Planning your future
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The promise of becoming married can be exciting. It’s an important milestone for many people, and often comes with the need to discuss financial change.

Prepare ahead

If you’re planning a wedding, you’ll have many added expenses. And as a couple it’s likely you’ll need to review your finances in a new way, and make more financial decisions together. You may need to consider:

  • The overall impact your marriage will have on your financial situation
  • How you’ll manage your income as a couple
  • The way any existing debts may affect you both
  • The status of any investments and whether changes are needed

How we can help

If you’re preparing to get married, we can help make the financial side of life easier for you both by looking at:

  • Any new financial needs you may have once you’re married
  • The short-, medium- and long-term goals you’ll have as a couple
  • The level of insurance you both have and whether it’ll still be adequate
  • The need to have valid and up-to-date wills in place.

Find out how we can help you reach your goals sooner

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Grow my family

Planning your future