Financial questions at key stages of life
Life tends to unfold in stages rather than one defining moment, with changes like marriage, parenthood, career shifts, separation, and retirement each bringing their own financial considerations. This series looks at the questions that often arise during these transitions and the things people later wish they had thought about earlier.
Across this six-part series, Certified Financial Planner Tim Fairbrother from RIVAL Wealth explores how those questions show up in real life, beginning with marriage and the often unasked question of whether two people’s money personalities are truly aligned.
Marriage
The conversations couples need to have
Do your money personalities actually line up? This is a question that often goes unasked until further down the track, when differences in financial habits begin to surface. The article looks at why this matters and shares practical ways couples can start more open and productive conversations about how they make financial decisions together.
Baby on the way
How to navigate the financial chaos
Life can move quickly when you least expect it. For Tom and Joanne, an unexpected pregnancy has brought excitement alongside pressure and some big financial questions. This article explores why the months before a baby arrives are often the most important time to put the right plans, conversations and protections in place.
This information is of a general nature and is not intended as personalised financial advice. RIVAL Wealth is a Financial Advice Provider (FAP) licenced by the Financial Markets Authority to provide financial advice. Our disclosure document is located at rivalwealth.co.nz or a written copy is available on request
