Work Optional Readiness ScorecardHow ready are you to make work optional?
Discover how prepared you are for the next 5,10 or 15 years and the areas that may deserve more attention.
Free. Takes approximately 2 minutes.
Take the scorecard
Answer 15 short questions to reveal your readiness across the areas that matter most.
Clarity, confidence, and a plan that fits the life you actually want
This is not generic retirement planning. It is an honest read on where you stand today and where your strategy and your desired lifestyle may be drifting apart.
Whether you are on track
See how your current savings, investments and structures compare to the future lifestyle you have in mind.
Where blind spots may exist
Surface the gaps in income replacement, tax-effectiveness and risk protection that can quietly derail good intentions.
Which areas need attention
Understand the few priorities that would most move you toward making work optional on your own terms.
A trusted guide for the years work becomes optional
Alphington Private Wealth helps successful professionals achieve the financial clarity and confidence to fund the lifestyle they want, well into the future. Our work is discreet, considered, and built around your goals rather than a product.
This scorecard is a natural extension of the ideas explored in our educational presentation: a thoughtful first step toward an integrated plan.
Peter Jacob — Founder and Director
Jodi Brady — Adviser and Partner
Take the free assessment
In a few quiet minutes you will see how ready you are to make work optional, and the areas most worth your attention. No cost, no obligation, no jargon.
Free. Around 5 minutes. Your results are shown immediately.
