Financial Advisor Chatswood
Your Local Financial Adviser Chatswood – Personalised Advice for Every Stage of Life
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Looking for a Financial Advisor Chatswood who can help you make confident financial decisions? Leading Advice has spent more than 35 years helping individuals, families and business owners plan for their financial future. Our advisers are listed on ASIC’s Financial Advisers Register, so you can check their professional details and qualifications before getting in touch.
If you need a Financial Adviser Chatswood, our team works with clients on investment planning, superannuation, wealth creation and business finances. We also provide personalised guidance for anyone searching for a Financial Planner Chatswood clients can trust. Whether you’re growing your wealth, managing investments or planning for the future, our experienced Financial Planners Chatswood team can help create a strategy suited to your goals and circumstances.
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Your Local Financial Planner in Chatswood
Chatswood is a thriving commercial hub on Sydney’s Lower North Shore, home to professionals, families and business owners with diverse financial goals. For many, managing career income, business finances, superannuation and long-term plans can become increasingly complex.
A Financial Advisor in Chatswood can help you understand your current position and make informed financial decisions based on your circumstances. Whether you are growing a business, building wealth or planning for retirement, the right strategy can provide greater clarity and direction.
Working with a Financial Adviser in Chatswood means having a plan tailored to your goals. As experienced Financial Planners Chatswood, we focus on practical strategies that support your financial priorities and changing needs.
If you are looking for a Financial Planner Chatswood, we can help you build a clearer path towards your financial goals.
Our Financial Services in Chatswood, 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.
Expert Retirement Planner in Chatswood
Many Chatswood clients seek Planning for retirement after years of focusing on their careers and want a clear picture of their financial future. Working with a Retirement planner in Chatswood can help you understand where you stand and what steps may be needed to achieve your retirement goals.
Our advice covers superannuation strategies, Age Pension and Centrelink entitlements, and creating a retirement income plan suited to your lifestyle. As a trusted Retirement adviser in Chatswood, we also review your strategy as your circumstances change, including once you retire. We can help with Retirement Planning, superannuation consolidation and long-term investment decisions. Our Superannuation Financial advisor can also work alongside your estate planning professionals to help create a more coordinated approach to your financial future.
Chatswood Growing Economy and Your Investments Opportunities
Chatswood is one of Sydney's genuine growth engines. It sits inside the Global Economic Corridor stretching from Macquarie Park through Chatswood, St Leonards, North Sydney, and into the CBD, a strip that holds the majority of metropolitan Sydney's office space and a large share of its jobs. Willoughby City Council has approved planning changes enabling roughly 6,600 new dwellings across the LGA, with about 4,000 of those earmarked for the Chatswood CBD alone, and the area is on track to help meet the NSW Government's target of 3,400 new homes by 2029 under the National Housing Accord.
That level of infrastructure investment and residential growth, anchored by the Sydney Metro line, creates a different set of financial planning questions than a suburb like Henley. Chatswood residents are more likely to be weighing new-build apartment purchases, off-the-plan investment opportunities, or how rising density affects the value of an existing home, alongside the usual questions around super, income, and retirement timing.
If you're considering how Chatswood's growth trajectory fits into your own investment strategy, whether that's buying, holding, or diversifying away from property altogether, it's worth a conversation before you commit.
Leading Estate Planning in Chatswood, NSW
Estate planning is important for families and individuals in Chatswood, especially when wealth is spread across superannuation, shares, savings, property and other investments. Our Financial Advisors Chatswood team can help you understand your financial position and put a clear plan in place for the future. Estate Planning in Chatswood can involve deciding how your assets should be distributed, reviewing superannuation death benefit nominations and ensuring your wishes are properly documented.
An experienced Estate Planner in Chatswood can also work alongside your solicitor or other legal professionals when required, helping ensure your financial arrangements align with your broader estate plan. With the right guidance, you can reduce uncertainty for your loved ones and have greater confidence that your wishes will be respected.
Private Wealth Management Adviser Chatswood
Chatswood’s professionals, business owners, and executives often have financial needs that go beyond a salary and superannuation. A Private Wealth Adviser in Chatswood can help bring investments, super, tax, and estate planning together through personalised Wealth Management Planning. Whether you are growing a business, managing equity or bonus-based income, or handling multiple income streams, having a clear strategy can make financial decisions easier.
Our Financial Planners Chatswood understand that every financial position is different and focus on the bigger picture rather than individual decisions in isolation. As a trusted Private Wealth Management Planner in Chatswood, we help coordinate your financial strategy around your goals, circumstances, and long-term plans.
Professional Property Investment Adviser in Chatswood
Chatswood’s strong transport links, retail precinct and steady rental demand make it an attractive location for investors. Investing in property in Chatswood can offer opportunities, particularly for apartments close to transport and amenities, but factors such as strata costs, building age and supply should be carefully considered.
With support from a Property Adviser Chatswood, you can assess how a property fits within your wider financial goals. Our Property Investment in Chatswood guidance considers borrowing, tax-effective structures and portfolio diversification.
A Financial Planner in Chatswood can also help you look beyond the property itself and understand the potential impact on your finances. With personalised advice, you can make informed investment decisions that align with your long-term financial plan.
Why Choose Leading Advice for financial advice in Chatswood?
Selecting the right financial advisers Chatswood can significantly impact your ability to achieve your financial goals. At Leading Advice, we provide personalised strategies that align with your lifestyle, income, and future aspirations.
Here’s why clients trust our financial planners in Chatswood:
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Personalised Financial Planning – Our financial planner in Chatswood crafts strategies tailored to your income, lifestyle, and goals, ensuring your financial future is secure.
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Investment Strategies – We create smart, customised investment plans to grow your wealth, manage risks, and maximise returns, making our financial advisors in Chatswood a reliable partner for long-term success.
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Comprehensive Services – From wealth creation and retirement planning to insurance protection, our team provides complete, end-to-end solutions.
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Local Expertise – With deep knowledge of Chatswood and the surrounding areas, our advisers deliver insights that help you make smarter investment decisions.
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Client-First Approach – We prioritise transparency, trust, and long-term relationships. Every recommendation is focused on your best interests.
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Proven Results – With 35+ years of experience, 890+ satisfied clients, and 3 expert advisers, our financial planners in Chatswood consistently deliver measurable financial growth.
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Recognised & Trusted – Featured in 98+ media outlets, our financial advisor Chatswood team is recognised for credible, practical, and reliable advice.
Meet Our Financial Planners
Our team includes certified wealth managers, accredited financial advisers, and licensed financial consultants, all committed to giving you unbiased, expert advice.
Katrina Haskew
Senior Financial Adviser
Katrina began her Financial Services career in 2003, joining the family business and developing a strong understanding of the industry. She is passionate about educating clients on the risks associated with wealth creation and helping them protect what matters most. Katrina works closely with clients to develop tailored wealth protection strategies that provide confidence, peace of mind, and support their long-term financial goals.
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. Gerard provides advice across wealth creation strategies, which include tax minimisation, wealth protection, superannuation, retirement, and estate planning, helping clients build confidence and clarity around their financial future.
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.
Our Financial Planning Process in Chatswood
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 planner designs 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 conducts regular check-ins and reviews. If your goals shift, our qualified financial advisers update your strategy to keep you on track.
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.
Plan Your Future with a Trusted Financial Planner in Chatswood
Work with our expert Financial Planners Chatswood to create personalised strategies for retirement, investments, and wealth growth. Call today or book a free consultation to secure your financial future!
