Family matters: Getting married
Getting married is an exciting time in life but it can also be a time of significant financial change.
Common questions to consider
Some questions you may wish to consider include:
- How do we set a budget for our dream wedding?
- What are the joint financial decisions we should be thinking about now we are getting married?
- Do we need a Will when we are married?
- What types of insurance do we need?
- I am remarrying. Are there any special financial considerations?
- What is a prenuptial agreement?
- Are there any tax minimisation strategies for married couples?
How we can help
As you prepare to get married, you may need to review your finances and make financial decisions as a couple. Things to consider are your financial situation, needs, goals and objectives, as well as your insurance, investments and Wills.
- Review and help you set goals and time frames.
- Review and analyse your joint income and spending patterns.
- Review financial commitments and debts.
- Review your individual and joint investments.
- Identify opportunities to save money.
- Recommend savings or investment products to achieve your goals.
- Review, recommend and arrange appropriate insurance.
- Identify if you need to talk to a solicitor about a new Will.
Life happens Don’t let it take you by surprise
FREE PDF Downloads
We don’t always know the best way forward when big life events happen. Dealing with major financial questions around inheritance, having your first child, or planning to care for a frail relative can be complex and confusing. To access just click on the topic of interest’s heading link or picture of the PDF you would like.
Getting expert help With expert financial advice, you’ll have help to reach your goals. We take the time to get to know your circumstances and what’s important to you. And we create a plan that’s tailored just for you. Talk to us today.
For most of us our job is more than just an income. It’s pretty common for us to derive a great deal of satisfaction from our work and our career choices define who we are and how others perceive us. .
A new baby means surprise, anticipation, awe – and some major financial changes. …
While an inheritance can sound appealing in theory, when it actually happens to you and it’s the result of the loss of someone close, the emotions around that loss can make dealing with the bequest particularly challenging. …
The end of a significant relationship is a difficult time, marking the move into a new phase of your life. It’s hard enough navigating the emotional upheaval and dealing with often conflicting emotions, let alone working though the practical cons…