What's Your Retirement Readiness Score?

Discover exactly where you stand in your retirement planning journey. In just 4 quick questions, we'll assess your current strategy, investment approach, and financial preparedness. Get a personalised evaluation and uncover the specific steps you need to take next to build a retirement fund that truly works for you.

How are you currently approaching your retirement savings strategy?

I haven't really thought about a specific strategy yet—just saving what I can. I'm contributing to my superannuation, but I'm not sure if it's enough or optimised. I have a basic plan combining super and some additional investments, but I'm reviewing it. I have a comprehensive strategy with diversified investments and regular reviews in place.

Have you calculated how much you'll actually need for retirement?

No, I have no idea what number I'm aiming for. I have a rough guess, but it's not based on detailed calculations. I've done some calculations, but I'm not confident they're accurate or complete. I have a clear target based on my desired lifestyle and annual spending goals.

How diversified is your current retirement investment portfolio?

Everything is in one place—mostly cash or a single investment type. I have some diversification, but it's limited and possibly unbalanced. I have a reasonably diversified mix across different asset classes. My portfolio is well-diversified across shares, ETFs, super, and other assets with intentional allocation.

How actively are you optimising your retirement fund for tax efficiency?

I'm not doing anything specific about tax efficiency—it's not on my radar. I know tax efficiency matters, but I'm not sure how to implement it. I'm using some tax-efficient strategies like salary sacrifice, but could do more. I'm maximising tax benefits through super contributions, capital gains strategies, and franking credits.

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