Australian couples ranked financial security as one of the most important factors in supporting marital bliss. To the contray, financial disagreement is number one cause of divorce. So it makes sense to get aligned on money from the outset.
In this ebook we provide some valuable tools and insights to help identify financial areas of agreement, difference or stress, and how to and address them as a couple.
Managing financial stress in marriage
Establishing your financial personalities
Financial information gathering for couples
Some financial goals to consider
Getting the right advice
This ebook is designed to guide newly married or defacto couples on understanding each other’s attitudes to money and providing effective tactics for kicking shared goals with the person you love.
By gaining an early understanding of your respective financial personalities, positions, habits and goals, you can develop a financial strategy to suit and give yourselves the best chance of success.
When it came to acquiring a lifestyle underpinned by financial security, Brenton Tong grew up in Sydney hearing, “People like us can’t do things like that.” He’s made a career out of proving that wrong for himself and for all kinds of clients who couldn’t see a way to the life they deserved, however hard they worked. He is now consistently ranked as one of Sydney’s top financial planners (Adviser Ratings).
Financial Spectrum is an independently owned financial planning practice with offices in the Sydney CBD, Bondi Junction and Balmain.
Because we’re independently owned financial planners, we’re not tied to any financial “products” and we reject commissions. Our focus is on delivering genuine value to you, our clients.
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Financial Spectrum Pty Ltd,
ABN 65 164 212 524
Corporate Authorised Representative of Climb Wealth Pty Ltd, Licence 409424
The Information provided is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information presented you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. We highly recommend you seek professional advice to check how the information relates to your unique circumstances. Financial Spectrum is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided.
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