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Retirement planning

Retirement Planning Check.

A short general-information check to help organise the retirement planning topics that may be worth clarifying before deciding whether advice may help.

Complete the check, then enter your details to see a general result on-screen. General information only.

Start the Retirement Planning Check
A couple reviewing retirement planning paperwork and financial calculations together.

Start the Retirement Planning Check

Begin with your current planning stage, then answer a short set of general questions about the topics that may be worth clarifying. The check is designed to organise those answers into a general on-screen result, so you can decide whether a conversation about retirement planning advice may be useful.

After completing the check, enter your details to view your general result on-screen.

Your planning stage

Question 1 of 6

Which best describes your current stage of retirement planning?

Your answers are used to prepare a general result.

What the check helps organise

The Retirement Planning Check is designed to turn several retirement planning considerations into a simple general snapshot.

Retirement stage

Where you are in the planning timeline, from already retired through to longer-term or unsure.

Income questions

Whether retirement income, likely spending, or income-source planning may need more clarity.

Superannuation and investments

Whether superannuation or investments outside super form part of the planning conversation.

Age Pension, housing and debt

Whether government-benefit questions, home ownership, housing plans, or ordinary debt considerations may affect the broader picture.

Advice-process openness

Whether you may be open to engaging in the retirement advice process, or would prefer to understand the costs and value first.

How the check works

1
Answer a few planning questions

Share your retirement planning stage, the topics you want to clarify, and broad planning context.

2
Enter your details before viewing your result

Your contact details and detailed quiz answers are not sent to advertising platforms. A limited completion event may be used to measure campaign performance.

3
See your general result and review next steps

Your result appears on-screen and outlines general planning areas to consider. It is not a personal advice recommendation.

Adviser-led retirement planning

"Wealth Optix is centred on an adviser-led relationship with Marissa de Saint Quentin, a Certified Financial Planner with more than 25 years of financial advice experience."

The check is a starting point for organising topics. Any personal recommendation would require the formal advice process, including understanding objectives, financial situation and needs.

Certified Financial Planner

Graduate Diploma of Financial Planning

Principal financial adviser

More than 25 years’ financial advice experience

Marissa de Saint Quentin, Certified Financial Planner and principal adviser at Wealth Optix

What your result can and cannot tell you

You can also review the Financial Services Guide, Privacy Policy and Complaints Policy.

Financial Services Guide · Privacy Policy · Complaints Policy

  • The result can help identify general retirement planning topics that may be worth clarifying.
  • The result can help separate questions about income, superannuation, investments, Age Pension, housing, debt and the advice process.
  • The result is general information only.
  • The result does not recommend a product, investment, contribution strategy, pension strategy, retirement date, or course of action.
  • The result does not estimate Age Pension eligibility and does not decide whether someone has enough to retire.

After your result

Enter your details

After completing the check, enter your details. Your general result will then appear on-screen.

See your general result

Your general result appears on-screen after you submit your details. It outlines planning areas to consider.

Review your next steps

After viewing your result, you can explore the suggested next steps or ask Wealth Optix about the advice process.

Questions about the check

Is this personal financial advice?

No. The Retirement Planning Check provides general information only. It does not consider your full objectives, financial situation or needs, and it does not recommend a product, strategy, retirement date or course of action.

Do I need to enter my details to see my result?

Yes. After you complete the check, you enter your details before your general result appears on-screen. Any follow-up from Wealth Optix depends on the contact permission you choose.

What information does the check ask for?

It asks about retirement planning stage, areas to clarify, location, broad household superannuation and investable asset range, adviser-status context, and whether advice-process engagement may be relevant.

Why does the check ask about household superannuation and investable assets?

The broad range provides general planning context and helps Wealth Optix understand which retirement planning topics may need clarification. You can choose Prefer not to say.

Can Wealth Optix help if I am outside Queensland?

Australian enquiries outside Queensland can be handled through Microsoft Teams or phone where appropriate. Queensland enquiries may be handled in person where practical, or remotely depending on preference and availability.

Will detailed answers be sent to advertising platforms?

No. Your contact details and detailed quiz answers, including household asset range and adviser-status responses, are not sent to Meta, Google or other advertising platforms. A limited completion event may be used to measure campaign performance.

Start with a clearer planning snapshot

The Retirement Planning Check can help organise the topics that may shape a retirement planning conversation. Complete the check to see a general result on-screen.

Start the Retirement Planning Check