Retirement could be closer than you think
See where you stand in 2 minutes, and what to do next
- 11 Qualified Advisers
- Sydney · Chatswood · Hornsby · Sutherland
- No login required
This retirement readiness checklist is designed for Australians who are thinking seriously about retirement in the next five to ten years.
Work through each section, covering superannuation, retirement income, lifestyle planning, and estate planning, and tick off what you’ve already addressed. Your readiness updates as you go.
Our retirement checklist takes around two minutes to complete and was built by Forest Wealth, a team of 11 qualified financial advisers serving pre-retirees and retirees across Sydney from offices in Hornsby, Chatswood, and Sutherland.
Whatever you scored, this is the right time to talk
Most people who come to us haven’t ticked every box. That’s not a problem, it’s exactly why they reach out.
If you scored well, a conversation with one of our advisers can confirm you’re on track and help you optimise the details most people miss, things like drawdown sequencing, Age Pension timing, and how to manage tax in retirement.
If you scored lower, that’s your starting point. The earlier you get a plan in place, the more options you have.
Either way, a conversation with us gives you a clear picture of where you actually stand and what to do next.
What our clients say
Frequently asked questions
Is this just a sales call?
No. Your first meeting is a genuine conversation about where you are financially and what retirement could look like for you. If there’s a fit and you’d like to explore working together, we’ll talk about what that looks like. There’s no pressure either way.
How much does financial advice cost?
Fees vary depending on what you need and the complexity of your situation. We’ll give you a clear picture of costs before you commit to anything. The initial meeting is free.
Do I need to have everything sorted before I book?
No, and most people don’t. That’s exactly why they reach out. You just need to be thinking seriously about retirement. We’ll help you work out the rest.
What happens after I book?
You’ll get a confirmation with the details of your meeting. Before the call, we’ll send you a short questionnaire so we can make the most of the time. After the meeting, you’ll have a clear picture of where you stand and what your next steps look like.