Financial Bloom Academy™
RETIRE READY™
A Pre-Retirement Financial Readiness Programme
Helping you move from earning a salary to living confidently from what you have built.
Invited by your employer, pension fund or association? Your access is already paid for.
Retirement changes more than where your income comes from.
A regular salary may stop.
Retirement benefits may become available.
Your spending may change.
Family responsibilities may continue.
And the money you have accumulated may need to support many more years of life.
RETIRE READY™ helps you understand what deserves your attention before you make that transition.
Three lenses
READINESS™
How prepared am I?
REALITY™
What do my numbers say?
RUNWAY™
How much time do I have?
The five dimensions
Step 1
KNOW™
Know Your Retirement Reality
Step 2
PREPARE™
Prepare Before the Last Salary
Step 3
TRANSITION™
Turn Retirement Benefits Into Your New Salary
Step 4
PRESERVE™
Make Your Money Last
Step 5
LIVE™
Live Well. Leave Well.
KNOW → PREPARE → TRANSITION → PRESERVE → LIVE
What you receive
Your Readiness Snapshot™
A clear picture of where you stand across all five dimensions, in plain language.
Your Retirement Reality Check™
Your own numbers, worked through carefully — including your Runway™, the time you have left to prepare.
Your personalised report
A private 15-page report written around your answers, with the Money Moves™ that matter most for you.
It takes around 20 to 25 minutes. Your answers are saved securely as you go, so you can stop and come back. Your report is yours alone.
For employers, funds and associations
RETIRE READY™ can be offered to a group of employees or members. Everyone receives their own private report, and the sponsor only ever sees combined, anonymous group patterns — never one person's answers, and never for a group of fewer than ten completed assessments. Invited participants simply enter their access code when they begin.
Talk to us about a group assessment“Retirement is not simply a financial event. It is a financial transition.”