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.