Planning Roadmap
This A3 RoadMap is used with the retirement planning guide. If you need an additional copy you can download the required PDF file(s) to print at home or at the office.
Files and printing instructions are supplied for printing as A4 (and using Sellotape to make an A3) or if you have access to an A3 printer then as a double sided A3.
- If you don't want to print, and would like to order a preprint copy, then please contact us. A small fee will be charged to recover postage and printing costs.
This RoadMap is currently free to download.
Click here to get your free copy today.
Free Training Lessons
Additional training lessons are referenced in our free Retirement Planning Guide. These can be downloaded individually from the list below.
Click on the lesson(s) required, or use the link at the bottom of the list to download them all in a .ZIP file.
- 0. Guide and Roadmap Printing Guide
- 1. Why you need a retirement plan
- 2. Setting Retirement Goals
- 3. Risk Multiplier
- 4. Understanding your current finances
- 5. Financial Terminology
- 6. Cost Management
- 7. Retirement Phases
- 8. Property
- 8. Property Options Spreadsheet
- 9. Selecting an Advisor
- 10. Selecting Investments
- 11. Sorting out Debt
- 12. Family Help
- 13. Understanding Financial Gaps
- 14. Quick Validations
Click here to download all lessons at once.