About Us

Financial Advisers That Care

Leading Advice - Bondi (Web) - 023

At Leading Advice, we provide personalised financial advice tailored to your goals, lifestyle and future aspirations. 

Our Sydney financial advisers take a holistic approach to financial planning, helping clients navigate wealth creation, superannuation, retirement planning and life's important financial decisions. 

By understanding your unique circumstances, we create practical strategies designed to help you achieve your goals with confidence and clarity.

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Since 1982

Leading The Way

WE'VE BEEN HELPING SYDNEY CLIENTS MAKE CONFIDENT FINANCIAL DECISIONS SINCE 1982

For more than four decades, we've helped individuals, families and business owners navigate life's important financial decisions. As a family-owned financial planning business, we provide personalised financial advice tailored to your goals, circumstances and future aspirations.

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HAPPY CLIENTS

Our team

At Leading Advice we believe in the power of team work. We bring together a variety of experienced and passionate financial professionals to give our clients the best support possible.

View OUr TEAM

Gerard Haskew(opens in new tab)

Managing Director & Senior Financial Adviser

Gerard helps clients simplify complex financial decisions and build strategies that support their long-term goals.

    Areas of Expertise:

  • SMSF Advice
  • Superannuation
  • Retirement Planning
  • Wealth Creation
  • Wealth Protection
  • Estate Planning
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Katrina Haskew(opens in new tab)

Senior Financial Adviser

Katrina is passionate about helping clients understand financial risks and achieve greater confidence and peace of mind.

    Areas of Expertise:

  • Aged-Care
  • Superannuation
  • Retirement Planning
  • Wealth Creation
  • Wealth Protection
  • Estate Planning
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Tim Chalke(opens in new tab)

Senior Financial Adviser

Tim works closely with clients to create strategies aligned with their objectives, with specialist experience supporting ADF personnel and DVA recipients.

    Areas of Expertise:

  • Superannuation
  • Retirement Planning
  • Wealth Creation
  • Wealth Protection
  • Estate Planning
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Hear From Our Clients

Sandra Lee profile picture
Sandra Lee
11 months ago
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
1 year ago
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
1 year ago
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
1 year ago
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
1 year ago
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
1 year ago
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
1 year ago
Gerard has always been very accessible and helpful, a person you can trust : )
Nick Gulic profile picture
Nick Gulic
1 year ago
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
1 year ago
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
1 year ago
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.

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Whether you're building wealth, planning for retirement or navigating life's financial decisions, receive practical guidance and updates from our experienced financial advisers.

Let’s Talk About Your Goals

Every financial journey is different. That's why we take the time to understand what's important to you before developing a strategy tailored to your needs. Whether you're building wealth, planning for retirement or navigating life's changes, we're here to help you move forward with confidence.

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