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Ageing Positively

Transition Assessment

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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:
Agree
Disagree
I feel generally well and I am happy with my current weight:
Agree
Disagree
My diet is balanced and includes lots of fresh food, water and I do not smoke or drink to excess:
Agree
Disagree
I have annual medical and dental checkups:
Agree
Disagree
PERSONAL:
I like myself:
Agree
Disagree
I am confident enough to do what I want with my life:
Agree
Disagree
I am actively planning for my retirement and look forward to this time in my life:
Agree
Disagree
I am able to say no when I need to:
Agree
Disagree
RELATIONSHIP:
My partner and I respect each other as equals:
Agree
Disagree
I trust the significant people in my life:
Agree
Disagree
I am satisfied with my social life and am on good terms with my neighbours, friends and family:
Agree
Disagree
The level of intimacy in my life is very satisfactory:
Agree
Disagree
HOME:
I have my own space within my home:
Agree
Disagree
I am happy in my home environment:
Agree
Disagree
My home is in order and is generally clean and tidy:
Agree
Disagree
I have personal mementos that I love on display:
Agree
Disagree
FINANCIAL:
I/we operate a household budget:
Agree
Disagree
I am up to date with my tax affairs and pay my bills on time :
Agree
Disagree
My income in retirement will be adequate and I am actively planning my finances for retirement:
Agree
Disagree
I am able to reward myself without guilt:
Agree
Disagree
WORK:
My work is stimulating:
Agree
Disagree
I know where my future/career is heading:
Agree
Disagree
I do not need to work overtime continuously to meet my financial commitments:
Agree
Disagree
My work assessments are positive and I feel that my work is appreciated:
Agree
Disagree
JOY:
I spend my leisure time totally enjoying my interests:
Agree
Disagree
I have designed and am living the perfect lifestyle for me right now:
Agree
Disagree
I am able to stay present during the day and do not lose myself to stress or adrenaline:
Agree
Disagree
I look forward to getting up each morning:
Agree
Disagree
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:
Agree
Disagree
I have no loose ends with family or friends about legal matters:
Agree
Disagree
I have an up-to-date valid will:
Agree
Disagree
I have nominated powers of attorney:
Agree
Disagree
PERSONAL DEVELOPMENT:
I do not dread or avoid issues in my life:
Agree
Disagree
New Field:
My personal values are clear and my life is oriented around them:
Agree
Disagree
I have resolved the stresses and key issues of my upbringing and past events:
Agree
Disagree
My boundaries are strong enough that people respect me, my needs and what I want:
Agree
Disagree
ACTIVITIES THAT GIVE ME PLEASURE:
I know the activities I would like to pursue now and in the future:
Agree
Disagree
I have the skills and abilities required to perform those activities or have plans to gain these:
Agree
Disagree
I am able to afford my desired activities in retirement:
Agree
Disagree
I have talked with my partner about what activities we will share and what we will do separately:
Agree
Disagree
First name:
Email address: