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.
The choice to step back from full-time work at 60
Lift Jordan's KiwiSaver contribution to capture the full employer contribution
Review both KiwiSaver funds against your timeframe
Mortgage-free at about 63, not 69
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.
Book a conversation with your bank about the mortgage structure
A safety net if either income stops
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.
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
Refer you to a licensed insurance broker partner
MoneyPlan takes no commission from the broker.
Less money admin: a system that runs itself
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.
Other actions
12-month plan review with Luis
Update the numbers together and reset priorities.
Luis will update this one.