The Non-financial aspects of retirement planning

The Non-financial aspects of retirement planning

The Non-financial aspects of retirement planning The Non-financial aspects of retirement planning

About retirement coaching

Retirement is like sunrise - a new beginning, a new life

In the New Retirement, more and more people are seeking to retire to something instead of the old approach of retiring from something. Finding meaning and purpose in retirement has become much more important now as many of us find that this part of our life could be as long as our previous careers!  Many people only plan for the financial aspects of life after work, which can leave them feeling lost, unhappy or feeling like their life lacks the same meaning and purpose they felt when work consumed so much of their time.  Retirement coaching helps you look at, and plan for, all the other equally important aspects  of your new life.  

Your retirement could last for the next 10, 20 even 40 years! Some of the things we will encourage you to consider include:

  • Your health and wellness
  • Your relationships in retirement
  • Your leisure activities and socialisation when you're not at work
  • Caregiving for elders, grand-parenting
  • Your place in society and self-perception
  • New career prospects, volunteering or passion projects
  • Your 'bucket list' if you have one
  • Life meaning and purpose 


Assessment Tools and Experience

The Life Options Assessment tool and the Retirement Success Profile questionnaire are professionally developed tools we use to help you self-assess your preparedness for retirement.  We help you identify your expectations of retirement and compare those expectations with where you're at in your preparation for the non-financial aspects of retirement.  Through our training and guidance, we will help you to find your areas of strength in retirement planning and identify the areas and goals that need more focus to ensure you achieve success in retirement.  


Group and Individual Coaching

Studies have shown that people who are planning for retirement and are well prepared for the new life they are moving to, are more satisfied and productive in their last years at work. The transition period can be a happy and exciting time, instead of worrisome and distracting.  We encourage you to consider getting a group together at your work for an enjoyable and educational workshop, complete with individual assessments  and ongoing guidance and support. Whether you're close to retirement or not, we're sure that you'll all get something positive out of the experience. 


How does Retirement Coaching work?

Individual coaching

  • Introduction: during our first meeting we'll review your employment and life background, current situation and intentions, and your desired outcomes from coaching. We outline the assessment process and answer any of your questions. This part of our service is obligation free and cost free - even if you choose not to proceed. 
  • Questionnaire: after you've decided to proceed with coaching, we will email you an online questionnaire for you to complete. The content of the questionnaire has been scientifically designed and produces a professional assessment of your preparedness for retirement.
  • Results: after you submit your answers, the results are emailed back to you, and copied to us for analysis, associated research, and briefing preparation. 
  • Guidebook: we will send you an accompanying e-book to assist you in interpreting and understanding your results.
  • Discussion: we then meet with you again to discuss the results of your questionnaire and our analysis and findings; and suggest some actions for you to consider.
  • Follow-up: we will email you with a short summary of the discussion.
  • Review: retirement coaching will usually prompt you to reflect on your situation, so the last part of the process is to meet with you again to review your next steps,  answer any further questions you may have, and discuss a way ahead.

Group Retirement Coaching

  • Group sessions are half a day and have a maximum of 10 attendees.
  • Locations are flexible: they can be at your workplace, off-site at a place of your choice, or we can provide a venue.  
  • Before we meet as a group, we will email you a copy of our online questionnaire. When you submit your answers online, a professional assessment will be sent back to you.  Please bring your assessment report with you to your group session. 
  • Workshop format includes meeting with the group, introductions, general discussion and questions and discuss trends across assessment results from the group.  
  • Exercises: the group will engage in a number of individual and small group exercises and discussions, designed to enhance your understanding of your own expectations of retirement.
  • We will provide a morning/afternoon tea break.
  • Guidebook: you will be provided with a hard copy book to help you continue to plan for the non-financial aspects of your retirement in conjunction with your printed assessment report.
  • Retirement Plan: you will be provided with a template to commence creating your individual retirement plan, and guidance on how to complete it. 
  • Opportunity to book individual coaching sessions if, after the workshop, you decide you would like to further explore Retirement Coaching or your individual retirement planning.

About Us


Margaret Sloan

Margaret Sloan

Margaret Sloan

With 22 years of HR experience in the government sector and qualifications in management and retirement coaching, Marg has excellent people and interpersonal skills, with a warm and empathetic personality. Marg has travelled the world extensively, raised two girls and enjoys bushwalking and the beach. Not content to work 9 to 5 forever, Marg decided that retirement was time to once again start a small business and help others to discover their passion, purpose, or simply find more joy in their life. 


René Vernon

Margaret Sloan

Margaret Sloan

René is a former Director of Human Resources, with 39 years' practical experience, and a Master's degree in Human Resources. He enjoys writing and walking, editing Wikipedia, and has an interest in science-related topics. René is a great example of someone who looked for and found new purposes in retirement life.

Contact Us

Enhance Your Retirement. Enrich Your Life.

Contact us to learn more about how we might work together to help you reach your retirement goals and dreams, beyond financial aspects.

Drop us a line!

Phone or email to arrange a free chat

One of our coaches will be happy to meet and explain what our services entail and how we may be able to help you plan your best possible retirement.


Canberra, Australian Capital Territory, Australia

ABN 24 305 267 327