A practical guide to help Australians aged 50–70 prepare for retirement with greater confidence.
Whether retirement is five years away or fifteen, this free checklist helps you identify the most important financial, lifestyle and planning decisions before you retire.
Practical Retirement Planning for Australians aged 50–70
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See your position clearly instead of guessing.
Replace worry with a step-by-step plan.
Spot what's been missed before it matters.
Finish with concrete next steps for the year ahead.
Each step is one page — clear questions, checklists and space to write your own answers.
Review your super, savings, debts and retirement goals.
Estimate future income and living expenses.
Insurance, fees, investments and beneficiaries.
Understand pensions and concessions.
Identify every future income source.
Prepare for medical costs and wellbeing.
Review wills, powers of attorney and important documents.
Travel, hobbies, family and purpose.
Identify inflation, longevity and market risks.
Leave with a clear retirement roadmap.
Retirement readiness sits on a spectrum. Here's how Australians tend to describe where they are today.
You have begun planning but important areas still need attention.
You're making solid progress and building confidence.
Most of the important pieces are in place.
You're well prepared for retirement and ready for the next chapter.
Download the checklist to discover your own Retirement Readiness.
Retirement GenX Tools was created to provide straightforward, practical retirement resources for Australians aged 50–70.
Our mission is to simplify retirement planning through easy-to-use calculators, planners, workbooks and checklists.
We don't sell financial products. We focus on helping Australians become better organised and better prepared.
Join Australians preparing for retirement with practical tools and straightforward guidance.