Life transitions survey

hphsolutions.com.au

Step 1 of 4 - Work life

25%

Please work through the sections and check whether each transition is something you’re currently experiencing, or expect to experience some time in the future.

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Date(Required)

Work Life Transitions

	Currently doing / experiencing this	Anticipate in the short to mid-term	Anticipate in the long-term	Not applicable
1. Change in career path
2. New job
3. Promotion
4. Job loss
5. Job restructure
6. Education/re-training
7. Selling or closing a business
8. Transferring family business
9. Gaining a business partner
10. Losing a business partner
11. Downshifting/simplifying work life
12. Taking a sabbatical/leave of absence
13. Starting or purchasing a business
14. Retiring
15. Phasing into retirement

16. Other (please specify)

Timing for the 'Other' transition above

Currently doing / experiencing this	Anticipate in the short to mid-term	Anticipate in the long-term	Not applicable

Financial Life Transitions

	Currently doing / experiencing this	Anticipate in the short to mid-term	Anticipate in the long-term	Not applicable
1. Purchasing a home
2. Selling a home
3. Relocating
4. Purchasing a holiday house
5. Re-evaluating investment philosophy
6. Experiencing an investment gain
7. Experiencing an investment loss
8. Debt concerns
9. Considering an investment opportunity
10. Receiving an inheritance or financial windfall
11. Selling assets

12. Other (please specify)

Timing for the 'Other' transition above

Currently doing / experiencing this	Anticipate in the short to mid-term	Anticipate in the long-term	Not applicable

Family Life Transitions

	Currently doing / experiencing this	Anticipate in the short to mid-term	Anticipate in the long-term	Not applicable
1. Change in marital status (marriage)
2. Change in marital status (divorce)
3. Change in marital status (widowhood)
4. Expecting or adopting a child
5. Paying for child care
6. Child entering adolescence
7. Child with special needs (disabilities, medical/dental)
8. Child going to private school
9. Child with additional schooling expenses (tutoring, specialist programs)
10. Child getting married
11. Empty nest
12. Family special event/experience (birthday, anniversary)
13. Helping and/or gifting grandchildren
14. Concern about aging parent
15. Concern about health of spouse/partner or child
16. Family member needs caregiving
17. Concern about personal health
18. Provide for long-term care (parent, spouse/partner, self)
19. Disability/hospitalisation (self or family member)
20. Death of a family member

21. Other (please specify)

Timing for the 'Other' transition above

Currently doing / experiencing this	Anticipate in the short to mid-term	Anticipate in the long-term	Not applicable

Legacy Life Transitions

	Currently doing / experiencing this	Anticipate in the short to mid-term	Anticipate in the long-term	Not applicable
1. Increase charitable giving
2. Give special financial gifts to children/grandchildren
3. Give parental pension (monthly stipend)
4. Develop an estate plan
5. Change an estate plan
6. Develop an end of life plan

7. Other (please specify)

Timing for the 'Other' transition above

Currently doing / experiencing this	Anticipate in the short to mid-term	Anticipate in the long-term	Not applicable

Is there anything else you’d like us to know right now relating to Life Transitions you’re currently undergoing or expect to undergo soon?

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info@hphsolutions.com.au

TFG Australia Pty Ltd trading as HPH Solutions // ABN: 44 136 063 315 | AFSL & ACL: 337755

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