Pre-retirement Planning

Career moves are often planned - sadly, retirement transitions are not!

To gain maximum benefits, Retirement Planning should not only focus on financial aspects but also prepare for the emotional and practical changes that this transition brings. Ideally it should start 2-3 years before the anticipated retirement date.

We provide guidance and assist with:

  • Defining your vision of retirement
  • Creating an identity outside of work
  • Identifying potential losses and finding the right substitutes
  • Preparing a long range strategy that will make the transition easier.

Programs are flexible but normally consist of 6 weekly one-on-one, 1-hour sessions at a total cost of A$560.

Please do not hesitate to contact us for further program details or to make an appointment for an informal, free 1/2 hour discussion.