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Financial Certainty for People Approaching Retirement.

Helping Australians in their 50s and 60s retire with confidence, reduce financial stress, and make smarter decisions about their future.

A serene landscape with a couple enjoying their golden years, bathed in warm, natural dayl
Retirement isn't just about money.

Many people have:

Superannuation

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Investments

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Property

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Savings

Financial Certainty answers questions such as:

Am I going to be okay?

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Can I retire when I want to?

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Am I paying too much tax?

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What happens if something goes wrong?

Yet still feel uncertain.

Our Financial Certainty Framework
Discover
Complete your free Financial Certainty Survey
Plan
Identify the gaps and opportunities
Enjoy
Move forward in your life with confidence
Start with a Financial Certainty Survey
Accumulator

Building wealth

For those in the wealth accumulation phase.

Pre-Retiree

Preparing for Retirement

For those who are preparing for retirement.

Retiree

Already Retired

For those who are already enjoying retirement.

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ABOUT THE UPDATED INVESTOR

Your personal financial planner

With over 30 years of experience, David helps Australians in their 50s and 60s achieve Financial Certainty and peace of mind.

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David firmly believes that every life choice has financial implications and every financial decision has life consequences. He has made it his life work to help clients navigate these issues.

We focus on what matters most

Financial Certainty

Tailored Strategies

Ongoing Partnership

Long-Term Financial Wellbeing

Hear from our clients

"Dave Haseldine has managed my financial affairs for the last 14 years. In that time he has provided me sound advice that has assisted me in obtaining the best possible financial outcomes. He is professional, honest and ethical and is an excellent communicator. He is always available for consultation and shows a genuine interest in me as a client. I highly recommend him"

Trish Hickey

Conflict free and unbiased

Strategies tailored to you

Focused on long-term financial wellbeing

Clear guidance every step of the way

Find out your level of Financial Certainty.

Complete a free Financial Certainty Survey to see how confident you are across 9 key areas of your financial life.​​

Book a complimentary strategy session.

Let's have a conversation about your situation and explore how we can help you achieve your goals.​​

For interested & existing clients

For new clients

Understand where you stand

Identify potential blind spots

Get clarity on what matters most

15-20 minute phone call

No obligations

A chance to see if we're a good fit

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STAY INFORMED

Insights to help you make better financial decisions

Receive practical insights and updates straight to your inbox​

Contact Us:

02 9712 7313

admin@theupdated.com.au

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Suite 4 81-85 Great North Rd, Five Dock NSW 2046

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General Advice Disclaimer
Any advice contained in this website is of a general nature only and does not constitute personal financial product advice. In providing ths information, no account was taken of the objectives, financial situation or needs of any particular person. Therefore, before making any decision, readers should consider the appropriateness of the information with regard to their particular objectives, financial situation and needs.

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