Are you ready for retirement?
Answer 18 questions across 6 key areas of retirement and we’ll send you a personalised report that will show you how ready you are...
This scorecard has been purposefully designed to help people that are 5-10 years away from wanting to retire where their blind spots are and provide instant, actionable feedback on how to improve. You may need to gather some information about your current situation in order to answer some of the questions.
- It takes just 15 minutes
- It’s completely free
- Receive customised results instantly
You’ll be scored against the following key areas:

Retirement Lifestyle
It's vital you understand what you want your ideal retirement to look like before you embark on it...

Retirement Tax
Not understanding your present and future tax liabilites could have profound consequences for your retirement...

Retirement Risk
There are many unforeseen risks in retirement but there are some we can identify and plan for, which will give us peace of mind to enjoy our time, no matter what...

Retirement Fees
Paying high fees can have a dramatic effect on the longivity of your portfolio, we can control the fees we pay and that's why it's important we keep them low...

Retirement Portfolio
Having a well diversified portfolio is one of the keys to a successful retirement...

Retirement Planning
An idiot with a plan can beat a genuis without one - Warren Buffett