Getting Married

Getting married is an exciting time in life but it can also be a time of significant financial change and stress. First there is the cost of the wedding itself - and the budget you’ll have to tie yourself to so you can have exactly the wedding you want. Then, when the honeymoon is over, there’s the life ahead with all the financial decisions you’ll make together as a newly married couple.

Some questions you may wish to consider

• 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?

• What if we have different views on how to manage money? One of us is a spender, the other thriftier?

• Do we need a Will when we are married?

• Do we need insurance?

• What types of insurance are there?

• I am remarrying. Are there any special financial considerations?

• What is a binding financial 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.

What to do next

If you want us to help you review your options  Contact Us today.