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Second Half Success Checklist
Would you like assistance with financial planning specifically tailored to your approaching transition to retirement?
Have you provided sufficiently for your loved ones?
Do you have a health, diet and exercise regime that is right for you?
How are you linked in to health care professionals?
How well do you know yourself? Are you aware of what your personal wellbeing goals are now? Will these change as you transition into retirement?
What does a meaningful life mean to you?
Do you have a supportive community network around you? Do you know how to meet new people or keep up vital links with your support networks once you transition from full time work?
What activities interest you? Have you considered further work, study, volunteer work, starting a small business, travel or other hobbies?
Do you have a positive outlook? Do you see retirement years as an opportunity to enrich your life?
What fears do you have? Are you anxious about changing work, losing social networks, reduced mobility? Do you worry about questions of loneliness, boredom or dissatisfaction with life in retirement? Click here to contact us.
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Although retirement is still five years away for me, this whole process has helped me to work out the steps that I need to start taking now to ensure that in five years time I am where I want to be! Initially I was apprehensive about undertaking this task, however, your intuitive responsive way of working with people is really a credit to you and it made the whole process easy and also fun ... Thank you. - RM, Mortgage Broker
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