Retirement Planning
Have you considered life after work?
Expert Insight
Have you ever watched a client you helped to retire wealthy, then experience boredom, depression, loneliness, loss of purpose or lack of motivation during their retirement? Most financial advisers say yes. The transition to retirement is challenging and without a plan for all the non financial areas, many people experience these issues. Retire on Purpose is a business that helps your clients (and you) minimise these risks, by teaching a holistic retirement education program called My Game Plan. According to Abraham Maslow, there are 5 needs that underpin all human behaviour: health, security (financial), relationships, learning and purpose. Individuals that build strength in all 5 areas enjoy a rewarding retirement. Individuals who focus on some and ignore others, can face mental health risks.
How can we help?
Retire on Purpose partner with financial advice practices and dealer groups who seek new ways to add value to their 45-70 year old clients. They also support retiring practice owners to avoid these non-financial challenges too. We offer a range of marketing tools, plus our 3 main programs, that can be experienced via online learning, zoom group workshops and 1-to-1 coaching:
- My Game Plan (transition to retirement learning program)
- My Legacy (succession planning learning program)
- Retirement 2.0 Advisers Tools (CPD accredited learning program for advisers who want to be able to debrief My Game Plan with their clients)
- Short Film (free) to educate your clients about holistic retirement planning
- Ebook (free) to educate your clients about holistic retirement planning
- Retirement quiz (free and can be added to your website) to help your clients
Nick Freedman
Nick is the CEO of Retire on Purpose.
Nick Freedman has over 20+ years experience in coaching, program design and workshop facilitation. He specialises in helping people transition from the end of career into retirement. This adds a new kind of (non-financial) value to your clients that builds trust and helps you stay close to their life journey.Ask a Question / Schedule a Meeting
Our Success Stories
Hear what companies have to say about
their experience using Forte
Gary Wills
Wills Financial Planning
Business sale
I had heard Steve talk at a seminar about the sale of FP practices. I had kept the information on Steve in a file and made contact with him when I was ready to sell. I found Steve to be very professional, ethical and diligent. After providing him with the detailed information he requested, he then proceeded with the sale process. I was expecting this to take 18 month to 2 years. Within a few weeks Steve had a number of ASX listed companies and advisers whom were interested in purchasing my asset. The Sale documents were signed on 6 months later
Mark Euvrard
Libertas
Business Sale
Forte’s focus at all time is on the client outcomes or in my case the advisers we looked after. The decision making is a large part on culture and then on the commercial aspects of the transaction. It is not easy to sell your business but it gives great comfort to work with professionals who have networks, processes and understand the marketplace intimately.
Dan Walsh
Tailored Wealth
Business sale
Ultimately it was a very positive experience working with the team at Forte. Steve was committed from day 1 to finding the right fit for my business & clients. A sale of any business has its challenges but Steve's processes, experience & communication ensured a smooth journey and positive outcome for all parties. If I were to do it all over again, I would certainly engage Forte Asset Solutions.... because if you are going to do something, do it right.
Jim Taggart
The Taggart Group
Business sale
I can never thank Steve Prendeville and the Forte team for making such an important decision, seamless enriching and undertaken at a level that was so professional and diligent. Steve is an incredible person, highly intelligent, extremely commercial, sympathetic,and respectful of how businesses are to be bought,sold or merged with the right culture and people. If you are considering any of these particular transactions in your business Steve Prendeville, his staff and business is the organisation to deal with. I cannot recommend them highly enough and I say publicly thank you, thank you, thank you for what you did for me, our business and family.
Andy Gowers
Time Advice
Business sale
Having never sold a business before, we were understandably nervous but we received invaluable guidance, support and advice through a lengthy but ultimately worthwhile process. Forte's experienced, steady views on things were fantastic. We have now successfully merged our business with a firm that is an ideal place for our clients and our staff - mission accomplished!
Anuj Shangle
Time Advice
Business sale
It was fantastic to deal with Steve and his team. We are so happy with the outcome they have managed to accomplish for us.Client care and cultural alignment were the two crucial factors for us. I believe we have not only achieved that but achieved a complete win-win for all the stakeholders involved. It was only made possible with Forte’s ongoing help, patience, systematic approach, professional guidance, and extensive network.I am truly grateful for all the hard work that the Forte team put in to assist us with the transaction and would be very happy to recommend their services to my peers in the industry.