Where are you on your retirement planning journey?

Get a personalised snapshot of where you stand – and what to do next.

When do you plan to retire?(Required)

I haven’t really thought about it

I have a vague idea, but no set age

I’ve chosen a rough age and it feels realistic

I’ve set a clear retirement age and planned for it

Do you know how much income you'll need in retirement?(Required)

No idea at all

I’ve thought about it, but haven’t done the numbers

I have a rough target in mind

Yes – I’ve calculated it and factored in lifestyle, inflation, and never running out

Do you know how much super you'll have by the time you retire?(Required)

Not really

I’ve looked at my current balance, but not future projections

I’ve done rough projections based on my current fund

I’ve modelled it based on my contributions, returns, and retirement date

Have you considered how you'll turn your super into income?(Required)

No – I thought it is automatic

I’ve heard about account-based pensions but haven’t looked into it

I understand the basics of income streams

I’ve explored different options and know what might suit me

Have you factored in the Age Pension or other income sources?(Required)

I haven’t considered it

I’m not sure if I’ll be eligible

I’ve checked my eligibility

I’ve factored it into my income plan, even if I’m not eligible straight away

Have you discussed your retirement plans with your partner or family?(Required)

Not at all

We’ve had vague chats

We’ve talked about it but haven’t made a plan

We’ve talked in detail and made joint decisions

How confident do you feel about your retirement planning overall?(Required)

Not confident at all

A bit overwhelmed but trying to start

I feel somewhat confident

I feel confident and in control

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Total Score

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