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The brief

Cautious Savers:
Are financially secure, detailed planners and prefer to avoid financial change. They don’t like spending except on what they see as necessities. They have considerable savings but it’s probably not working for them. Cautious Savers may be more conservative due to a previous disadvantage or an unfortunate financial experience.

Possible relationship impacts:
Combining finances with a partner may be difficult but if discussed and de-risked could mean they learn to be more confident about money and financial decisions.

Cautious Savers could benefit from:
Having discussions about other things they could do to build their financial security. Working toward making some room in the budget for lifestyle could help reduce the stress they feel around money.

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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.