- Trusted Partnership – Perfect for those seeking a team that have your back, are on your side and you can trust to look after your investments.
- Family-Focused Planner – Prioritises financial stability, to provide for your older self as well as protecting your family’s future with risk appropriate investment strategies.
Awards
How it works in three simple steps
STEP 1
Tell us about
your needs
We start by getting to know you—your goals, your challenges, and what financial success looks like for you. It’s all about understanding your unique journey.
STEP 2
Find out your risk profile
Take our quick and easy Risk Analysis Tool to understand your financial goals and risk preferences. It’s designed to match you with the perfect portfolio for your needs.
STEP 3
Select your investment portfolio
Choose form our low-cost, highly diversified ETF portfolios tailored to your unique goals and values. Our platform provides full transparency ensuring you know where your money is going