A simpler end-to-end retirement planning flow.
Stage 2 captures the household basics one question at a time, starting with a single-person setup and only adding partner details if needed.
Stage 2 of your epic retirement
Answer one household question at a time. RetireAI starts by assuming you are single, then only adds partner details if you choose to.
What is your title?
What is your first name?
What is your surname?
What is your current age?
Are you married?
We start by assuming single. Choose yes if you want RetireAI to model this as a couple.
Do you want to add your partner now?
You can add them now so the later report can model both people.
What is your partner’s title?
What is your partner’s first name?
What is your partner’s surname?
What is your partner’s current age?
Do you own your home or rent?
What to enter
Add your details first, then choose whether to include a partner and add home status.
Why it matters
Age, married or single status, and homeowner status affect preservation timing, Age Pension thresholds, and whether the scenario is tested as single or couple.
What it feeds
These basics feed Stage 3 financial details, Stage 4 pension assumptions, and the final report’s household profile.