From Restless to Reconnected: Theresa’s Story
Theresa had raised three children with her partner and worked full-time for nearly 30 years in their small business. The idea of more time, travel, and a slower pace was deeply appealing as she approached retirement.
After travelling on and off for six months, Theresa realised she had no clear plans or ideas for how she wanted to spend her time after finishing work. She felt energetic and healthy, enjoyed staying in touch with former colleagues, and loved being available for her children and grandchildren.
However, she knew she didn’t want to return to full-time work or become a full-time family carer. The uncertainty about her next steps began to weigh on her, leaving her feeling restless and unsure. That’s when she reached out to Planwise.
How Planwise Helped
Theresa had an in-depth consultation with one of our expert Care Navigators, who recognised that the Purpose pillar was especially relevant to her situation.
Planwise supported Theresa by:
Providing a variety of options for meaningful “core” activities from our extensive network of trusted resources and verified partners. These included part-time or casual work, volunteer opportunities, recreational programs, and family-related activities.
Scheduling a follow-up call four weeks later to help Theresa reflect and decide which activities to pursue, while reminding her of the flexibility to explore more options in the future.
Encouraging her to maintain her energy and confidence to engage in her chosen activities. She received details about gyms designed for people over 60, as well as exercise physiologists and physiotherapists focused on healthy ageing.
Connecting her with trusted financial advisors to help her review her budget and long-term plans, ensuring she could comfortably fund her new pursuits.
Outcomes
Theresa began volunteering with a local community group, an experience she has found deeply fulfilling. She reports feeling healthier and more active than ever since joining the recommended gym, and she now feels confident managing her finances to support her active, balanced lifestyle.
Key Takeaways
The key to healthy ageing is having a sense of purpose.
Maintaining physical fitness is crucial to enjoying a long and active lifestyle
Financial security in retirement is essential to ensure a comfortable and fulfilling lifestyle.
Feeling uncertain about what comes next after retirement?
Planwise can help you find clarity, confidence, and a renewed sense of purpose.
Contact us.