Preparing yourself for retirement

Make the right decisions about how you want your future to be

Make the right decisions about how you want your future to be

The Beyond Retirement Program is the result of 30 years of research and development by retirement experts and is supported by eminent Psychologists and other leading authorities on retirement.

The Program is aimed at anyone within a few years of retirement, considering early retirement or reviewing their life in retirement. It addresses the crucial, non-financial parts of our lives that enable a longer, happier, healthier and more meaningful existence.

Beyond Retirement creates a plan that is unique to you. The Program works in three distinct phases, Discover, Apply and Realise.

The 3 phase Program

Discover

Explore what your vision for your future could look like

Employee

Apply

Track your plan for the different areas of your life

Employee

Review

Achieve your goals and add new directions

Employee

Discover your future vision

Delivered via live Workshops, online Video or App

Vision

Delivered via live Workshops, online Video or App

This stage consists of a series of structured exercises asking exploratory questions to uncover what you will be replacing your past, working life with and what your vision for your future looks like. The issues we address are challenging and stimulating, and include evaluation of questions such as:

  • Welcome to retirement, who am I now?
  • What are you retiring from?
  • What matters to you?
  • What makes you happy?
  • Have you thought through your life plan?

Automatically your answers are collated and incorporated with your unique, secure account within the Beyond Retirement App. This will form the start of your ongoing plan and allow you to begin the journey and build the bridges to your new world!

Apply your plan

Your plan becomes an organic, long-term and frequently accessed program tracking the different areas of your life

Discover

Your plan becomes an organic, long-term and frequently accessed program tracking the different areas of your life

You can adapt your plan however you want, in accordance with any change in life circumstances, or if you decide to change direction.In addition to the Beyond Retirement App, we will provide you with exclusive access to live Webinars, Video and Podcast content that will support you on your journey. We also offer private one-to-one coaching with our Beyond Retirement specialist retirement coaches.

Review your goals

Start to achieve the goals you have set for yourself

Realise

Start to achieve the goals you have set for yourself

At this stage of your Beyond Retirement journey you’ll realise the Program works! It will now be time to start setting new objectives within your plan. In addition to setting new goals, circumstances change and new directions need taking. The Program allows you to readjust your plan so you can set out on a new path.