Your SMART Dashboard

Your SMART Dashboard

This is your home base — where you shape, review, and keep your retirement on track.

Retirement is a dynamic process, it moves and shifts as does your interests and priorities. Ongoing fine tuning brings out the best in your retirement.

From this page you can fully explore your current SMART account and review your current SMART position. You can access, review and fine tune ‘Your Retirement Activities’, your interests that shape your retirement.

If you are a little ‘rusty’ on how SMART works, click through the menu bar above ‘About SMART’ for a quick refresher.

Use the menu bar above for fast access to any part of SMART at anytime.


Your current retirement position

Below are details on your preferred retirement style and your current retirement plan within SMART. You can click through to the SMART system to make retirement adjustments at any time. This constant review and fine tuning helps keep retirement in top shape.

However it is important to keep in mind that the activities you chose for your retirement should be driven by only one thing – your passion for it, not whether it aligns with the SMART model. SMART is a starting point, a point of focus but absolutely not a constraint.

1. This is your preferred Retirement lifestyle

This is your retirement profile based on how you answered the reflection statements. It gives you a clear picture of what matters most to you and can help guide, but not govern, the activities and choices you make from here.

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Your preferred lifestyle has the following balance (Footprint) over the five elements – what we call your ‘Preferred Footprint.’

Preferred Footprint

The group of activities that align best with your responses have the above mix of Structure (S), Movement (M), Action (A), Relationships (R) and Time out (T), what is called your ‘SMART Footprint’. Each person has their own unique ‘footprint’ based on their retirement preferences. This is a guide only. As mentioned above, choose activities that you are passionate about and use these to deliver the retirement balance you seek.

2. This is your actual retirement as per your SMART plan

This is a summary of the activities that are currently in your SMART retirement plan.

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Here are the details of the activities in your SMART Plan.

The activities in the ‘Doing Now’ section of your plan deliver to you the following lifestyle mix – what we call your ‘Living Footprint’.

Living Footprint

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We don’t necessarily suggest you align your ‘Living’ footprint with your ‘Preferred’ footprint. At the end of the day this is about you structuring the retirement that works best for you, not being confined to a model. Choose activities that you are passionate about.

3. Making adjustments and finding purpose

The number one retirement ambition of both potential retirees and existing retirees is to live a retirement with purpose and meaning. Purpose is not some shining light on the hill. Rather purpose is built and lived by the accumulation of our day to day life experiences and activities. If we have lots of experiences which we love doing then we find purpose and fulfilment. Conversely activities that drain us, that miss the mark, leave us unmotivated and sometimes lost.

Keeping our retirement at its best is an ongoing task of fine tuning and adjustment. It is rarely ‘set and forget.’ If you are looking for planning your future retirement or seeking improvements, new exciting ideas and directions for your existing one, then access the SMART activities data base and find some great new activities. This ongoing process of discovery is our retirement ‘jet fuel’ driving our momentum, delivering energy and passion.

4. Some things to consider

Keeping retirement at its best is, for most of us, an ongoing (and enjoyable) task. It involves new discoveries, new pathways and new experiences, many of which we may never have considered. As we change through life so to do our lifestyle requirements. Perhaps a little less active, sometimes more social sometimes less, our travel priorities might change, our budget etc.

Reflect on your own retirement, sit in a quiet space and try and self rate it – ask yourself this question.

‘On a scale from 1 to 10 how satisfied are I with my retirement – is it my best life, could it bet better, and if so how?

This is where the SMART system can help; as an ongoing tool for reflection and refinement, keeping your retirement at its best – because it can drift!


You can redo your SMART profiling – but be careful.

If your circumstances or priorities have changed, you can revisit your smart profile at any time, answer the twenty three reflective statements again and see whether your retirement style and preferences have changed.

N.B. If you redo your SMART profile then you will restart with a blank plan. Whilst your previous plan linked to your previous SMART profile will be saved and can be retrieved, each time you do a new set or survey responses a new blank plan will be created.