top of page

What Is Your Retire-Mentality?

Retirementality is about the lifestyle you want to live after work at whatever age that may be. To help you do this we have created a questionnaire that will allow you to get a better vision of the lifestyle you want to have during the final chapter of your life.

At what age would you like to retire?
What lifestyle do you want to have during retirement?
When you retire do you want to...
Do you have a written financial plan that covers retirement income planning, tax reduction and estate planning?
What are your sources of retirement income? Click on those that you have below.
Do you have a budget for your spending during retirement?
Do you have a plan to transfer your wealth to your family in a tax-efficient manner?

Thank you for submitting your answers!


And have a great day!

Thanks for submitting!

bottom of page