In retirement and wondering if your money is really sorted? Use our Retiree Scorecard to find out.

See where you’re secure, where you’re exposed, and what will give you more certainty in retirement.

Retirement is supposed to be about freedom from worry.

Yet many retirees tell me the same thing regardless of how much they have: “I think I’m okay… but I’m not totally sure.”

That grey area is uncomfortable. And it’s exactly why we're developing the Retiree Scorecard - a simple way to check how confident and secure you actually feel about your money. Not just on spreadsheets or statements, but in real life.

This Scorecard isn’t the final version yet. We are refining it based on what real retirees say matters most. But even now, it can give you a lot of clarity. It helps you see what’s working well, what might be quietly adding pressure to your peace of mind, and where a few small shifts could boost your sense of certainty.

From “Do I have enough?” to “Can I keep living the life I want?”

Once you retire, the big question changes. It’s no longer about building your balance; it’s about making it last and using it well.

The Scorecard explores areas that shape your long-term confidence, including:

• Your income streams and how dependable they are

• Longevity planning (what if you live longer than expected?)

• Aged care and future health costs

• Whether you want to help kids or grandkids

• Estate planning and protecting what you leave behind

These are the real-world issues retirees face - not just the numbers in an account.

Why a ‘work in progress’ tool is actually more helpful

Life in retirement doesn’t stand still. Costs change. Health changes. Markets change. Goals evolve.

So a tool that never changes becomes outdated quickly. A tool that adapts,  stays useful.

Because the Retiree Scorecard is evolving, it reflects what current retirees are actually dealing with right now not theories from a textbook. As more people use it and share their experiences, it becomes even more accurate and valuable.

Use it as a regular confidence check

Retirement isn’t “set and forget.” Every 12 to 18 months, or after a big life event - downsizing, receiving an inheritance, health changes, kids moving, Centrelink updates - your financial landscape can shift.

Retaking the Scorecard helps you:

• Spot small cracks before they become problems

• Track whether your confidence is rising or falling

• Stay in control instead of guessing

Think of it as a check-up for your financial peace of mind.

It’s valuable no matter how you manage your finances

You don’t need to be a client to benefit from it.

Whether you:

• manage things yourself

• already have an adviser

• or work with me

…the Scorecard gives you a structured, simple way to understand your own level of certainty. It helps you ask better questions, make clearer decisions, and feel more in control.

Ready to get a clearer sense of where you stand?

👉 Complete the Retiree Scorecard here → Go to Link

and revisit it each year to see how your sense of financial certainty is changing.