If you're within a few years of retiring, or starting to think about it, you're in the right place. The check is built for people at that stage who want to understand where they stand before making decisions.

You don't need to have it all worked out, and that's often the reason to ask. The check is about understanding your own situation, whatever it looks like today.

Your super fund can tell you your balance, but it doesn't look at your whole position or your options. If you already work with someone, the check gives you a clear picture to compare against. There's no obligation to change anything.

It's a conversation with us where you look at where you stand today, identify any gaps or opportunities, and get clear on what your next steps could look like. You'll leave knowing your options.

No. The aim is to give you clarity, and what you do with it is your decision. If you want to talk about working together, we can explain how that would work, but you won't be pushed.

Just yourself and a rough idea of your situation. Booking takes a couple of minutes, so you can book below and sort the rest later.

Generally around 45 minutes. After you answer the questions below, you pick a time that suits you from Marcus' calendar, and you'll get a confirmation straight away.

The Retirement Readiness Check is free and there's no obligation.

Marcus explains how his fees work before you commit to anything, and they're also set out in his Financial Services Guide, which you can read at any time. There are no surprises.

Marcus is a licensed financial adviser and an Authorised Representative of Futuro Financial Services, and you can check his details on ASIC's Financial Advisers Register. He's been featured in the AFR, Herald Sun and The Inside Adviser, and his clients have left consistent five-star Google reviews, which you can also read on this page. See what they say, then book your check.

The details you enter are used to arrange your call and to prepare for it. You can read exactly how they're handled in Live's Privacy Policy, linked below.

That's fine, and it's the reason to do this first. The check isn't about making decisions on the day. It's about knowing where you stand so that when you are ready to decide, you're doing it with a clear picture.

You can reschedule or cancel from your confirmation email. If you're unsure, book a time anyway and you can adjust it later.