We know that talking about money isn’t easy and you may get some push back, here are some constructive money questions to discuss with your partner.
1. How did your parents save money when you were growing up?
2. If you won $10,000, would you spend it on things or experiences?
3. Do you think it’s better to have a joint account or separate ones?
4. How do you budget your money now?
5. What’s the most expensive thing you’ve ever bought?
6. What are your goals for your income?
7. Could you see yourself risking everything to start a business?
8. Do you consider yourself a conservative or aggressive investor?
9. Do you prefer to rent or own your home?
10. What has been your biggest financial mistake?
If you would like an in-depth discussion about your current financial position, plus a strategy for the future choose to see a financial adviser with your significant other to identify financial and lifestyle goals – short, medium and long-term. Give us a call to request a complimentary consultation today! 📞1300 84 54 54. .
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You have to put in the ground work.
Your behind all your problems.
Jack ma is telling you the truth.
You have to adapt to become wealthy.
Who will be the wealthiest in 2020?💰
For many ultra-wealthy families, a successful investment is one that lasts decades and benefits generations. Our CEO Michael D Oliver looks at why family leaders need to look to the very long-term.
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Navy and white yachts just seriously do it for me. Super classy, super elegant. Elysian does it all, especially with its calming interior, and top class crew. For sure, we’ll take you to some very special places, but full disclosure, you’ll probably want to stay onboard to soak it all up. Come get spoiled. Your yacht charter awaits!
We had fun this week filming on the Pacific Provider which is now listed for sale in San Diego through our trusted network. I had a quick free minute in between 7million takes of me presenting the boat, to share this bit of controversial local gossip. True or false?