Merging Finances

Case study: Merging finances Merging finances after moving in together or getting married is a big step. This is a perfect time to see a financial planner to talk about issues including mortgages and refinancing, superannuation, and protecting assets. Joanna and Chris contacted us to talk about how to manage their individual assets after deciding it was time that Chris moved into Joanna’s house. Protecting your assets with co-habitation agreements and pre-nuptial agreements Chris had a young … [Read more...]