“The Live with Purpose Workshop…made me take the time to plan, and provides a structured guide to prioritise and implement an action plan – converting vision to reality. I wish I had done this five years ago."

“…A user-friendly method of working through the issues which I face as I move from employment to retirement… the lifestyle options were varied and extensive. I enjoyed the group discussions which were lively and useful to give me other points of view…"

“At last a process to assist the thinking of critical life transition stages & decisions. The program provides an excellent base for personal planning. The best time to plan is before the transition begins. A lot of people will gain from TPA’s Transition Planning initiatives.”

“Considering the personal side of retirement – the non-financial aspects – is so necessary. You hear so much about financial planning and estate planning, and that’s all about money. However this is about real life, definitively about lifestyle decisions. It helped me to tease out what I would be doing, and listening to other participants gave me useful different perspectives on some things.”

“I enjoyed the structure of the program – it helped me to pull together the various strands of my retirement plans. Considering the 10 different lifestyle areas helped me to focus on my activities in retirement. And I have definitely changed the emphasis on some of those activities. I am glad my wife did the program with me – I believe that is essential.”

“I now see the importance of planning activities in a broad range of areas – and not just a limited range of activities in one or two areas. The final process of documenting my future life plan was very useful – and gives me more of a commitment to it.”

“I would recommend this workshop to those who are married to their work, or haven’t given any thought to when or if they are going to retire. I left the workshop with clarity, affirmation and confidence.”

“I came up with ideas and plans I never before thought of. I think I now know how to think about my ‘retirement’ options. My wife and I can whenever we think about the future, sit down and use this format.”

“The LIVE with Purpose Workshop was a great introduction to a subject many of us put in the too hard basket. It really made me think about my future life in a balanced way and forced some decisions I have been putting off. I don’t know of any other program designed for business owners in transition that is as comprehensive.”