Are you ready for the transition to your second half of life?

Research predicts that Australians now in their 50s will live well into their 80s. For most of us, that means that we will outlive previous generations and that previous retirement models won’t work for us now.

Are you aged 50-65 and thinking about your future, your own transition to retirement? Have you been working in the same environment and career and are now feeling restless? What about your financial future; are you prepared and planning for that time when you stop working full-time? What about your future lifestyle? Is it full of promise and fulfilment in whatever you do? Or are you dreading and even avoiding any thought of retirement?

Receive an immediate assessment of your readiness for this important transition by completing the questionnaire below.

Answer Agree to those questions that are always true for you; otherwise answer Disagree. When you have finished, print your answers and submit for your results.

The survey has 40 questions and takes about 10-15 minutes. The survey yields a maximum of 40 points; each Agree score is worth one point; each Disagree score is worth zero points. All questions require you to answer Agree or Disagree so that your assessment will make sense to you.

* means this is a required field
HEALTH:

I do some form of exercise at least 3 times per week:


I feel generally well and I am happy with my current weight:


My diet is balanced and includes lots of fresh food, water and I do not smoke or drink to excess:


I have annual medical and dental checkups:


PERSONAL:

I like myself:


I am confident enough to do what I want with my life:


I am actively planning for my retirement and look forward to this time in my life:


I am able to say no when I need to:


RELATIONSHIP:

My partner and I respect each other as equals:


I trust the significant people in my life:


I am satisfied with my social life and am on good terms with my neighbours, friends and family:


The level of intimacy in my life is very satisfactory:


HOME:

I have my own space within my home:


I am happy in my home environment:


My home is in order and is generally clean and tidy:


I have personal mementos that I love on display:


FINANCIAL:

I/we operate a household budget:


I am up to date with my tax affairs and pay my bills on time :


My income in retirement will be adequate and I am actively planning my finances for retirement:


I am able to reward myself without guilt:


WORK:

My work is stimulating:


I know where my future/career is heading:


I do not need to work overtime continuously to meet my financial commitments:


My work assessments are positive and I feel that my work is appreciated:


JOY:

I spend my leisure time totally enjoying my interests:


I have designed and am living the perfect lifestyle for me right now:


I am able to stay present during the day and do not lose myself to stress or adrenaline:


I look forward to getting up each morning:


LEGAL:

My affairs are in order such that in the event of a serious illness or death someone would be able to manage my affairs:


I have no loose ends with family or friends about legal matters:


I have an up-to-date valid will:


I have nominated powers of attorney:


PERSONAL DEVELOPMENT:

I do not dread or avoid issues in my life:


New Form Item:

My personal values are clear and my life is oriented around them:


I have resolved the stresses and key issues of my upbringing and past events:


My boundaries are strong enough that people respect me, my needs and what I want:


ACTIVITIES THAT GIVE ME PLEASURE:

I know the activities I would like to pursue now and in the future:


I have the skills and abilities required to perform those activities or have plans to gain these:


I am able to afford my desired activities in retirement:


I have talked with my partner about what activities we will share and what we will do separately:


First name:

Email address: