You are in retirement - now the question becomes, how do I make sure the money lasts?
This stage of life brings freedom, but it can also bring financial uncertainty. Many retirees find themselves asking: Am I doing the right thing with my super? Is my pension structured properly? Should I adjust my investments now that I’m not earning?
At Haile Financial, we help you make sense of the next chapter, giving you the confidence to enjoy retirement without second-guessing your financial decisions.
Whether you’re newly retired or well into it, some of these might sound familiar:
These are important, sometimes emotional, questions. The good news is: you don’t have to work through them alone.
This stage of life isn’t about building wealth; it’s about making the most of what you’ve worked so hard to create.
We’ll help you:
We keep things simple and straightforward, with regular check-ins and proactive advice. You’ll never be left wondering what to do next. We stay in your corner for the long term.
Graham came to us feeling like he’d lost direction. His financial setup no longer suited his lifestyle or goals, and he wasn’t sure how to fix it. We reviewed his structure, rebalanced his investments, and helped him feel back in control of his money and his future.
Peter and Susan had already retired but were unsure whether their financial structure was still the best fit. By working through their income needs and legacy goals, we adjusted their strategy to reduce tax, protect their estate, and improve their overall cash flow.
Alan had simple needs in retirement and big questions about how to leave his estate to his children in the most efficient way. We helped him navigate superannuation rules, inheritance tax concerns, and set up the right structures to protect his legacy.
Many financial planners focus on building wealth — but at Haile Financial, we specialise in helping you live well in retirement.
Liz Haile brings decades of experience, along with a calm, personal approach that’s rare in this industry. She’ll listen carefully, explain your options clearly, and make sure you feel confident every step of the way.
You’ll never be treated like a number, pushed towards investments you don’t understand, or left wondering what to do next. Instead, you’ll have a dedicated adviser who knows your name, remembers your story, and genuinely cares about helping you make the most of your retirement.
If you’re already retired or thinking more seriously about how to protect and use your wealth wisely, now is a good time to review your setup.
Book a chat with Liz today. It’s never too late to fine-tune your strategy and make life that little bit easier.
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