Retirement plans need a check-up too
We check a lot of things in life.
But our retirement plans? They often get left until later.
A complimentary Retirement Check‑Up gives you a second set of eyes on your plans and confidence you’re on the right track. Register your interest today.
Take our Retirement Personality Quiz
Retirement looks different for everyone. Discover the kind of retirement you’re working towards and what that could mean for your priorities, lifestyle and planning.
Will you have enough for the retirement you want?
Tuesday 31 March | 1pm - 1:45pm | Free webinar
Join retirement expert Kirsty Healey for practical guidance on understanding your retirement numbers, what may influence your future income, and the steps you could take to feel more prepared.
What's involved in a Retirement Check-Up?
A Retirement Check-Up is designed to give you a clearer picture of where you stand today, what retirement may look like financially, and what you may want to do next.
Getting started
A simple first step
Your journey begins when our team gets in touch to book you in with a retirement expert. This is followed by a short questionnaire to help us understand your situation.
Understanding you
Getting clear on what matters most
In your first conversation, you’ll talk one‑on‑one with a retirement expert about your goals, priorities, and what’s on your mind, building a clear picture of where you’re at.
Shaping your plan
Bringing your plan together
After your first conversation, you'll receive a draft retirement plan tailored to you. During your second conversation, you and your retirement expert will talk through your options and shape the plan together.
Whether retirement is close or a way off, a Retirement Check‑Up can help you make informed decisions with confidence.
Now is a good time to get a Retirement Check-Up
Register your interest in a Retirement Check-Up and one of our retirement team will be in contact to help you get started.
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