The assessment will look at the areas that have been proven to be the biggest challenges with retirement, and assess your readiness for each of them:
Identity Shift
Losing the title but finding yourself
Loss of Structure
How to change from clocking in to tuning in
Rebuilding Belonging
How to deal with reduced social interaction
Loneliness & Isolation
Are you ready to deal with the quiet risk in retirement?
Finding New Meaning & Purpose
Exploring beyond the bucket list.
Idleness & Boredom
The trouble with having all the time in the world?
Health & Well Being
Staying strong and living long
Relationships Dynamics
When 'us' time becomes all the time
Managing Financial Resources
Making the numbers add up
Who am I?
Hi, I'm Brian
With over 30 years’ experience as an independent financial adviser, an advanced certificate in retirement coaching and a specialist in the psychology of financial planning, I’ve helped hundreds of people not just retire, but retire well. And believe me—there’s a big difference between the two.
Retirement isn’t just a financial milestone. It’s an emotional and psychological shift that can leave even the most successful professionals feeling unprepared, restless, or unsure of what comes next.
That’s why my approach goes beyond investment portfolios and pension pots. I focus on the whole picture—your lifestyle, identity, relationships, time, and purpose—so that your next chapter is one of freedom, fulfilment, and peace of mind.
Done right, retirement can be the most rewarding phase of your life. Done wrong, it can lead to years of financial strain and emotional drift.
This free scorecard will help you find out exactly how ready you are—across the things that truly matter. It only takes a few minutes, but the insights could change your retirement path forever.
