Shared financial snapshot tool: Get an overview of your finances as a couple
Track what you each earn, spend, and contribute, and see your finances as a couple using the Wealthbit Shared Financial Snapshot tool.
Arrie Pieterse
What does money mean to you? A practical tool to help you and your partner figure it out
We don’t often stop to think about how we handle money, and in a couple, these approaches can be very different. A money date helps open up the conversation and gets you talking.
What’s your money style as a couple? Find out with this insightful tool
See how you and your partner think about money. This quick and fun tool reveals your money habits, how they interact, and gives you easy conversation prompts to help you make informed decisions together.
How in sync are you and your partner about money? Find out with this practical tool
Money talks can be tough, but they don’t have to be. Use the free Wealthbit Alignment Checklist to see how aligned you and your partner are on saving, spending, and goals — and where you can grow together.
Ready to become a homeowner? A practical tool to guide your decision
Can you afford to buy a home, or should you keep renting? The Wealthbit Buying vs Renting tool helps you figure it out. Not just based on numbers, but also on your lifestyle, goals, and readiness.
Ready to start investing? A simple tool to help you take your first steps
Real life isn’t one-size-fits-all. The Wealthbit Investments tool helps you understand your financial readiness and choose an investment approach that fits your goals, lifestyle, and next step.
Employee benefits: Making financial well-being part of your retention strategy
4 in 5 South African employees worry about money every day. Here’s why making financial well-being part of your benefits package can improve focus, loyalty, and retention.
Why your next date night should be a ‘money date’
Money conversations don’t have to be awkward. A ‘money date’ helps you and your partner unpack what money really means to each of you, beyond budgets and bank accounts.
Buying vs renting: which is smarter for your money and lifestyle?
Deciding whether to rent or buy isn’t simple. The Wealthbit Buying vs Renting tool helps you compare both paths over time, and see which option truly fits your life and finances.
Debt repayments email course: Take control of your debt in just 4 days
A free 4-part mini course to help you take charge of your debt one small step at a time.