Liz Haile Financial Advisor

Liz Haile

Financial Advisor

Liz has worked in the financial services industry since 1997, across banking, stockbroking, bookkeeping and even a stint on a futures trading desk, before becoming a licensed financial adviser in 2011. This broad background gives her a deep understanding of how different parts of the financial world connect, and how to apply that knowledge in a way that makes sense for her clients.

As the founder of a boutique advice practice, Liz works closely with a select number of clients, ensuring they receive the time, attention, and tailored strategies they deserve. Her focus is on building long-term relationships based on trust, education, and clarity, guiding clients through important milestones with confidence and peace of mind.

Liz specialises in working with people approaching retirement and those already retired, simplifying the complex and helping them create strategies that support both financial security and lifestyle goals.

Outside of work, Liz enjoys a full life with her partner, two adult children, and her much-loved dog, Missy. She has a passion for travel, a creative side expressed through crochet, and a love of connecting with people from all walks of life.

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