Get a clearer view of
retirement and your estate.

Approaching retirement or thinking about what happens to everything you’ve built? Start with practical information, useful tools and support for what comes next.

Stress Test Your Estate Plan
Explore Retirement Planning

Estate Planning Readiness Check

How prepared is your estate plan?

You may have the important pieces in place. But a few overlooked details can leave your family with questions when they need answers most.

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Takes About 3 Minutes A straightforward check
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Private & Confidential Your information stays private
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Personalised Result Score + practical checklist
Try the Calculator →
No obligation · Educational, not legal, tax or financial advice

Example Estate Planning Readiness Score

72 /100 Readiness
Making Good Progress

You have important foundations in place, but a few unanswered questions could still create uncertainty later.

Your Estate Planning Checklist

✓ Review beneficiaries
✓ Check asset ownership
✓ Confirm financial authority
✓ Review healthcare wishes
✓ Organise digital records
✓ Check recent life changes
Receive your score & personalised checklist →

Are you ready to retire?

Retirement can bring a lot of questions. Start with the ones that can have the biggest impact on what comes next.

  • There’s no single savings figure that works for everyone. Your spending, Social Security, taxes, healthcare, investments and how long your money may need to last all affect the answer. The useful first step is to bring those pieces into one picture.

  • Saving is one phase. Turning that into income is another. The challenge is creating a system that provides consistency while still giving you control and flexibility over your money.

  • The timing of market downturns matters. Losses early in retirement can have a lasting impact. A well-structured plan should account for this and reduce the risk of long-term disruption.

  • For many, this is one of the most important concerns. It’s about maintaining independence, protecting your dignity, and ensuring your financial decisions don’t place strain on the people you care about.

  • Many people feel like they’re behind. The key is not perfection—it’s making better, more informed decisions from where you are today, and putting structure around what’s still within your control.

  • Behind all of these questions is one deeper concern:
    “How do I avoid making a mistake I can’t recover from?”
    A strong retirement plan doesn’t just focus on growth—it helps you make decisions with clarity, flexibility, and protection against worst-case scenarios.

Review your estate plan

Your retirement and estate plans are closely connected. Take a look at the documents, assets and decisions that can affect what happens later.

1. Check your documents.

Are your will, trust and powers of attorney still right for you?

2. See how your assets will pass.

Would your accounts and property go where you intend?

3. Make things easier for your family.

Would the people closest to you know what to do and where to find the important information?

Review Your Options

Join an upcoming webinar.

Next steps for your retirement

If you’re ready to talk through your retirement or estate plan, we’re here to help.

Bring the questions you still have. We can talk through what’s already in place, what may need attention and what you may want to look at next.

You don’t need to have everything worked out before you book.

Book a Consultation

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Get in touch and you’ll hear back from us within one business day.