Marriage is an exciting milestone, and an important time for talking about financial change.
Plan as a couple
Wedding plans can bring many added expenses and the need to make financial decisions as a couple. When you plan ahead together, your financial decisions can be easier for both of you.
How we can help
We can help you manage your financial life together by helping you consider:
- The ways your marriage may affect your financial situation and your short, medium and long term goals.
- How you’ll manage money as a couple.
- Whether any existing debts will affect either of you.
- Any investments you hold and whether changes will be needed.
- The need for insurance such as income protection, death and total and permanent disability (TPD) insurance — and whether they’ll be appropriate for both of you.