Lifestyle Goal Planner

Uncover what truly matters to you and turn it into a simple, personalised plan you can start using today and build for the future.

Quick, Simple, But Powerful - Here's How It Works

Step 1. Quick Quiz:
Take the 2-minute lifestyle quiz to uncover your personal archetype.

Step 2. Swipe Your Goals:
Get curated suggestions matched to your archetype. Swipe right to add a goal, left to skip.

Step 3. Build Your Blueprint:
Your chosen goals create a simple plan with:
Current Actions (each with a tiny micro-habit)
A Vision Board for later inspiration

Step 4. Save & Print:
Access your blueprint anytime. Save it, print it, and update it as your life evolves.

Tips:
You can customise each goal to suit your individual circumstances and aspirations.
Sign in to your RetirePlan account so you can revisit, review, and revise any time, on any device.
Coming soon: Our AI agent will generate suggested activities to support you in achieving your goals.
Launch Goal Planner

Find out more: Help articles

If you are interested in finding out more about Goal Planning go to the Help Page and search for 'goals'.