Not sure which pathway is right for you?
Answer one or two short questions and we'll suggest the pathway that appears most aligned with your current circumstances and preferred way of engaging with retirement planning.
The goal isn't to choose for you. It's simply to help you choose with confidence.
QUESTION 1
How would you describe your current understanding of retirement planning concepts?
I have a strong understanding and am comfortable exploring things independentlyI would benefit from a more structured approach to help build my understanding
Question 2
Which best describes your current situation?
I am primarily focused on building wealth for the futureI am close to retirement, or already retired and preparing to / already living from my assets
Sightable Core
Understanding Through Exploration
Based on your response, you appear comfortable building understanding through exploration and modelling and have an existing knowledge of investments, including how different assets behave, how they interact with each other, and the trade-offs between different types of portfolio allocations.
Sightable Core is designed for people who prefer to work directly with their own financial model, explore scenarios, and use intelligent tools to support decision-making, as well as optional one-to-one guidance.
For many people, Sightable Core provides the tools to create all the clarity they need, as well as a focused learning pathway covering modelling logic and plan implementation and review.
Important: This is a suggestion, not a prescription.
You can still explore the other pathways if you feel they may better reflect your circumstances or preferred way of engaging with retirement planning.
Accumulation
Building Flexibility Through Better Decisions
Based on your responses, a more structured educational pathway is likely to add value to your planning journey.
Sightable Accumulation is designed for people who are still building wealth through work, saving, and investing.
As well as the same financial modelling, intelligent support, and optional one-to-one guidance available in Core, the Accumulation pathway provides additional structured learning.
These additional modules dive into the concept of retirement readiness, covering both financial and psychological preparedness, as well as foundational knowledge on investment assets, building portfolios and understanding the trade-offs between choosing different asset allocations.
The emphasis of the Accumulation pathway is on building wealth for future lifestyle security.
Why this may suit you:
- You are still building wealth
- You would benefit from greater structure and explanation
- You want to understand how today's decisions shape future options
- You prefer concepts to be explained before they are applied
Important: This is a suggestion, not a prescription.
You can still explore the other pathways if you feel they may better reflect your circumstances or preferred way of engaging with retirement planning.
Decumulation
Improving Confidence When Complexity Increases
Based on your responses, a more structured educational pathway is likely to add value to your planning journey.
Sightable Decumulation is designed for people approaching retirement or already living from their wealth.
As well as the same financial modelling, intelligent support, and optional one-to-one guidance available in Core, the Decumulation pathway provides additional structured learning.
These additional modules dive into the concept of retirement readiness, covering both financial and psychological preparedness, as well as foundational knowledge on investment assets, building portfolios and understanding the trade-offs between choosing different asset allocations.
The emphasis of the Decumulation pathway is on utilising accumulated wealth to provide a sustainable income for life.
Why this may suit you:
- You are approaching retirement or already retired
- You would benefit from greater structure and explanation
- You want help understanding complex retirement interactions
- You value confidence before making significant retirement decisions
Important: This is a suggestion, not a prescription.
You can still explore the other pathways if you feel they may better reflect your circumstances or preferred way of engaging with retirement planning.