This demo shows the Hub as it would look on 20 Oct 2026, about three months into a plan.
My Actions
These are the steps agreed in your plan. You carry out most of them yourself, directly with the provider. Update the status as you go, and add a note if there is anything Luis should know.
In your own Hub, you update these yourself.
To do
Build a three-month cash buffer and clear the credit card
Your note: Credit card cleared. Buffer about half funded.
Prepare income protection and life cover quotes
Broker partner will update this one.
Set up a split mortgage structure before the fixed term ends
Spread the loan across two or three terms and keep a portion flexible so the extra $500 a month stays useful.
Decide on cover and confirm it with the insurer
Update wills and enduring powers of attorney
Confirm who is named on each KiwiSaver and insurance policy
12-month plan review with Luis
Update the numbers together and reset priorities.
Luis will update this one.
Completed
Set up the payday split: $1,300 to investments, $500 to the mortgage
This puts the $1,800 a month that currently sits idle to work, without a monthly decision.
Your note: Automatic transfers now run on payday.
Lift Jordan's KiwiSaver contribution to capture the full employer contribution
Refer you to a licensed insurance broker partner
MoneyPlan takes no commission from the broker.