A relaxed older couple sitting together outdoors at golden hour

Free 2-minute readiness check

Are you on track to retire — or just hoping?

Most people are quietly unsure. Take the 2-minute check and a licensed Legacy Planner adviser will call with a clear read on your retirement and your legacy — plus exactly what to sort out next.

2 minutes

No obligation

Private & secure

How old are you today?

When would you like to retire?

What monthly income would you want in retirement?

In today's dollars — just your best guess is fine.

How prepared do you feel for retirement so far?

Do you already have a retirement or annuity plan?

Have you done or updated any of these?

Tick all that you've already set up. Leave the rest — that's exactly what we'll help with.

Last step

Where should we send your results?

Enter your details and a licensed adviser will call you with your personalised assessment.

Full name

Please enter your name.

Mobile number (so we can call you)

Please enter a valid mobile number.

Please tick the box so we can reach you.

You're all set!

Your personalised retirement assessment is ready.

A licensed Legacy Planner adviser will reach out to you shortly at your number to go through your results.