PLAN RETIREMENT HOLISTICALLY
We like to add extra value to you.
In addition to helping you with the vital financial side of planning your retirement, we also want you to think about more than money. Transitioning from your career into semi, or permanent retirement brings a few non-financial risks too. That's why we've teamed up with retirement coach, Nick Freedman, from Retire on Purpose, to bring you another level of value to our service offering. Read on to find out more.

"This program absolutely changed the way I looked at planning my retirement. After creating My Game Plan, I had it on my wall for a year and then it became a living, breathing thing. Thank you Nick! "
Carl Haythornthwaite.

RETIREMENT COACH
Since 2003, Nick Freedman has helped over 10,000 people improve their personal and professional lives. He's created and facilitated over 100 learning programs and in 2019 set up Retire on Purpose to help people look at their retirement holistically. He collaborates with financial advisers and finance companies all over the world. They help you plan your finances and Nick helps you plan for the non-financial areas.

1 - Take the quiz
The retirement quiz is a very quick way to begin thinking about your own retirement plan and how robust it is. It's good to know the hidden personal risks of retirement.

2 - Watch the film
There's a lot more to retiring than super, pensions, investments, golf and gardening and this short film explains 7 important principles to consider.

3 - Build your Game Plan
If your risk rating from the quiz is 0-4, then it will be beneficial to build a game plan for your retirement. Take a look at our program and consider if it's right for you.
STEP 1 - TAKE THE QUIZ
STEP 2 - WATCH THE FILM
STEP 3 - SIGN UP TO CREATE YOUR GAME PLAN
There are 3 options for you to build your Game Plan. You can take the online DIY option, join our next zoom group workshop, or book a 1-to-1 coaching program with Nick Freedman. If your financial adviser referred you, ask them for their coupon code to get your discount.