If you recently got married or are getting married soon, congratulations! What an exciting time for you and your partner.
Married life is not just a new chapter in your everyday life, it is also a new chapter in your financial life. Thinking about money and finances amidst the excitement of getting married may not be as fun and glamorous, but it is important to consider the financial opportunities and challenges that come with marriage.
Here are some suggestions for getting your finances in order when you’re engaged or a newlywed:
Talking about these matters with your significant other and making decisions even before getting married or early on in the marriage can help prevent unexpected situations in the future. As your broker, I am here to help you to get your finances in order and make informed decisions.
Money doesn’t buy happiness, but having sound financial habits and plans in place can contribute to living happily ever after.
Get in touch today and we can work through it together
During these uncertain times, you might have questions concerning your property investment(s) and your goals. We are always here to help you navigate your options and present opportunities during this time.
Like many, plans to grow or improve the value of your property portfolio this year may be put on hold. You might want to consider ways to secure a more competitive interest rate or a loan with features that can improve your interest savings or cash-flow, like offset accounts and redraw facilities.
Loan refinancing is a strategy used by property investors to access funds – the right time to do it largely depends on your strategy, plans and equity.
Here are some key considerations:
We can work with you to ensure you have all the information you need to make a fully informed decision. If the time is right for you to take the next step in your investment journey, get in touch today and we’ll help you find the right refinance option to help you achieve your goals.
Xclusive Money is here to support you with all the Xclusive Purchases throughout your life