Marriage Counselling or Financial Planning?

One of the things couples fight about most is money. Many couples also find discussing money difficult and awkward. It’s no surprise blow ups happen when many couples lack regular communication about budgeting, alignment of financial planning goals and debt management. A financial planner can offer the clarity and objectivity of a third party to get you both on the same page and work towards an aligned vision.

No matter what stage of the relationship you are in, money matters. Do you want to buy a house together? Are children on the agenda and how will that impact finances? Can you cope if one person was made redundant at work? What kind of retirement do you envisage together? Will there be holidaying? What would happen if one of you passed away early? Will your money last as long as you do?

The initial goal setting phrase of the financial planning process is incredibly important at Forrest Private Wealth. Our financial planners take the time to understand our clients short and long term goals. We make it a priority to find out what’s really important to you and tailor a financial planning strategy to get you there. Our goal is to make your life better by guiding you to make smarter financial decisions.

Each client is different and our approach reflects this. A newly married couple with a baby on the way will have totally different financial planning needs when compared with a couple approaching retirement. Our approach is not just about wealth growth, but how to protect wealth too. It’s about taking away your stresses to allow you to enjoy your life.

For couples who don’t argue much about money (anyone..?!) it’s easy to become complacent if things are ok. If you are generally getting by fine month to month, there can sometimes be less of a focus on the wider picture. You may not be doing it tough, but your money may not be working as hard as it could be. Months quickly turn into years and a common regret is to not have started investing younger. Investing in your 20s outshines investing in your 40s, even if you invest twice as much later to ‘catch up’. You can read more on this topic here.

The best financial planners will not only work with you to set goals, but make sure you stay on track. Life evolves and plans change, but we all want the financial freedom to enjoy a great lifestyle and knowing where you stand is key.

At Forrest Private Wealth, we will only introduce financial services to you which are appropriate to achieve the goal of improving and uncomplicating your financial wellbeing. Such services may include financial planning, asset management, investment advice, insurance, retirement planning and estate planning.

Peter Stevens, Director and Financial Planner at Forrest Private Wealth is committed to helping couples improve their finances and lives. Peter says “generally speaking, there are significantly less arguments about money after engaging one of our financial planners. We may not be marriage counsellors but our support in relationships is invaluable”.

Be kind to your relationship and make an appointment to see a Forrest Private Wealth financial planner today.

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