Trusted Financial Planner in Sydney

Financial Advisers That Understand

As a family run business, we go through the same life events you do.

From starting out, to beginning a family, to buying the first home, all the way through to retirement, at Leading Advice you deal with real people who get what you're doing.

We don't give advice that doesn't match your situation and circumstances, because it's not what we'd do for ourselves.

Financial Planners Sydney

About Us

At Leading Advice, we’re a family-run business that goes through the same life journeys as many of our clients. This shared experience helps us provide not just financial expertise, but empathy, clarity, and connection.

Our team of licensed financial advisers Sydney, certified investment consultants, and qualified financial planners in Sydney is committed to helping you gain control of your future with smart, personalised strategies.

Meet the Leading Advice team and discover what makes us different from what you'd expect from a financial adviser Sydney.

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Why Choose Leading Advice?

At Leading Advice, we go beyond generic financial guidance. As a trusted financial adviser in Sydney, we specialise in personalised planning, retirement strategies, and transparent wealth advice to help you make confident financial decisions.

Experienced Financial Advisers

With over 35+ years of experience, our financial advisers in Sydney have helped thousands of clients navigate complex financial decisions. Our expertise ensures that every strategy we design is practical, reliable, and tailored to your unique goals.

Customised Financial Planning Solutions

No two financial journeys are alike. Our financial planner Sydney team creates personalised plans that align with your lifestyle, risk appetite, and future aspirations, ensuring every step supports your long-term prosperity.

Serving our community with best Local Expertise

We’re proud to be a part of the Sydney community, guiding 890+ happy clients with integrity and local insight. Our deep understanding of Sydney’s financial landscape allows us to provide solutions that truly make a difference.

Transparent & Honest Advice

At Leading Advice, transparency is at the heart of what we do. Our financial advisers in Sydney provide honest, easy-to-understand guidance so you can make confident, informed decisions about your finances.

Long-Term Financial Guidance

Our commitment doesn’t end with a single consultation. We provide ongoing support, ensuring your financial strategy evolves with your life goals and changing market conditions.

Retirement Planning Solutions

With 3 senior expert advisers leading our team, we’ve built a track record of success, helping clients grow, protect, and manage their wealth effectively. Our results speak for themselves, built on experience, strategy, and trust.

Our Financial Services in Sydney, NSW

Discover tailored guidance for your unique journey—select an option below to see how we can support you at this stage of your life.

Our Financial Planning Process

At Leading Advice, we believe successful outcomes come from a clear, guided process. Our team of qualified financial advisers and certified investment consultants follows a personalised strategy designed to help you build, grow, and protect your wealth.

Discover

Step 1: Discovery

Your journey starts with an in-depth conversation. Our financial adviser learns about your goals, lifestyle, income, and values, helping us create a solid foundation for tailored financial planning and smart decision-making.

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Step 2: Strategy

Next, your financial planners in Sydney design a custom roadmap covering superannuation, investments, insurance, and more. Our licensed experts ensure your plan reflects your risk profile, life goals, and future retirement needs.

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Step 3: Action

Once approved, we implement your strategy efficiently. Our independent financial adviser handles all paperwork, account setup, and structuring, giving you peace of mind as your plan is put into motion.

Review

Step 4: Review

We don’t set and forget. Your retirement financial planner in Sydney conducts regular check-ins and reviews. If your goals shift, our qualified financial advisers in Sydney update your strategy to keep you on track.

Meet Our Financial Planners in Sydney

Our team includes certified wealth managers, accredited financial advisors, and licensed financial consultants, all committed to giving you unbiased, expert advice.

Katrina Haskew

Katrina Haskew

Senior Financial Adviser

Katrina is the driving force behind Leading Advice, with years of experience, a passion for educating clients, strong leadership skills, all combined with a genuine desire to help achieve the best results.

 

Gerard Haskew

Gerard Haskew

Senior Financial Adviser

Gerard is passionate about helping his clients proactively plan for a bright future. He explains even the most complex financial concepts in language his clients can understand.

