Healthy Financial Relationships Toolkit

Find all the tools you need to have healthy conversations about money with your partner. Gain a better understanding of your own relationship with money, while having more effective and positive money conversations with your partner.

Healthy Financial Relationships Toolkit

Find all the tools you need to have healthy conversations about money with your partner

Gain a better understanding of your own relationship with money, while having more effective and positive money conversations with your partner.

How does it work?

Digest content at a pace that suits you

Learn more about yourself through quizzes and exercises

Have a conversation about money with your partner

Together plan to address any obstacles

Digest content at a pace that suits you

Learn more about yourself through quizzes and exercises

Have a conversation about money with your partner

Together plan to address any obstacles

Start anywhere. Skip to any relevant topic.

Or save your progress and get a reminder to return when you are ready for the next chapter, and have had time to reflect.

Toolkit Topics

Part one: Seven topics

Preparing for the conversation

We explore different attitudes and learned behaviours towards money, to understand the reasons why we feel the way we do about money.

Gendered social norms of what it means to be a woman or man can profoundly influence the way couples behave within a relationship.

Privilege and power influence the way you manage and make decisions in intimate partner relationships.

It is unlikely that many people will go through life without experiencing some sort of trauma, challenge or difficulty.

We explore different relationship events and their potential impact on you and your partner’s financial relationship.

It is important to appreciate the other contributions made to the relationship – not all value is visible like money.

Before launching into a conversation, it is important to understand how you feel about your own financial situation.

Talking about money

All couples benefit from talking about finances, whether they have just met, are in a long-term committed relationship, experiencing financial stress, or are financially happy.

Having an effective conversation about money requires some preparation.

To have successful and constructive conversations try active listening and speaking.

Now that you are prepared for a financial conversation, let’s talk about how to get started.

What should you think about when making a financial plan with your partner? We share our tips and tools on how to create a successful financial plan.

As relationships progress, there may come a time when you need to manage joint money.

If you are in a relationship where there is debt, including a mortgage, a conversation around this topic is beneficial as part of your financial discussions.

We explore strong responses to talking about money and the ways you can work through it to have more effective conversations.

There is no one ‘right solution’ for addressing money issues within relationships.

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“It is great to have the strategies and challenges come together so that you are learning together, sharing together and discovering together”

– Toolkit user

WITH SUPPORT FROM
Alexanders
Digital Marketing Agency

Disclaimer

The information, content and materials provided in our Healthy Financial Relationships Toolkit is for general informational purposes only and does not take into account the financial situation and/or particular needs of any person. Before making important financial decisions, you should seek professional advice if possible. This Toolkit contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Good Shepherd NZ and AUT do not endorse the contents of third-party sites.

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