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.