 

Tim Chalke

Tim Chalke

Senior Financial Adviser

Tim has a Bachelor of Business in Accounting from Deakin University and A Graduate Diploma in Financial Planning. Tim provides comprehensive advice to clients in retirement planning, investments and superannuation, and risk protection to create a customised plan aimed at achieving clients lifestyle goals. Tim has specialised experience advising Australian military members who are receiving DVA financial benefits.

Frequently Asked Questions

Sandra Lee profile picture
Sandra Lee
05:04 05 Sep 25
Gerard Haskew and the team at Leading Advice are fantastic. We have known them for over 8 years and always found them to be very authentic, interested in us as people, our lives, lifestyle and future requirements. We always feel safe knowing that Gerard is working in our best interest. Whether its superannuation contributions/investment, buying an investment property, helping our children with their wedding expenses, giving our kids an early inheritance or navigating through jobs and personal circumstances, Gerard is there to guide us in the right direction and help with decisions that we believe has set us up well for the future. We highly recommend Gerard Haskew and Leading Advice. Sandra & Gerard Lee, Sydney NSW
Quinn Parsons profile picture
Quinn Parsons
01:52 07 Aug 25
Gerard provided excellent financial advise and guidance for my mother who recently became a widow. He listened to her requirements and gave her the confidence to make the necessary changes to her finances. We were very happy with the level of communication and educating us on the journey.
Aiden Fornari profile picture
Aiden Fornari
07:13 05 Aug 25
Absolute top service from the team at leading advice. Sorted out a super annuation that was more beneficial for me, and looked at wealth creation options. Huge shout out to Samuel & Gerard
reece altman profile picture
reece altman
10:14 23 Jul 25
Good service, good people. I’ve been with them a long time and would definitely recommend them. Katrina Haskew absolute legend. Caring and honest.
Russell Farrington profile picture
Russell Farrington
23:32 22 Jun 25
Katrina at Leading Advice has provided me with sound and timely financial and risk advice that has been invaluable to my planning. Katrina is highly professional, kind and very easy to work with. I highly recommend her.
David Clisdell profile picture
David Clisdell
21:52 27 May 25
I appreciate the depth of knowledge Gerard has when dealing with our investments and his willingness to handle all the dealings with centrelink on our behalf. It gives us confidence that we are in good hands and are getting the most out of our retirement funds.
Amanbir Cheema profile picture
Amanbir Cheema
00:42 26 May 25
Gerard has always been very accessible and helpful, a person you can trust : )
Nick Gulic profile picture
Nick Gulic
04:40 23 May 25
I've known Katrina for something like 8 years now, and she's always given the most practical and straight up advice. She's gone against options that would have lined her pocket, and focused on making sure that I had the best option for my situation. When it comes to financial advice, Katrina is as trustworthy as it gets for me.
Jan Cooper profile picture
Jan Cooper
00:34 13 May 25
When we retired a few years ago my husband and I asked Gerard Haskew and Leading Advice to manage our superannuation. We are extremely happy with their service. The staff are very pleasant and efficient, their answers to enquiries are always prompt and reliable and we are kept updated to any general changes in superannuation. Gerard meets with us regularly to discuss our plans, makes suggestions and gives wise advice. We wholeheartedly recommend Gerard Haskew and Leading Advice .
Ranbir Bedi profile picture
Ranbir Bedi
01:51 09 Apr 25
We had been using the services of Leading Advice for more than a decade or so. We had a great experience dealing with Mr. Gerard Haskew. He always guided us at every step of our life & kept our finances in the best shape. I retired two years back & he had planned my retirement funds/pension & executed perfectly
Would like to give my sincere thanks to Leading Advice & Mr Gerard in particular. Will keep using his services as long as we could for the peace of mind.

Let’s Take the First Step Toward Your Financial Freedom

Ready to make smarter financial decisions? Whether you're planning for retirement, investing, or just need clarity, our qualified financial advisers in Sydney are here to help. Book your free, no-obligation consultation today and get personalised guidance from the most trusted financial planners in Sydney

We are a Trusted Financial Advisers & Planners serving Sydney and Nearby Suburbs.

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