I want to start asset management as soon as possible 💰 Introducing a financial planner specializing in couples, in partnership with marry 🫶🏻👨🏻

2024.01.11 published

I want to know about money...

Recently, while looking at money-related posts on social media, I came across a message that said, "What?! You're still only doing furusato nozei?!".

Are you seriously doing things like tax saving or investing?? Or are you only doing furusato nozei...? This post suggests that's not enough!

I was shocked by the expression that tax saving and investing are normal, and furusato nozei is the bare minimum...

(However, I heard that even furusato nozei, which is being criticized this way, is only actually being done by about 50% of the target audience.)

It's amazing that money can grow just by leaving it alone

The new NISA is very popular right now, and everyone is opening securities accounts to take part in it, showing record growth... It seems that buying stocks and investing has almost become standard now.

I feel a vibe that says, "If you’re not doing it, that’s pretty bad...".

Actually, when I asked my younger brother's family recently, they said, "I don’t really understand or do any financial techniques," yet they are setting aside 60,000 yen a month to invest for their children's future, which surprised me.

I'm really oblivious and don’t understand anything about taxes or money at all, but

I thought, "Wait... Other people say they don’t know or aren't doing anything, but they are actually doing it properly...! I'm so different from them...!" and I felt a bit uneasy.

A friend of mine shared:

👩 "I’m paying my home loan with the money I earned from investment trusts, so I essentially bought a house for zero or just a few thousand yen. (Plus, I can sell it for a profit!)"

or

👩 "I'm a full-time housewife and not working part-time, but I'm investing, so I use a few thousand yen a month from my profits as my pocket money."

I've often heard such stories and felt envious... And I know from seeing money seminars trending on Instagram that I should understand this better, but just watching the news leaves me confused...

It’s a blessing to have someone to consult with

If your husband or family is knowledgeable about money, then you can just confidently leave things to them.

(Although there are cases where even knowledgeable husbands don't want to take responsibility for their wives’ finances and avoid doing much on their behalf...)

In cases where that’s not the situation, the more time you spend as a couple (or as an adult alone) saying, "I don’t know... I don’t know... I’m not doing anything..." the more you’re losing out (especially since there could be money growing in the meantime), so it’s better to start investing as soon as possible, which I know.

But.

Talking about money can lead to questions like, "If I study to understand, then what about me? What should I do?"

The most important thing is, "What company, which site, what exactly do I need to do? Which button should I press?" and deciding that requires knowledge and decision-making ability. I feel uncertain if it's appropriate to make decisions with my limited knowledge.

I completely understand the feeling of wanting someone who knows better to teach me! Do it for me...!

A financial planner specializing in couples!

For those looking for someone knowledgeable to consult with, marry can introduce you to a financial planner (FP) that specializes in couples who are married (or planning to marry).

This person is Mr. Takahashi, who works as a bridal-specialized financial planner.

He originally worked as a wedding planner for 11 years and, after interacting with many couples, he began to feel the desire to eliminate their financial worries and to lessen their life concerns so they could have a happy wedding, leading him to become an independent financial planner.

Currently, he is responsible for money seminars for couples at wedding venues, and we can now introduce him to those who happen to come across marry.

He can provide counseling and proposals regarding your current financial situation, insurance, and investment trusts.

(You can consult for free via LINE and Zoom! Here’s his contact🔽)

➡ Add LINE friends through this link🔗

It's more casual than going to a counter and you don’t need to choose which counter to visit. Compared to attending a seminar, it has a lower barrier, and you can have someone who is genuinely caring listen and talk with you one-on-one, which should be a great first step in considering money as a couple.

Of course, instead of starting with Zoom, you can also opt for chatting via LINE.

Moreover, Mr. Takahashi is widely known in the bridal industry for never pushing sales or using aggressive tactics, which made me laugh when I was first introduced to him via a mutual acquaintance who described him simply as "a good person."

The number of new consultations he can accept each month is limited, but he is still accepting new clients, so we can introduce you.

✅ I want to protect my money

✅ I want to feel assured about money

✅ I want to start something regarding my finances

✅ I want to think about plans to increase my money

There must be many people who fit into these categories (maybe even everyone...?).

So when the time comes when you feel you want to consult with a professional, please don't hesitate to add him on LINE and think together about a good plan📈

➡ Here’s the link to add LINE friends🔗 It’s the same as the previous link.

Matters concerning children, retirement, and daily comfort.

I would be happy if reading this article could help reduce the worries of those who read it and allow them to live each day more brightly and with clarity!