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Women and Wealth

Independent financial advice for women navigating wealth, investing and life transitions

Helping women make confident financial decisions
with clarity, structure and independence

Financial decisions can feel complex, especially when you are managing significant wealth, navigating change or simply wanting more clarity and support around your money.

At Wealth Differently, we work with women who want to feel clearer, more informed and more in control of their financial future.

Some are building wealth in their own right. Some are managing significant family wealth. Some are already confident decision makers who value having a trusted second set of eyes. Others are stepping into greater financial responsibility following divorce, the death of a partner, an inheritance, a business sale or another major life transition.

Whatever your situation, our role is to help you make calm, confident decisions about your money and your future.

Financial advice for women who want to
understand their wealth

Many women tell us the same thing.

They are intelligent, capable and successful in so many areas of life, but when it comes to investing and wealth, they have often been made to feel like they are expected to just trust the experts.

That does not sit well with us.

At Wealth Differently, we believe you deserve to understand what is happening with your money, why decisions are being made and what your options really are.

Our role is not to talk over you or rush you into decisions. It is to give you clarity, explain things properly and help you feel confident enough to make decisions from a place of understanding, not pressure.

We work with women across a wide range of financial situations, including:

Building Wealth & Managing Wealth Independently

For women who are actively building and managing their own wealth and want to feel more structured, informed and confident in their decisions. We act as a trusted sounding board to help you make smart, considered choices over time.

Navigating Separation & Divorce

Separation and divorce often bring complex financial decisions at an already difficult time. We help you understand your options, model different outcomes and make clear, informed decisions about your future.

Inherited Wealth or Sale of a Business

Receiving an inheritance or proceeds from a business sale can shift your financial position significantly. We help you slow things down, think strategically and put the right structures and investment approach in place.

Seeking a Second Opinion & Investment Support

For women who are already working with advisers or managing their own portfolio but want an independent second set of eyes. We help you sense check decisions, understand what you own and ensure everything is aligned with your broader goals.

Meet Shelley Marsh

Shelley Marsh | Financial Adviser

Shelley Marsh

Shelley Marsh is an independent Chief Investment Officer (OCIO) and investment adviser to high-net-worth individuals and families, with more than 30 years of experience across funds management and financial advice. Known for her depth of investment expertise and clear, thoughtful approach, Shelley helps clients navigate complex wealth decisions with greater clarity and confidence. She is particularly passionate about helping women better understand, engage with and take ownership of their wealth, so they can make informed decisions from a place of strength, not uncertainty.
Find Out More About Shelley
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A calm, experienced second set of eyes

One of the biggest challenges in managing wealth is not a lack of information. It is knowing who to trust, what matters and what to ignore.

There can be a lot of noise.

Private bankers. Stockbrokers. Investment managers. Friends. Family. Headlines. Opinions.

Our role is to help you cut through that noise and focus on what is right for you.

We often act as a critical friend, someone in your corner who can explain things clearly, challenge ideas where needed and help you make decisions with confidence.

That might mean reviewing your portfolio, helping you think through a major financial decision, or giving you a clearer framework for how your wealth should be managed over time. Because good decisions rarely happen by accident.

Better wealth decisions start here

Good wealth decisions are rarely about having all the answers from the outset. They come from having the right information, a clear framework and someone who can help you think things through properly.

At Wealth Differently, education is a big part of how we work. We take the time to explain what matters, answer questions clearly and help you understand how your wealth is structured, managed and invested.

For some women, that builds confidence. For others, it sharpens decision making. Either way, the outcome is the same — greater clarity, better questions and stronger financial decisions over time.

Start with a conversation

If you are looking for an independent second set of eyes on your wealth, or simply want to feel clearer and more confident about the decisions ahead, we would love to hear from you.

Whether you are building wealth, navigating change or looking for more clarity around your investments, we are here to help you make better decisions with confidence.

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© 2024 Wealth Differently Pty Ltd AFSL 547820. All rights reserved.

Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.
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