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Retirement Transition


The transition into the life stage we still refer to as 'retirement' is a dramatic lifestyle change for most people. Those people who are not prepared for it often fall into the trap thinkings its all about financial planning and holiday making. Many people at this life stage are not aware of the issues that are likely to confront them.

The baby boomer generation is facing dramatic lifestyle change upon reaching retirement. The biggest issue for many is how to handle the change such as new working relationships, personal relationship changes and how to handle, effectively, a whole new life.


Case Study File:

Sally and Peter shifted overseas for Peter's work as a CEO a year ago. Sally has been looking forward to retirement for a long time, but her husband is reluctant.

"My husband won't even consider retirement. Over the years he has become his job, he doesn't seem to be able to give it up ; being in charge and having demanding challenges every day. Though at the same time he complains a lot about the demands and stresses of his job. We need a way to be able to talk about our future if it is to be one of being together, because there are things in my life I would like to do and achieve also."


Ted on the other hand, has been working long days in his trade for most of his life and just can't do the long days five days a week anymore, but he's not ready to totally retire yet. His partner Cath, is worried about his health and his grummyness that is wearing their relationship down. Ted knows that something has to change but doesn't know where to begin let alone what his options are.


Our approach to retirement planning has 15 success factors all of which are important areas to consider. Don't be surprised if you have been struggling with doing an accurate financial plan - of course you can't do an accurate financial plan without first assessing your direction and lifestyle. Living with unresolved issuess and obstacles get in your way from making positive clear choices.

Our Retirement Options program helps you to create and expand options for a successful and enriching new career/life stage, flex retirement or total retirement life.

Individuals, couples, groups to help people plan and prepare for this new life stage that meets their needs and dreams.

What’s new about the ‘new retirement’? It’s a new life stage that can be:

  • more …… active, adventure, travel, activities, rewarding
  • time to learn
  • contribution
  • exploration
  • taking on health and wellness
  • introducing life long learning
  • connectedness
  • renew old passion
  • involvement
  • choice
  • new beginnings to design your own life
  • a new career venture

Is your idea of ‘retirement’ actually a new career venture?

Or have you been working your entire life to achieve an ideal retirement lifestyle?

How will you achieve that?



Retirement Success Planner (RSP)

An easy on-line questionnaire which assesses you personally in 15 areas that are important for retirement success. Together, these provide a unique profile of what's important to you in this new life stage. This process opens up new options, possibilities and helps you to navigate those important areas of the transition that maybe already be presenting as problems, or are in the future.

Stop struggling and start to create what you really want. This is for anyone from around mid 45's + wanting to look ahead and begin to plan and set goals, make changes and make those dreams into reality.

The RSP is an assessment that is accredited initrnationally with ICF (International Coaching Federation). The Retirement Options profiler has been researched worldwide and tested over a decade. It has proven itself as a valuable planning process for people addressing this career / life stage.

Just 5 easy steps:

1. Go to the Contact Us page on this website and email us with your request for the RSP
and we will provide you with the information you need.
2. Take the on-line assessment RSP.
3. Receive your personal 25 page assessment profile immediately via return email.
4. Plus a free 120 page e-book 'The New Retirement'
5. You will receive a free 45 minute interpretive session with one of our qualifed coaches. Simply book a suitable time.

Our certified and experienced retirement coaches will help you with the 'now what'? part by helping you to expand options for your future, eliminate the struggle, help make a clear way forward and help you create a personal plan with further sessions if you wish.