Retirement Planning – Transitioning to a “New Beginning”

Your retirement plan, actually a “life plan,” is distinctly yours. No one else’s circumstances are going to mirror yours.

Over the many years of working with people in planning their retirement, we have found that it is not unusual for individuals to retire more than once in their life. This can often be due to a lack of planning and awareness of self. Often, our core motivators can be hidden from us, and only when we no longer have those motivational needs met do we realise something is amiss. The key to a successful retirement starts with a deep understanding of self to enable the development of a unique and highly personalised retirement plan that considers our core motivators, interests and strengths.

The retirement plan may involve an active retirement strategy where there is a gradual phasing out of work, or a more immediate retirement plan in the case where this is the preference.

We work with our clients using the Birkman Method and a retirement planning model to ensure a thorough process of discovery and planning. Building awareness of self, underlying motivations, interests, and goals helps them proactively and strategically plan this next stage in their life journey.

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Premier Report and Retirement Coaching

  • A comprehensive customised report.
  • 3 X 90-minute personalised retirement coaching sessions.
  • Debrief with a highly experienced leadership and career coach.
  • Understand your personal motivators, behavioural styles and your personal barriers to success. Start to identify targeted active retirement strategies that are highly aligned and unique to you.
  • We will Contact you prior to the issue of your report to understand your goals and arrange a suitable time for the coaching session.

Can’t Find What You Are Looking for?

If this solution is not quite what you are looking for, we welcome the opportunity to speak to you about your needs or your organisation’s needs. The report and coaching option listed is for our most popular report and coaching solution. However, Birkman Australia has a wide range of report options, one of which may be more suitable for your specific needs.

Through our consulting business, Compass Motivational Solutions, we work with many clients to design customised coaching and/or group solutions to align with our clients' requirements.

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