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The brief

Proactive Planners:
Love to be in control. You may need a little more vision, and a long-term plan that has room in the budget for lifestyle, splurging, having fun, or ‘risk’.
 

Possible relationship impacts:
Proactive planners are ideal role models for budgeting and saving but may become a little too rigid with tracking spending.
 

Proactive Planners could benefit from:
Combining finances with a partner may help the Proactive Planner to learn to be more flexible with their finances. Consulting a financial advisor may help them see where their savings could work harder and help them feel more comfortable with being flexible.


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Things you should know:

The recommendations as a result of you using this tool is intended as a guide only. It is for illustrative purposes only and is based on the accuracy of the information provided. This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.