While you may already have shared financial commitments and joint bank accounts, setting yourselves up for the future requires some planning. If it’s time to understand what your shared goals with your partner look like, we can help you to:

  • make sure all your financial paperwork’s in order
  • explore your goals and prioritise your financial needs together
  • set up your finances together.
Shane Mitchell

Written by

Shane Mitchell

Director | Senior Financial Adviser

Shane Mitchell is an experienced Financial Adviser who is committed to making personal wealth management more accessible to the general population.