Planning Ahead for Retirement

Support for Pre-Retirees

Retirement might still be five to ten years away, but if it’s starting to feel closer, you’re not alone. Many people in their 50s begin to wonder: Am I doing enough? Am I on the right track? What should I be doing differently before I stop working?

This stage of life comes with big questions and just as many opportunities.

At Haile Financial, we work with people just like you. People who’ve worked hard, raised families, managed mortgages, and are now starting to shift their focus towards what comes next. Whether you’re aiming for a specific retirement age or simply want more confidence about your financial future, we’re here to help you plan it clearly, calmly, and in a way that makes sense for your life.

Common Questions We Help Pre-Retirees Answer

If you’re in your 50s, chances are some of these questions have already crossed your mind:

Am I saving enough? How much will I need?
Am I making the most of available tax savings?
When can I stop working?
Should I pay off debt or invest for the future?
Are there smart moves I should be making now?

These aren’t questions that should be answered with guesswork. The right answers depend on your lifestyle, your income, your goals and what kind of future you want.

Our role is to help you step back, look at the full picture, and put a smart, achievable plan in place.

What We Do for Pre-Retirees

You don’t need to have everything figured out - that’s our job.

We’ll start by looking at where you are today and where you want to be. Then, we’ll help you:

Understand how your current savings and super are tracking
Identify any gaps or opportunities in your retirement plan
Prioritise your next steps, whether it’s investing, paying off debt, or making use of government incentives
Explore transition-to-retirement strategies and tax efficiencies
Set realistic, motivating financial goals for the next phase of life

Think of it as building a runway to retirement. We’ll make sure the foundations are strong, the path is clear, and the journey feels achievable, not overwhelming.

What You'll Walk Away With

Clarity
about your current position and what needs to happen next

Confidence
that you’re working towards a future you can look forward to

A plan
tailored to your personal situation. No generic advice or guesswork

Reassurance
that someone is in your corner, keeping the bigger picture in view

Real Stories from Clients Planning Ahead

Here are a few real-life examples of how we’ve helped people in this stage of life get their future sorted.

Mark & Lisa: Building Security Before Retirement

With retirement still 10 years away, Mark and Lisa came to us feeling uncertain. They had good incomes but weren’t sure how well they were tracking. Together, we helped them understand their current position, shift some savings strategies, and map out a clear path. The result? Less stress and a clear plan for the years ahead.

READ THEIR STORY

Peter & Anne: Planning for Early Retirement

Peter and Anne had a dream of finishing work earlier than most. We worked with them to maximise their super contributions, restructure some investments, and take advantage of transition-to-retirement strategies. With a plan in place, they’re now on track to step back well before 65.

READ THEIR STORY

Helen’s Journey to Retirement

Helen was in her mid-50s and wanted to feel more in control. We helped her understand how much she’d need in retirement, where she stood, and what moves would make the biggest difference over the next 8 years. Today, she’s more confident and focused than ever.

READ HER STORY

The Haile Financial Difference

There are plenty of advisers who’ll give you a spreadsheet and wish you luck. That’s not how we work.

At Haile Financial, you’ll deal directly with Liz Haile, a highly experienced financial adviser who’s known for her warmth, honesty and ability to make complex things feel simple. She’ll take the time to really understand you, your values and your vision and then guide you with a steady hand.

You’ll never be rushed, pressured, or sold to. Instead, you’ll walk away feeling understood, supported, and far more confident about what your next decade should look like.

Learn more about Liz Haile here

Ready to Take the First Step?

If you’re starting to think about retirement, even just a little, now’s the time to get clear.

Book a call with Liz today and take the first step towards a more secure, more confident future.

BOOK A CALL

Planning Ahead for Retirement

Support for Pre-Retirees

Common Questions We Help Pre-Retirees Answer

What We Do for Pre-Retirees

What You'll Walk Away With

Real Stories from Clients Planning Ahead

Mark & Lisa: Building Security Before Retirement

Peter & Anne: Planning for Early Retirement

Helen’s Journey to Retirement

The Haile Financial Difference

Ready to Take the First Step?

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