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Are you one of the thousands of women who are managing wealth for the first time following a divorce, death of a spouse or an inheritance event?
At Finiver we re-imagined what it would mean for women to have a true advocate as they engage with the Financial Services industry.
To have the peace of mind to know that you are receiving independent guidance, tailored to your specific needs from ethical people whose goals support women to build their financial capabilities & confidence.
How Finiver can help
LEVERAGE OUR CONTACTS
We provide assistance with finding an appropriate Financial Advisor depending on your needs (including Accountants, Investment Advisors, Financial Planners) whose values are aligned to you.
PEACE OF MIND
We are not aligned to any specific Financial Advisors and provide independent guidance.
We provide access to an expert with many years of experience in the Financial Services industry who is independent and can guide you through each step of the process.
MATCH YOUR NEEDS
We spend the time to get to know you and to identify your needs. This enables us to assist you in evaluating options with a focus on the specific needs of women.
SAVE YOU MONEY
We assist in negotiating and reviewing the fee arrangement with your Financial Advisor.
We also support you in getting the most value from your Financial Advisor by providing guidance in preparing for meetings and providing support in understanding the advice.
We attend the meetings with your Financial Advisor with you to help you interpret and understand the advice provided.
We remove the jargon and provide access to independent financial information and the tools to build your financial capabilities and confidence.
Who we are
Kristin Badger - Founder & Director
Kristin is a Chartered Accountant and has 2 decades of experience working in and with the Financial Services industry.
As a Director with Deloitte and in executive roles with various Private Family Offices she has helped high net worth individuals understand their financial affairs, navigate changes in their circumstances, manage investments and provided financial education.
She founded Finiver because she is passionate about sharing her business and financial knowledge to empower women.
Contact us: firstname.lastname@example.org
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