Retirement & Long-Term Financial Planning Survey

1. At what age do you plan to retire?

2. How prepared do you feel for retirement financially?

3. Do you actively contribute to a retirement or superannuation fund?

4. When did you start thinking seriously about retirement planning?

5. How important is retirement planning to you?

6. Do you know how much money you will need annually during retirement?

7. Do you plan to rely on multiple income sources in retirement?

8. Have you calculated how long your savings might last in retirement?

9. Do you regularly contribute to a separate long-term savings account (not pension)?

10. What is your biggest barrier to retirement saving?

11. Do you know the current value of your superannuation or pension fund?

12. Do you expect government pension to cover most of your retirement needs?

13. Have you ever adjusted your superannuation contribution rate?

14. Do you invest specifically for retirement (stocks, property, funds, etc.)?

15. What investment strategy do you prefer for long-term planning?

16. Have you considered inflation and cost of living in retirement planning?

17. Would you work part-time during retirement if needed?

18. Do you plan for medical or health costs in retirement?

19. What lifestyle do you ideally want in retirement?

20. Do you plan to downsize or relocate after retirement?

21.  Do you seek professional financial advice for retirement planning?

22. How confident are you that your retirement funds will last your lifetime?

23. Have you discussed retirement plans with family or a partner?

24. Do you worry about being financially dependent on others during retirement?

25. Overall, how would you rate your progress toward long-term financial goals?