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| Client | Meeting Title | Status | Date & Time | Medium | Actions |
|---|---|---|---|---|---|
| James & Michelle Patterson | Annual Review — Retirement Planning | Today | 18 Jun, 202610:00 AM | ||
| Adam Smith | Meeting on 10-05-2026 | Completed | 10 May, 202610:30 AM |
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James & Michelle Patterson
Sarah Chen
Good morning James and Michelle. We’re recording today for your file note and compliance — is that alright?
James Patterson
Yes, that’s fine. We’d like to review retirement timing and whether our super strategy still fits our goals.
Sarah Chen
I’ll capture objectives under Goals and Circumstances, then we’ll discuss pension phase options and insurance cover.
Michelle Patterson
We’re aiming to reduce work hours within the next two years if the numbers support it.
Annual Review — Retirement Planning
Meeting details
- Location: Microsoft Teams
- Attendees: James & Michelle Patterson (clients), Sarah Chen (adviser)
- Date: 18 June 2026 | Duration: 60 minutes
Goals and Circumstances
- Clients wish to reduce work hours within the next two years, subject to cashflow and superannuation supporting the transition.
- Review superannuation strategy, pension phase options, and contribution levels against retirement income targets.
- Confirm life and TPD insurance cover remains appropriate ahead of retirement transition.
Discussion summary
- Reviewed current super balances, insurance premiums, and projected retirement income at age 65.
- Agreed to model a phased reduction in work hours and compare account-based pension vs transition-to-retirement options.
Actions
- Clients to provide updated super statements and insurance policy schedules within 14 days.
- Adviser to prepare comparison scenarios for pension commencement and insurance retention.
- Follow-up meeting scheduled for 16 July 2026.
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Expenses
Goal
Income
Insurance
Liability
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Annual Review — Advisory Agreement
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Signature Field 1
1. Retirement — James targets retirement at age 62 with sustainable income from super and investments.
2. Lifestyle — Michelle plans to reduce work hours within 2 years if the numbers support it.
3. Travel — Maintain overseas travel once per year in retirement (around $15,000/year).
Their risk profile is Balanced, shifting to defensive assets from age 60.