Retirement Planning Quiz

Retirement Planning Checklist

Do you wonder if you will ever have enough money to stop working and live comfortably?

Complete our Retirement Planning Checklist to see what you need and how to make it happen. The short quiz will help you to identify key gaps in your knowledge that may need improving to help make your money work for you.

If, after completing the questions, you feel you may benefit from our services, you can apply to become a client.

We'll ask for your name and email address at the end of the quiz so that we can send you a copy of your answers.

Let's Get Started

BFS AvatarThe quiz contains contains 21 multiple-choice questions across 6 categories:

  • Retirement Bucket List
  • Your Desired Lifestyle
  • Your Own Business (if applicable)
  • When to Stop Working
  • Investment Capital
  • Leaving a Legacy

Press 'next' to begin.