This demo shows the Hub as it would look on 20 Oct 2026, about three months into a plan.
My Plan
Your plan documents and a record of your meetings with Luis.
Statement of Advice
Open the sample Statement of Advice (opens in a new tab)Projections
In your own Hub, this opens your ProjectionLab projections.
Meeting history
Eight-week check-in. The payday split, KiwiSaver changes and the broker referral are done. You are comparing mortgage structures ahead of the fixed term ending in November. Next: finish the cash buffer and review the insurance quotes.
We went through your Statement of Advice and agreed the actions for your four goals, in the order set out in the plan. You will carry out most of them yourselves, directly with each provider.
We talked through where you are today and what you want: the choice to step back at 60, a mortgage with a plan behind it, a safety net for the family, and less money admin.