Ready for retirement questionnaireThis short questionnaire helps me understand where you’re at and whether I’m the right person to help. It takes around 2–3 minutes. There’s no obligation, and your information is kept private.Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Q1. What is your age range? *--- Select Choice ---55-5960-6465 or overQ2. What is your current work status? Are you currently: *--- Select Choice ---Working full timeWorking part timeRecently retiredNot currently workingQ3. When are you thinking about retiring or changing work? *--- Select Choice ---Within the next 12 monthsIn 1–3 yearsIn 3–5 yearsI’m not sure yetHow do you currently feel about retirement? *--- Select Choice ---Confident and clearMostly confident but unsure about some thingsUnsure and a bit anxiousOverwhelmed and confusedWhat would you most like help with right now? Select all that apply. *Knowing if I can afford to retireTurning my super into incomeUnderstanding Centrelink / age pensionDeciding when to retireMaking sure my money lastsI’m not sure — I just want clarityRoughly how much super do you have in total (combined if a couple)? *--- Select Choice ---Under $400,000$400,000 – $800,000$800,000 – $1.5 millionOver $1.5 millionNot sureDo you currently receive income from super or a pension?--- Select Choice ---YesNoNot sure you you a What are you hoping to get from an initial conversation?For example: peace of mind, clarity, to know if I’m on trackWhere are you located? *--- Select Choice ---Sydney – Inner suburbsSydney – North / North ShoreSydney – South / Sutherland ShireSydney – WestOutside SydneyName *FirstLastEmail *PhoneHow did you hear about us? *Referral from past or current clientSocial mediaOnline searchAdvertisementOtherPlease specify.Submit
