Retirement Planning Checklist 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 The 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. Do you know what you want to do when you stop work? Are you clear on your bucket list when you get there? Section 1 of 6 Have you thought in detail about what retirement looks like to you?YesNo Do you know the cost of your retirement bucket list?YesNo Are you aware of your options and the tax implications of drawing both lump sums and pensions?YesNo Do you know the cost of your desired lifestyle? Section 2 of 6 Do you know how much money (income) you need to live the lifestyle you would like to live?YesNo Do you understand the effect of inflation on your lifestyle costs?YesNo Do you know how much capital you will need to generate your required income?YesNo If you run your own business, do you... Section 3 of 6 Spend more than one day per week working on improving/growing the business rather than only focusing on the day-to-day running of the business?YesNoNot applicable Do you have a clear idea of the valuation of your business?YesNoNot applicable Do you have a timescale for selling the business?YesNoNot applicable Do you understand your business profitability and also its ability generate cash as well as profit?YesNoNot applicable Do you know when you want to stop work? Section 4 of 6 Is this date less than 5 years from now?YesNo Is this date more than 5 years but less than 10 years from now?YesNo Is your retirement date non-flexible and less than 5 years from now?YesNo Current Investment capital Section 5 of 6 Do you know (to within $10,000) the valuation of your superannuation?YesNo If you have investment properties do you know the value of your equity in these properties?YesNoNot applicable If you own share portfolios do you know the current valuation of these assets (within $10,000)?YesNoNot applicable Do you own other investment assets not referred to above?YesNo Leaving a legacy Section 6 of 6 Do you expect to receive a family inheritance within the next 10 years?YesNo If so, are you aware of the approximate valuation?YesNoNot applicable Is this important in your retirement planning?YesNoNot applicable Do you intend to leave a legacy to your children or other relatives?YesNo If so, what value do you wish to leave? Full Name Email address Time is Up!