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.
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.
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.
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.
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.
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
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
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
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
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
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Get In Touch
We would love to hear from you!
p 02 9879 5055 (Gladesville)
p 02 9369 1604 (Bondi Junction)
e info@leadingadvice.com.au
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