Checklists · Caloundra & the Sunshine Coast

Retirement checklists for Caloundra and the Sunshine Coast

Practical checklists for the questions people ask as they approach and enter retirement, covering both money and everyday life. They’re general information you can work through at your own pace. We work with people in Caloundra, Mooloolaba and across the Sunshine Coast.

Book a 30-minute Fit Check with Simon

Simon Pederson, M.Fin, B.Bus (FP), Founder and Lead Retirement Planner, over 15 years helping people plan for retirement

Which retirement checklist do you need?

Couple holding hands on a Mooloolaba beach at sunrise

Retirement ready checklist

Check your readiness across money, lifestyle, people, purpose and home.

View the retirement ready checklist

Family standing together on a riverside boardwalk at sunset

10-year horizon checklist

For your 40s and 50s: cash flow, super, insurance, mortgage and lifestyle goals for the decade ahead.

View the 10-year checklist

Retired man enjoying a morning coffee on his deck on the Sunshine Coast

Retirement village checklist

Contract type, exit fees, ongoing charges, the Age Pension and lifestyle fit before you sign.

View the retirement village checklist

Friends chatting over coffee on a beachfront deck

Volunteer ready checklist

Ideas for finding purpose and connecting with your local Sunshine Coast community through volunteering.

View the volunteer ready checklist

Couple reviewing papers together at a table with a hillside view

AI chatbot retirement checklist

How to check retirement ideas from AI chatbots against Australian rules before you act on them.

View the AI retirement plan checklist

Four friends walking and chatting on a coastal path among pandanus trees at sunset

Making friends after retirement checklist

Small weekly steps for building a circle of friends after work, from noticing who’s around you to turning up again.

View the making friends checklist

Woman walking barefoot along the water's edge on a quiet beach in early morning light

Exercise for over 60s checklist

Ideas for a week of movement you enjoy, with what the Australian Government’s guidelines for older adults say.

View the exercise checklist

Man sketching hills in a sketchbook at a timber table on a verandah

Retirement hobbies checklist

Find what lights you up, choose a hobby family to try and give it four goes before you decide.

View the retirement hobbies checklist

How should you use these checklists?

Each checklist is a set of questions to work through at your own pace, on your own or with your partner.

They’re general information, not personal advice. Note what’s clear and what isn’t, and bring your answers to a Fit Check if you’d like to talk them through.

Simon lives in Caloundra. We work with people in Caloundra, Mooloolaba and across the Sunshine Coast.

Common questions about our checklists

Which retirement checklist should I start with?

If retirement is around ten years away, start with the 10-year horizon checklist. If it’s closer, use the retirement ready checklist. If you’re weighing up a village, try the retirement village checklist.

Are the checklists personal advice?

No. The checklists are general information to help you think through your situation. They don’t consider your personal objectives, finances or needs. If you’d like to talk your answers through, you can book a 30-minute Fit Check with Simon.

Can I print the checklists?

Each checklist works on screen. Printable versions are being updated and will be added back once they’ve been reviewed.

Want to talk through your checklist answers?

Start with a 30-minute Fit Check with Simon, Founder and Lead Retirement Planner, by phone or video call.