Retirement Readiness Assessment
Thank you for your interest in trying out the Retirement Readiness Assessment before it's officially launched.
This quick, actionable tool helps identify non-financial areas of retirement readiness—like lifestyle planning, purpose, and social engagement—and offers insights to improve your clients' experience as they transition into retirement.
We see this as a complementary resource to your existing financial conversations, adding value by addressing the emotional and practical aspects of retirement. Feel free to give it a try yourself, and then share it with a couple of your clients to see how it resonates.
How It Works
Client completes a 4-5 minute questionnaire
Client receives personalised report via email
You receive a tailored adviser report simultaneously
Benefits for Advisers:
- Gain deeper understanding of your client's non-financial retirement needs
- Create meaningful conversation starters for follow-up meetings
- Demonstrate value beyond traditional financial planning
- Build stronger relationships by addressing holistic retirement concerns
Note: This is an early-access version. Your feedback is greatly appreciated so we can refine the tool before the full release.