1.1 

I am confident that my current financial plan will provide security for me over the next 20 to 30 years. 

1.2

I know exactly how much I will receive from New Zealand Superannuation and KiwiSaver after 65 years of age. 

1.3

I know how much income I will need to meet my needs and preferred lifestyle over the next 20 to 30 years 

1.4

I have completed a Budget for my Income and Expenditure for the preferred lifestyle that I want over the next 20 to 30 years. 

1.5

I have anticipated and made plans in relation to possible changes in income, health, and lifestyle that may affect my financial security. 

2.1

I regularly review my Insurances / Will and Enduring Power of Attorneys. 

2.2

I am satisfied that I have adequate Insurance Policies in place to protect my future lifestyle. 

2.3 

I have established legal documents such as a Will. 

2.4 

I have established legal documents such as an Enduring Power of Attorney for Property. 

2.5 

I have established legal documents such as an Enduring Power of Attorney for Personal Care & Welfare. 

3.1 

I have career goals that I want to accomplish in the next 20 to 30 years. 

3.2 

I know what my Strengths and Skills are that can be used over the next 20 to 30 years. 

3.3 

I am aware of which of my Capabilities and Skills are Transferrable to other roles. 

3.4 

I intend to Retire and have made plans to do so. 

3.5 

I would like a Portfolio Career where I work for 2 or 3 days and have volunteer work, hobbies or other choices for the rest of the week. 

4.1 

I am very clear about what I want to be remembered for. 

4.2 

I have made plans and am actively working to realise them as my legacy. 

4.3 

I am very clear about what my achievements have been. 

4.4 

I know the things that I must focus on to live a fulfilled life. 

4.5 

I actively focus on things in my life that create happiness for me. 

5.1 

I get sufficient exercise that maintains optimal physical fitness for my age. 

5.2 

I actively practice thinking that keeps my mind and body healthy. 

5.3 

I actively manage stressors and unexpected events in a balanced and thoughtful way. 

5.4 

I practice a positive mental outlook and focus on the blessings in my life. 

5.5 

I have a practice that I follow that ensures high quality sleep every night. 

6.1 

I make continuous adjustments to my attitude and to my thinking to create better outcomes. 

6.2 

I enjoy exercising my mind in ways such as reading, lectures, puzzles and discussions. 

6.3 

I am constantly curious to understand and learn about new things. 

6.4 

I challenge my habits and ways of doing things to ensure I get the best possible outcomes. 

6.5 

Over the last two years I have been actively learning something new. 

7.1 

I have discussed and have made plans for where I will live in my later years. 

7.2 

I always intend to have at least one hobby or leisure interest the whole of my life. 

7.3 

I want to pursue voluntary work over the next 20 to 30 years and know what it could be. 

7.4 

I know the type of travel I love most and have a list of the destinations I would like to visit. 

7.5 

I have a strong network of friends and actively interact with them. 

8.1 

I have discussed with my partner or my loved ones what the next 20 to 30 years will look like for us and how it may affect our relationships. 

8.2 

I enjoy a positive and meaningful relationship with all my whānau. 

8.3 

I feel comfortable with my caregiving (or future caregiving) responsibilities within my whānau. 

8.4 

I openly communicate my feelings and expectations to those who are close to me. 

8.5 

I know what I value in relationships and actively develop them.