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At Haile Financial, we specialise in guiding you through one of life’s biggest transitions -
retirement. Whether you’re still working, about to finish up, or already enjoying life after work,
we’ll help you make smart choices so you can live the retirement you want, with peace of
mind that your money will last.
Personalised Retirement Planning & Wealth Advice
Professional Advice You Can Trust
The Haile Difference
Clear, down-to-earth advice,
no jargon, just honest guidance you can understand
no jargon, just honest guidance you can understand
Decades of experience
helping people make smart financial decisions
helping people make smart financial decisions
Tailored support
for retirement planning, inheritance, and life transitions
for retirement planning, inheritance, and life transitions
No minimum investment
required, just the right advice for your situation
required, just the right advice for your situation
Warm, personal service
from someone who genuinely listens and cares
from someone who genuinely listens and cares
Confidence in every decision,
know where you stand and what to do next
know where you stand and what to do next
What Our Clients Have Said
We have been working with Liz for the last 4 years. She came as a referral, and she has met all that they said about her. Initially, Liz saved us some substantial money in a rental sale, and has helped us get better set up for retirement in the coming years. Having worked wth a few other financial advisors (who I would definitely not recommend), I highly recommend working with Liz. She is so easy to deal with and knowledgeable.
Tracey
I can’t recommend Liz highly enough! Having spoken with multiple financial planners over the years, I now wouldn’t go anywhere else. Liz was a huge help and gave me some serious peace of mind for my present and future.
Nic
Liz has helped my husband and I through some difficult financial decisions we had no idear how to make our money work for us and Liz made it happen. As soon as we met Liz we felt at ease. Liz made our retirement stress free we always look forward to our meetings with Liz.She always keeps us intouch and gives lots of updates. I would highly recommend Liz for finacial advise very professional at what she does.
Tina
Stories of Real Clients
PRE-RETIREMENT
Peter and Anne Planning for Early Retirement
Peter (early 60s) and Anne (late 50s), were entering their final working years and starting to plan for retirement.
RETIRING NOW
Andrew & Michelle’s Retirement Transition
Andrew and Michelle, a couple in their early 60s and late 50s, had recently retired after building successful...
RETIRED
Alan’s Retirement & Estate Planning
Alan, who is later in his retirement, has three adult daughters at different stages of financial independence...
