<strong>Free Download</strong> How much do you know about retirement?
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Free Download How much do you know about retirement?

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FIND OUT IF YOU ARE READY TO RETIRE

Retirement is a time of great change, and a chance to begin an exciting new phase of your life. But like anything done well, it takes planning. While everyone thinks they are ready to retire, not everyone is truly prepared. That’s why Retirement Options created its retirement readiness assessments, the LifeOptions Profile™ and the Retirement Success Profile™. Feedback from these assessments helps individuals gauge their current retirement readiness and build a comprehensive plan to live their retirement dreams.

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Retirement coaching is for individuals who are considering retirement and those who are already retired. 

Retirement coaching will assist you to transition with a well thought out plan, and strategies to help you manage your retirement with ease.

 

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Enjoying Retirement

  • Do you have a clear vision of the kind of retirement you want?
  • Are you unsure how to start to plan your retirement?

As individuals are living longer, your retirement may stretch 20, 25 or 30 years. This may be longer than what you first thought.  Achieving a meaningful retirement requires both lifestyle and financial planning to ensure it is satisfying, stimulating and allows you to do the things that you enjoy most.  

‘A meaningful retirement is not an ending, but a transition to a new and exciting phase of your life that gives you freedom to do what you have always wanted to do that meets your life goals, well-being and happiness.’

Leah Shmerling

Achieving a successful retirement requires both financial and lifestyle planning to find purpose and satisfaction.  Retirement coaching will support you to make the transition to a meaningful retirement.

Retirement Coaching will help you ease the transition towards a meaningful retirement.

Retirement Coaching Webinar

Retirement Coaching

A personalised and customised plan that is tailored to your specific needs to ensure a meaningful retirement.

Retirement coaching will address the following areas in your life:

  • Career and work
  • Health and wellness
  • Family and relationships
  • Leisure and social
  • Personal development

Your retirement self-assessment questionnaire

Self-assessment questionnaires  The Retirement Success Profile and Life Options Profile measure your retirement readiness.  The questionnaires identify your personal strengths, and areas that require specific focus for a successful transition strategy to a fulfilling retirement.  On completion of the questionnaires, you will be issued with a comprehensive report.

certified-retirement-coach

We will work with you

  • Self assessment questionnaires via the use of The Retirement Success™ Profile and Life Options™ Profile to determine your readiness for retirement and areas that require specific focus.  You will be issued with a comprehensive report.
  • Retirement coaching sessions
  • Small group training

Benefits of retirement coaching

  • Address the reality of retirement and how it may affect you, with support to transition. 
  • Provide a holistic approach to your retirement that considers your goals, work, lifestyle and family needs.
  • Design a customised personal lifestyle plan that meets your needs.
  • Ensure that retirement is a positive experience – not a time that is dreaded or deferred.

Retirement is a stage of your life that is a gift.  Rather than assuming your retirement will fall into place, it deserves a holistic plan to create a meaningful retirement.

FREQUENTLY ASKED QUESTIONS

If I have financial planning, do I need retirement coaching?

A meaningful retirement requires both financial and lifestyle planning.  Many people consider the financial aspects of retirement, and place little attention to the non-financial changes that retirement will bring.  A meaningful retirement requires a lifestyle that meets your life goals, well-being and happiness.

Why do I need to plan my retirement?

The planning and preparation you do now will impact on your life for the next 20-25-30 years.  With effort, you can live well in your retirement years.  There are many years of the next phase in your life!  You would be wise to approach your transition with a well thought out personal plan that meets your life direction.

1 Session - Overview

$ 250 PLUS GST

Includes:

• Retirement coaching

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2 Sessions - Entry

$ 459 PLUS GST

Includes:

• Retirement coaching

Value Add:

• Free retirement testing questionnaire valued at $100

• Issued with a comprehensive report in each arena of your life

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3 Sessions - Intermediate

$ 599 PLUS GST

Includes:

• Retirement coaching

 Value Add:

• Free retirement testing questionnaire valued at $100

• Issued with a comprehensive report in each arena of your life

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4 Sessions - Intensive

$ 749 PLUS GST

Includes:

• Retirement coaching

Value Add:

• Free retirement testing questionnaire valued at $100

• Issued with a comprehensive report in each arena of your life

• Additional resources as required

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