Retirement Audit - Part 1

Welcome to Your Retirement Springboard Personal Audit!

Retirement is a major life transition - one that comes with exciting possibilities but also big questions. This Personal Audit is designed to help you take stock of where you are now, clarify what truly matters to you, and start shaping a fulfilling next chapter.

By answering these thought-provoking questions, you’ll gain:
✔️ A clearer sense of what you want (and don’t want) in retirement
✔️ Insights into the key areas to focus on for a meaningful next stage
✔️ A solid starting point for making confident, intentional decisions

Take your time, be honest, and remember—there are no right or wrong answers. Your responses will form the foundation of our one-to-one session, helping us hit the ground running and ensure you get the most out of our time together.

Over to you...

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Email *
Name *
SECTION 1: YOUR PASSIONS

Assess your current level of satisfaction with each statement using a scale from 1 to 10, where 1 means not satisfied at all and 10 means completely satisfied.

1a. I engage in activities that bring me joy and a sense of fulfilment. *
1b. I'm keen to challenge myself by trying new experiences that spark my curiosity. *
1c. I often lose track of time doing things that truly absorb me. *
SECTION 2: YOUR PURPOSE

Assess your current level of satisfaction with each statement using a scale from 1 to 10, where 1 means not satisfied at all and 10 means completely satisfied.

 2a. I have a clear sense of the things that give meaning to my life. *
2b. I fully intend to use this time as an opportunity to do the things that align with what really matters to me.  *
2c. I feel fulfilled and engaged in how I spend my time. *
SECTION 3: YOUR POTENTIAL

Assess your current level of satisfaction with each statement using a scale from 1 to 10, where 1 means not satisfied at all and 10 means completely satisfied.

3a. I’m excited by the opportunity to see, do and learn new things going forward. *
3b. I feel confident in my ability to adapt to put my skills, talents and strengths to good use in a positive and meaningful way. *
3c. I consider personal development and growth a key part of my next chapter. *
SECTION 4: YOUR PROSPERITY

Assess your current level of satisfaction with each statement using a scale from 1 to 10, where 1 means not satisfied at all and 10 means completely satisfied.

4a.  I have given significant thought and preparation to my financial well-being and have all the information I need to make informed decisions. *
4b.  I have plans to ensure I look after my mental, emotional and physical well-being. *
4c.  My retirement plans include all the elements that are essential for me to create a happy and balanced life. *
SECTION 5: YOUR PERSPECTIVE

Assess your current level of satisfaction with each statement using a scale from 1 to 10, where 1 means not satisfied at all and 10 means completely satisfied.

*
5b. I embrace change and uncertainty with optimism, confidence and curiosity. *
5c. I’ve really thought about what I’d like the rest of my life to look like and I'm ready to take ownership of any changes I want to make. *
SECTION 6: YOUR PEOPLE

Assess your current level of satisfaction with each statement using a scale from 1 to 10, where 1 means not satisfied at all and 10 means completely satisfied.

6a. I'm happy with the quality and strength of my immediate relationships with my partner, family and close friends.  *
6b. I communicate openly and effectively with the people who matter to me. *
6c. I have a variety of positive relationships and social networks to provide me with all the support, stimulation and encouragement I need. *
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