Financial Advisor Hunters Hill
Plan for Your Future with a Trusted Financial Adviser in Hunters Hill
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Leading Advice has been helping individuals, families, and business owners make confident financial decisions for over 35 years. Our advisers are listed on ASIC’s Financial Advisers Register, giving you a simple way to check our credentials and licensing before getting in touch. If you are searching for a Financial Advisor Hunters Hill, our Gladesville office is conveniently located nearby, and we regularly work with clients across the area.
Whether you prefer a face-to-face meeting or a video consultation, our team can provide advice based on your circumstances. As an experienced Financial Adviser Hunters Hill, we can help with wealth management, retirement planning, estate planning, and property advice. If you need a trusted Financial Planner Hunters Hill or experienced Financial Planners Hunters Hill, we focus on practical strategies tailored to your goals and needs.
Featured on
Your Local Hunters Hill Financial Planners
Hunters Hill has a distinct character, with a long history and established local community. Many residents have owned property for years and are now focused on protecting their wealth, managing superannuation and making the most of what they have built.
As a Financial Advisor in Hunters Hill, we take the time to understand your assets, income, super and long-term goals before recommending a strategy. Our role as a Financial Planners in Hunters Hill is to provide clear, practical guidance suited to your circumstances.
Whether you need help with retirement planning, wealth management or financial decisions, our approach is personalised and regularly reviewed. As a trusted Financial Planner Hunters Hill, we help you make informed decisions with greater confidence and clarity.
Our Financial Services in Hunters Hill, 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 Hunters Hill, NSW
For many Hunters Hill clients, Planning for retirement is about making the most of their superannuation, investments and family assets while creating a dependable income for the years ahead. As a Retirement planner in Hunters Hill, we help you understand your options and build a strategy suited to your goals.
Our Retirement Planning support can include superannuation reviews and consolidation, Age Pension and Centrelink eligibility, and income strategies that balance long-term growth with financial certainty. As a trusted Retirement adviser in Hunters Hill, we also review your plan as your circumstances and legislation change. Where appropriate, we can discuss estate planning early, helping ensure your financial arrangements remain aligned with your wishes.
We also provide guidance as a Superannuation Financial advisor, helping you make informed decisions about your retirement savings.
Hunters Hill's Growing Economy and Your Investment Opportunities
Hunters Hill's economic story is one of preservation rather than expansion. The LGA consistently ranks among the wealthiest in the country, postcode 2110 has recorded average taxable incomes among the highest in Australia, but its planning controls are also some of the strictest in NSW. Most properties sit within Heritage Conservation Areas, with strict rules protecting original facades, foreshore views, and the suburb's garden character, while multi-dwelling development is heavily restricted across most of the peninsula.
The practical effect is a property market where new supply almost never arrives, which has kept values high and historically resilient. For residents, that translates into significant, often multi-generational wealth tied up in a single property, which makes questions of diversification, estate structuring, and intergenerational transfer more pressing here than in most Sydney suburbs, not less.
Whether you're planning to pass property down to the next generation, considering how much of your wealth should stay in real estate versus other investments, or simply haven't reviewed your structure in some years, Hunters Hill's unique market conditions make that conversation worth having sooner rather than later.
Best Estate Planning in Hunters Hill, NSW
Where property has often been passed down through generations, careful estate planning can be especially important. Heritage-listed homes, multiple beneficiaries, family businesses, and complex family arrangements can all require thoughtful planning to help protect your wishes.
With Estate Planning in Hunters Hill, we provide tailored advice to help you understand your options and structure your affairs clearly. We can also work alongside your legal professionals where needed, helping ensure your financial and legal plans work together.
Our experienced Estate Planner in Hunters Hill focuses on creating practical strategies that provide greater certainty for you and clarity for your family. If you are looking for trusted Financial Advisors Hunters Hill, we can help you review your circumstances and develop an estate plan suited to your needs.
Private Wealth Management Adviser in Hunters Hill, NSW
For clients with more complex financial needs, our Wealth Management Planning approach brings investments, superannuation, tax and estate planning together as one clear strategy. Rather than looking at each area separately, we consider how every decision can affect your wider financial position.
As a Private Wealth Adviser in Hunters Hill, we take time to understand your circumstances, goals and priorities, including how long-held family property may fit into your overall plans. Our Financial Planners Hunters Hill team provides considered guidance based on your complete financial picture. With support from a Private Wealth Management Planner in Hunters Hill, you can make informed decisions with a long-term strategy in place, rather than reacting to individual financial decisions as they arise.
Skilled Property Investment Adviser in Hunters Hill, NSW
Investing in property in Hunters Hill requires an understanding of the local market, heritage controls, and your broader financial goals. These factors can influence renovation options, property value, and long-term investment potential.
A Property Adviser Hunters Hill can help you assess opportunities while considering your existing portfolio, financing, tax-effective structures, and overall risk. For those considering Property Investment in Hunters Hill, personalised advice can help you make informed decisions rather than relying only on market trends.
A Financial Planner in Hunters Hill can also help you determine how property fits alongside other investments and your long-term financial plan. Whether you're buying locally or investing elsewhere, the focus should be on building a balanced strategy that supports your financial goals.
Why Choose Leading Advice as your financial advisor in Hunters Hill?
Choosing the right financial advisers in Hunters Hill can make all the difference in achieving your financial goals. At Leading Advice, we deliver personalised strategies that align with your lifestyle and future aspirations.
Here’s why clients choose our financial Planners Hunters Hill team:
-
Personalised Financial Planning – Our financial planner in Hunters Hill craft strategies specifically for your income, lifestyle, and goals, ensuring your financial future is secure with advice tailored just for you.
- Investment Strategies – We design smart, tailored investment strategies Hunters Hill to grow your wealth, manage risks, and maximise returns, making our financial adviser Hunters Hill your trusted partners in long-term financial success.
-
Comprehensive Services – From wealth creation, retirement planning, to insurance protection, our financial planner Hunters Hill team provides complete, end-to-end solutions to help you achieve all your financial milestones confidently.
-
Local Expertise – Our financial advisers in Hunters Hill have deep knowledge of local opportunities, enabling smarter investment decisions and insights that benefit residents and families throughout Hunters Hill and the surrounding areas.
-
Client-First Approach – We prioritise long-term relationships, transparency, and trust. Every recommendation from our financial planners in Hunters Hill is focused on your best interests and long-term financial well-being.
-
Proven Results – With 35+ years of experience, 890+ happy clients, and 3 expert advisers, our financial planner Hunters Hill team consistently delivers measurable financial growth for every client.
-
Recognised & Trusted – Featured in 98+ press features, our financial advisors Hunters Hill are trusted professionals providing credible, informed, and practical advice to secure your financial future.
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
At Leading Advice, we believe successful outcomes come from a clear, guided process. Our team of qualified financial advisors 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 advisor 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 advisor 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 advisors update your strategy to keep you on track.
What Our Clients Says About Us
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.
Build a Stronger Financial Future with a Financial Planner in Hunters Hill
Get personalised financial advice from trusted financial planners in Hunter Hill. Whether you’re planning for retirement, growing your wealth, or managing your investments, our tailored strategies help you make informed choices and work towards long-term financial security.
