Retirement Checklist
Protecting your family and your legacy
Download our Retirement Checklist to learn more about protecting your family and your legacy.
- Ensure your documents are legally binding.
- Minimise tax to maximise your beneficiaries’ inheritance.
- Protect your assets and wealth with clear legal structures.
- Keep your affairs organised and up to date.
- Prevent disputes and litigation with a robust estate plan.
Planning your retirement should be an exciting and rewarding process.
You’ve worked hard to get where you are today, and now is the time to start imagining and shaping what life beyond your working years will look like. We understand that preparing for retirement can feel overwhelming at times, which is why we’ve created this simple, practical checklist to help you get started.
This checklist covers the key areas to consider as you begin planning for retirement. Use it as a springboard for deeper conversations when you’re ready to take the next steps.