A considered approach to the years before retirement

The courses are written for people who are roughly five to ten years from their planned retirement, have accumulated savings or investments, and want to review their situation with a structured framework rather than leaving the question unexamined. Prior financial knowledge is helpful but not required — the programmes begin from first principles.

Modules are released on a weekly schedule, so there is a natural course rhythm that participants follow together. The actual study can be completed at whatever time of day suits you. Discussion forums allow participants to exchange questions and observations between module releases.

Most participants spend three to four hours per week on each programme, including readings, exercises, and participation in the discussion forum. The written review exercises, which form the core output of the course, typically take a little longer in earlier weeks as participants gather and organise their information.

Participants in the Full Pre-Retirement Wealth Programme receive a one-to-one session — conducted remotely or in our Central office — to review the written plan they have produced through the course. The purpose is to walk through the document with a second set of eyes and consider whether the thinking is internally consistent, not to offer investment recommendations.

No. Moonport is an educational provider. Course content covers financial concepts, frameworks, and self-review techniques. It does not constitute regulated financial advice. Participants who want personal advice from a licensed adviser are encouraged to seek that separately, and completing a Moonport course often helps participants have clearer conversations with such advisers.

Full details are available in the course terms. As a general principle, participants who need to defer to a future cohort may usually do so without charge if they notify us before the second module is released. Enquire directly for circumstances that fall outside that window.