We deliver retirement coaching focused on purpose, direction, and life design for pre-retirees and new retirees, helping you create a clear, rewarding retirement beyond finances.
Over 4 weeks our live, small group coaching webinars go through the key foundational elements needed to have a fulfilling retirement. They are interactive and fun with plenty of time for questions and answers.
The individual sessions with you and your partner (if required) take the learnings from the webinars and personalise these to create your own retirement plan linking your purpose, values & interests into a clear accessible retirement roadmap. A transformational process for getting the retirement you want.
These downloadable pdf resources to help you get ready and plan for you retirement.
Retirement is not just about finishing work—it’s about creating a life that feels meaningful, structured, and fulfilling. Week 1 of our retirement coaching program helps you clearly define what retirement looks like for you, so you can move into this next chapter with confidence and direction.
Many people enter retirement financially prepared, yet feel uncertain about how they will spend their time, maintain purpose, or stay engaged. This week is designed to help you avoid those common challenges by building clarity from the very beginning.
In this first week, you’ll focus on laying the foundations for a rewarding and purposeful retirement by:
Creating a clear retirement vision
Understanding the real challenges of retirement
Building a framework for long-term fulfilment
Without a clear plan for life beyond work, retirement can quickly feel unstructured or unfulfilling. Week 1 ensures you’re not just retiring from something—but retiring towards a life that aligns with who you are and how you want to live.
By the end of this week, you’ll have:
A fulfilling retirement doesn’t happen by accident—it’s built on the right foundations and the right mindset. Week 2 focuses on the essential building blocks that shape how successful, satisfying, and confident your transition into retirement will be.
This week, we explore the four key building blocks of retirement planning beyond money—the critical life areas that influence how you spend your time, stay engaged, and maintain a sense of direction once work ends.
In this week, you’ll gain clarity and confidence by focusing on:
The four essential building blocks of retirement
Preparing for the retirement transition
Developing the right retirement mindset
Many people plan their retirement on paper but underestimate the mental and emotional transition involved. Week 2 ensures you’re not only organised and informe—but genuinely ready for retirement.
By the end of this week, you’ll have:
A fulfilling retirement starts with knowing what truly matters to you. Week 3 focuses on identifying your core priorities and values—the two most important drivers behind meaningful goal setting and long-term satisfaction in retirement.
When your retirement plans align with your values, decisions become clearer, goals feel more motivating, and your time is spent in ways that genuinely enrich your life.
This week is designed to help you build a strong personal foundation by:
Identifying what matters most in retirement
Aligning values with retirement goals
Completing a practical values assessment
Without clear values, retirement goals can feel vague, unmotivating, or misaligned. Week 3 ensures your retirement is built around what gives your life meaning—not just how you fill your time.
By the end of this week, you’ll have:
A confident retirement requires more than savings—it requires clarity around how your money supports the life you want to live. Week 4, our final group session, brings your retirement plan together by aligning finances, lifestyle choices, and purposeful goal setting.
This week focuses on understanding money in a practical, empowering way—so you can make informed decisions, set realistic priorities, and move forward with confidence in your financial future.
In this final group week, you’ll focus on:
Building financial clarity for retirement
Connecting money to lifestyle, passion, and purpose
Setting meaningful and achievable retirement goals
Using proven goal-setting frameworks
Without clear financial understanding and structured goals, even the best retirement vision can remain out of reach. Week 4 ensures your retirement plan is realistic, purposeful, and actionable—giving you the confidence to move forward with clarity.
By the end of this week, you’ll have:
Your first 90-minute one-on-one retirement coaching session is where clarity becomes action. This personalised session is designed to bring together your finances, values, and priorities—so you can begin building a retirement plan that feels realistic, purposeful, and achievable.
Working closely with your coach, you’ll move beyond theory and start creating a practical roadmap for life after work.
During this personalised coaching session, you will:
Create a clear picture of your retirement finances
Align money with values and priorities
Set your first retirement goals
Apply the WOOP goal-setting methodology
Many retirees feel uncertain about where to start once the planning begins. This one-on-one session ensures your retirement goals are grounded in reality, aligned with who you are, and supported by a practical financial framework.
By the end of this session, you’ll have:
Plus 6- and 12-Month Progress Check-Ins
Your second 90-minute one-on-one retirement coaching session is where your retirement vision becomes a clear, actionable roadmap. Building on the work from your first coaching session, Week 6 focuses on refining your goals, strengthening your action plan, and ensuring you have practical steps to move forward with confidence.
This session is designed to help you turn intention into momentum—so your retirement plans don’t stay ideas, but become reality.
In this personalised coaching session, you will:
Refine your retirement goals
Create an actionable retirement roadmap
Build accountability and long-term momentum
Retirement is an evolving journey, not a one-time decision. That’s why your program includes ongoing check-ins at 6 and 12 months to ensure your retirement plan continues to reflect your life, priorities, and circumstances.
During these check-ins, you will:
Without ongoing guidance, even the best retirement plans can lose momentum. Week 6 and the follow-up check-ins ensure your retirement roadmap remains relevant, flexible, and achievable—supporting a retirement that grows with you.
By the end of this stage, you’ll have:
Retirement is more than a financial milestone—it’s a major life transition that requires clarity, planning, and purpose.
That’s where we come in. With a unique combination of business leadership, certified coaching, and real-world retirement experience, we offer practical, structured support to help you navigate this next chapter with confidence.
Our approach blends best-practice coaching techniques with a deep understanding of the personal challenges retirement can bring. Whether you’re approaching retirement or already in it, we provide the tools, strategies, and guidance to help you define what a fulfilling retirement looks like—and how to achieve it.
