Illustrative example. Fictional clients, not advice.Get a plan like this

This demo shows the Hub as it would look on 20 Oct 2026, about three months into a plan.

Your Hub

Welcome back, Alex

Alex and Jordan Taylor

Plan statusActive
Start date20 Jul 2026
Next review20 Jul 2027

Your progress

42%: 5 of 12 agreed actions done

Coming up

See all your actions

My GoalsWhat you are working towardsMy ActionsThe steps you agreed, and how they are goingMy PlanYour Statement of Advice, projections and meeting notesMy BudgetYour budget in PocketSmithMy FilesYour documents to sign and your files