Retirement Readiness Assessment | Your Journey to a Fulfilling Retirement

Your Retirement Readiness Journey Starts Here

Discover how prepared you are for the non-financial aspects of retirement and get personalised insights

Take the Assessment Now

Retirement is about much more than just financial security. It's about having purpose, maintaining health, nurturing relationships, and creating a fulfilling lifestyle.

"Individuals who performed more planning activities for retirement… reported greater satisfaction with their retirement."

— Quick and Moen, "Gender, employment, and retirement quality"

What You'll Discover

This assessment helps you evaluate how prepared you are for the important non-financial aspects of retirement. By taking just a few minutes to answer some straightforward questions, you'll:

Identify your strengths and potential areas for improvement
Gain insights into the key areas that contribute to retirement satisfaction
Receive practical suggestions to better prepare for a fulfilling retirement
Create a more balanced approach to retirement planning beyond finances
How It Works
1
Complete a short 4-5 minute questionnaire
2
Receive your personalised report via email
3
Gain insights to enhance your retirement planning
What We Assess

The assessment looks at key areas that research shows contribute to a fulfilling retirement:

  • Vision and Purpose - Having clear goals and meaning in retirement
  • Health and Wellness - Maintaining physical and mental wellbeing
  • Social Connections - Building and nurturing meaningful relationships
  • Learning and Growth - Continuing to develop new skills and interests
  • Emotional Readiness - Preparing for the psychological transition

Ready to assess your retirement readiness?

Take the first step toward a more fulfilling retirement by understanding where you stand today.

Start Your Assessment
Takes just 4-5 minutes to complete