Planning solutions

After you've downloaded the Hubplanner and entered your data, please contact me to discuss the following with you:

  • How much insurance cover you have in place, what you are paying for each policy and whether you have sufficient protection. ¬†(If you have old policies in place we'll compare these policy terms versus newer policies to check whether we can save you money on a new policy).
  • How many superannuation funds you own, what investments have been selected and whether the investment risks are appropriate.
  • Determine the fees that are paid within your superannuation funds and transition you to a low cost superannuation fund if appropriate.
  • Establish whether you have sufficient funds to meet your lifestyle objectives in retirement.