SheInvestor — your financial picture, in one place
Know where you stand.
Know what to focus on next.
SheInvestor helps you understand your financial position, see what may need your attention and learn about the areas that matter to you.
Start with a financial assessment and receive your personalised Executive Financial Dashboard — bringing together what you own, what you owe, what comes in, what goes out, your retirement position, goals and financial protection.
How it works
01
Assess
Tell us about your financial life.
Complete your financial assessment at your own pace.
02
See
Get your Executive Financial Dashboard.
See your assets, debt, cash flow, investments, retirement and other key financial indicators in one place.
03
Prioritise
See what may need your attention first.
Understand which financial areas may deserve your attention and why.
04
Learn
Learn what matters to you.
Access focused learning relevant to the financial areas identified — when and if you want it.
05
Explore
Explore what is available.
Explore relevant guidance and financial solution categories, in your own time.
This is what you get
Your financial life. One executive view.
Your Executive Financial Dashboard brings the different parts of your financial life together, so you can see the complete picture before deciding what deserves your attention.
Shown with illustrative sample data.
The assessment
Nine sections. One complete picture.
01
About You
A little context about you and the life your finances need to support.
02
What You Own
Everything you own that has financial value, from cash to property to business interests.
03
What You Owe
Every borrowing and obligation, formal or informal.
04
How Your Assets Are Performing
A closer look at the assets that generate income or returns.
05
What Comes In
Every source of money coming to you.
06
What Goes Out
Enter each expense once and tell us what it is — SheInvestor does the rest.
07
Your Financial Safety
The protections that keep you and the people who depend on you secure.
08
Your Retirement
What you are building towards the time when work becomes optional.
09
Your Goals
What you are working towards, and by when.
Private by design
Your financial information is stored securely in your private account and is visible to you. We do not sell your personal information.
At your own pace
Save and continue whenever you like. Your answers are kept safely until you return.
A record over time
Take the assessment again as your life changes and see how your picture evolves.
SheInvestor — built for women making serious financial decisions.