The Non-Financial Retirement Readiness Quiz
FREE 5-Minute Readiness Quiz
Your Money Is Ready
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But How Ready Ready Are You?
Most retirement planning focuses on finances. But research shows the emotional, social and lifestyle dimensions are what truly determine whether you'll thrive or merely survive.
Discover your retirement readiness score across 6 critical life areas in just 5 minutes. Get personalised insights and practical steps to prepare for the life after work.
24 questions
5 minutes
100% yours only
6 Dimensions of Readiness
Financial planning is just the beginning. Discover how prepared you are across the areas that truly matter for a fulfilling retirement.
Identity & Purpose
"Who will you be without your job title?"
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Structure & Time Use
"How will you fill your days with meaning?"
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Social & Relationships
"Are you connected or isolated?"
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Health & Wellness
"Are you ready to care for your future body and mind?"
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Emotional Resilience
"How do you deal with change, loss, and reinvention?"
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Legacy & Contribution
"What impact do you want to have in your Third Act?"
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Discover Your Score HERE
24 Questions
100% Yours Only
Retirement Resources Hub
Redefine What Retirement Can Look Like For You.
If you’re about to retire – or just did – and you’re wondering “What now?” – you’re in the right place.
Explore:
The Retirement Readiness Quiz
The Retire Rethink™ Book
Our 6-Step Retirement Identity Reset Course
All designed to help you move from uncertainty to a clear, purpose-filled next chapter.
Trusted by individuals navigating the first 5 years of their retirement.
These resources are for anyone who wants more than just a financial plan. You want a life beyond work plan.
Choose How You Want To Get Started
Each resource is designed to help you rethink retirement as a meaningful, energising season—not an ending. Start where you are today, then layer in additional support as you go.
Retire Rethink™ Book
A practical guide that helps you rethink identity, purpose, and meaning in retirement—beyond the money conversation.
Perfect whether you’re just starting to explore retirement, or have been there for some time.
Short, actionable chapters you can read in an evening.
Pairs beautifully with the 6-Step Course for deeper work.
Kindle & Paperback Available.
6-Step Retirement Identity Reset Course
A guided, step-by-step training that helps you release old work-based identities, clarify who you want to be next, and build a retirement that actually fits you.
6 on-demand modules with reflections & exercises.
Designed for individuals and couples to go through together.
Lifetime access so you can revisit any time your season changes.
Most popular starting point for new retirees.
Retirement Readiness Quiz
A quick, research-informed quiz that shows you where you’re strong—and where to focus next—to feel emotionally and practically ready for retirement.
Takes less than 5 minutes.
Instant results with tailored next steps.
Great way to decide if the course is right for you.
Ideal if you’re a little stuck when thinking about retirement.
Retirement Insights Worth Keeping
Sign-up Below
Short, research-informed prompts and tools to help you plan the life beyond the money conversation.
Retirement Insights Worth Keeping
Join us in the Members Group.
If you're about to retire — or just stepped into it — and you're thinking, "What now?" you're in the right place.
Get short, research-informed prompts and tools to help you plan the life beyond work. — beyond the money conversation.
Move from uncertainty to a clear next step you can take this week.
Move from old work labels to a confident, credible sense of who you are now.
Move from drifting and second-guessing to better decisions that align with what matters most.
***Please keep an eye on your inbox over the next few minutes for your quiz results email – if it doesn’t appear, check your spam or promotions folder and drag it into your main inbox, then add us to your contacts so future emails don’t get lost in the ether***
Retirement Is Too Important To Improvise.
Take the next positive step today—whether that’s enrolling in the 6-Step Retirement Identity Reset Course, grabbing your copy of my Retire Rethink™ book, or starting with the quiz.
The Quiz
The Course
The Book
What Other Retirees Are Saying
Individuals and couples from a wide range of careers have used these resources to create a more intentional, life-giving retirement.
"I thought retirement was just about having enough money. The Retire Rethink™ book and course helped me see that who I’m becoming matters just as much—and gave me a roadmap to get there."
— James, retired engineer
"We went through the 6-Step Course together and it opened up conversations we didn’t even know we needed. Our days feel more aligned and a lot less random now."
— Carla & Ben, small business owners
"The quiz showed me where I was on track and where I was avoiding thinking about the future. It made it easy to say yes to the course because I could see exactly how it would help."
— Denise, newly retired nurse
Retirement Insights Worth Keeping
Short, research-informed prompts and tools to help you plan the life beyond the money conversation.
Still Unsure Which Resource Is Right For You?
Start with the quiz—or browse the most common questions below.
Frequently Asked Questions
Do I need to read the Retire Rethink™ book before taking the course?
No. The 6-Step Retirement Identity Reset Course stands on its own. The book is a helpful companion if you enjoy reading stories and examples, but you can start with either the book or the course and still get a complete experience.
Is this about money and investments?
No. We assume you’re already working with a financial advisor or have a plan in place. These resources focus on the equally important side of retirement: identity, purpose, time, relationships, and emotional readiness—what you’re retiring TO, not just what you’re retiring FROM.
How long do I have access to the course?
You get lifetime access to all course materials, including any future updates. You can revisit modules whenever your season of life or circumstances change.
Can my spouse or partner go through the course with me?
Absolutely. Many couples find the greatest value when they watch the lessons together and use the reflection prompts as a guided conversation tool.
What if I’m already a few years into retirement?
You’re not late. Many people only realise a few years in that something feels "off." The quiz, book, and course are designed to meet you wherever you are and help you reset your retirement with more intention.
