John Smith

Timeline

1. Richie Rich · 2 days ago

   Private

   John seemed hesitant about the home loan restructure — revisit once bonus lands. Don't raise in front of Jane yet.

2. Richie Rich · 2 days ago

   Shared with client

   Annual review. Agreed to increase RA contribution to $9,000/month from next tax year. Jane to send updated payslips.

3. Richie Rich · last month

   Private

   Quick check-in about severe illness cover for Jane. Wants quotes from two insurance companies.

4. Richie Rich · 4 months ago

   Shared with client

   Sent summary of the education goal and projected shortfall for Emma's university fees.