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.
We use cookies to secure and tailor your web use. Our notice explains how we use cookies and how you can manage them. By continuing to use this site we assume you're ok with our notice.
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.
It is important for couples to regularly review their financial situation. This allows time for money-specific conversations. It’s also a great opportunity to talk about what you’ve done well as a couple financially and what your future aspirations as a couple are.
You could:
Struggling to know how to have the ‘money talk’ with your better half? Westpac has partnered with Interrelate, relationship experts, to create a complimentary online resource ‘Creating Positive Relationships’ to help get you started. Click here to register using this promotional code: WPCPRFREE
Do you know when you are in a de facto relationship? Even if no legal ceremony has taken place, a de facto relationship has legal standing. This is important to understand because of the legal and financial implications if you ever separate. If you’re not sure about the legal standing of your relationship, always check with the Attorney-General’s department or a reputable family law specialist.
You may be in a de facto relationship if:
Having a professional, reliable and trusted team that you could turn to for guidance and assistance is invaluable. Your team supporting your relationship from a financial, legal and emotional basis may include:
Remember to regularly check in with your professional team and update your documentation as your circumstances change.