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The early stages of a relationship is a good time to discuss how you might share finances.

  • Love and money.Love and money.
  • Understanding your financial compatibility.Understanding your financial compatibility.
  • Starting out together.Starting out together.

Getting to know each other financially

Going on your first big trip together? Moving in together? Here's what you need to consider managing money as a couple.

Setting couple goals

There’s no way around it: life costs money. Discussing the goals you share can help ensure you’ll have the funds to achieve them later.

How to discuss money in a relationship

Understand how you both feel about money and how to set up your goals for success before you combine finances.

Understanding your financial habits

Take this short quiz to help you understand how you relate to saving and spending and how that can work in your relationships.


Sharing finances

Resources to help you decide how to manage your finances as a couple.

Sharing finances quiz

Getting together is an exciting time, but often the uncomfortable ‘money’ conversations get overlooked. Our Sharing finances quiz can help you ease into it. 

Sharing property

If one or both of you already have property, handling things correctly at the start of a relationship can help you avoid issues that might come up later. You might even consider a financial agreement.

Moving in together

Moving in with someone you love is an opportunity to discuss your goals and, importantly, how to work together to achieve them.

Moving in checklist

Moving into a new home is an exciting time. We’ve put together a handy checklist to ensure your next move is as easy as possible.


Planning further ahead

Now's the time to start thinking long term.

Keeping financially fit

It’s healthy for couples to review their finances at regular intervals as they work to achieve their goals. It also helps to have the right professional support team in place.

Family loans, insurance and trusts

In a long-term relationship, it’s wise to discuss what financial considerations, such as family loans, insurance and trusts, could mean for both of you.

Updating your relationship details

Your change in relationship status is a valuable detail in your personal history, so it’s important to inform key organisations of your new details.