Are You Retirement Ready?

Answer 48 questions and we’ll send you a personalised report

Our Retirement Readiness Assessment and Satisfaction Predictor helps you understand where you stand and what steps to take to feel confident about your future.

You'll get a snapshot of your preparedness across key areas of retirement planning from finances and income to lifestyle and peace of mind.

  • It takes just 10 minutes
  • It’s completely free
  • Receive customised results instantly
Enter your details below to start the assessment

By registering for this assessment you also consent to receive reminder emails and occasional promotional emails of which you can opt out at any time

Are You Retirement Ready?

Answer 48 questions and we’ll send you a personalised report

Our Retirement Readiness Assessment and Satisfaction Predictor helps you understand where you stand and what steps to take to feel confident about your future.

You'll get a snapshot of your preparedness across key areas of retirement planning from finances and income to lifestyle and peace of mind.

  • It takes just 10 minutes
  • It’s completely free
  • Receive customised results instantly
Enter your details below to start the assessment

By registering for this assessment you also consent to receive reminder emails and occasional promotional emails of which you can opt out at any time

Why Take the assessment?

 

  • Identify gaps in your retirement plan
  • See how your readiness compares to others your age
  • Receive practical tips to improve your preparedness
  • Gain clarity and confidence about your next steps

This assessment is for you if...

  • You're a professional nearing retirement who want clarity.
  • You're a business owner planning your exit strategy.
  • You have a family wanting to protect lifestyle and legacy.

How it works

  • Answer 48 simple questions about your retirement goals, savings, and lifestyle.
  • Get a readiness score across key areas like income, health, and legacy planning.
  • Receive tailored insights + next steps you can take right away.