What is the average cost of hiring a financial advisor in Putney?

The average cost of hiring a financial advisor in Putney depends on your financial goals and the level of service you need. At Leading Advice, we provide transparent pricing and customised financial planning so you know exactly what you’re paying for.

Who is the most famous financial advisor in Putney?

Leading Advice is a trusted & Famous Financial Planner in Putney, known for personalised financial planning, clear advice, and a client-focused approach.

How do I choose a good financial advisor in Putney?

To choose the right financial advisor in Putney, look for qualifications, experience, and a client-first approach. At Leading Advice, our advisors take time to understand your unique situation and provide tailored financial strategies.

What is the best age to get a financial advisor in Putney?

There’s no perfect age, but it’s best to work with a financial advisor in Putney as early as possible—especially when starting a career, buying property, or planning for retirement. The earlier you start with Leading Advice, the more prepared you’ll be for financial success.

Financial Advisers in Putney

Q: Is it worth paying a financial Planner in Putney?

Yes, working with a financial Planner in Putney is worth it if you want professional guidance for wealth management, retirement planning, or investment strategies. The team at Leading Advice helps you avoid costly mistakes and achieve long-term financial security.

Tailored Advice for a Secure Financial Future

Looking for reliable financial advisers in Putney? At Leading Advice, we specialise in helping individuals, families, and businesses achieve financial freedom with tailored strategies. Our experienced financial planners in Putney provide expert advice on investments, retirement planning, and wealth management. As a trusted financial adviser Putney residents recommend, we focus on creating plans that suit your lifestyle and goals. Choose a professional financial planner Putney clients count on for clear, practical, and future-focused financial guidance.

REQUEST A REVIEW

Featured on

Your Professional Local Financial Planner in Putney

At Leading Advice, we’re proud to be the trusted choice for financial advisers in Putney. Our qualified financial planners in Putney take the time to understand your goals, offering customised strategies that deliver lasting results. From wealth creation and retirement planning to insurance solutions, every plan is tailored to your needs. With an experienced financial advisor Putney locals count on, we provide professional guidance at every stage. Choose a dedicated financial planner Putney for complete financial support.

START WITH A REVIEW

Our Financial Services in Putney, 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.

Superannuation Adviser

Resilience and Reality – Understanding V-Shaped market Recoveries and what they mean for your wealth

Debt Management Adviser

Wealth Management Adviser

Retirement Planning

How to Save Money: Practical Tips for Building Financial Security

Budget Planner

Estate Planning

Tax Planning Adviser

Personal Financial Adviser

Expert Retirement Advisers in Putney

Planning for retirement? Our experienced retirement advisers in Putney are here to help you make smart, informed decisions about your future. Whether you're nearing retirement or already retired, we can assist with:

Retirement Planning Strategies
Build a plan to maximise your retirement income and lifestyle.
Age Pension & Centrelink Assistance
Navigate benefits and entitlements with ease.
Estate Planning Guidance
Ensure your assets are protected and distributed according to your wishes.

Why Choose Leading Advice as your financial adviser in Putney?

Choosing the right guidance can make all the difference in your financial journey. At Leading Advice, our trusted financial advisers in Putney are committed to delivering tailored strategies that match your unique goals. Whether you’re seeking retirement planning, investment advice, or wealth management, our expert financial planners in Putney provide clear, professional solutions. As a reliable financial adviser Putney residents depend on, we focus on building long-term relationships based on trust, transparency, and results. With our dedicated financial planner Putney team by your side, you’ll gain the confidence to make informed financial decisions and achieve lasting security.

Call Us: 02 9879 5055

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 is the driving force behind Leading Advice with years of experience, 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.

View Our Team

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 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.

Ready to Take Control of Your Finances?

Let our expert financial advisers in Putney help you build a path to financial success. Whether you're looking to grow your wealth, plan your retirement, or make informed financial choices, we’re here to help.

Book a wealth assessment

Fill in the form below to book an appointment for a review of your personal situation by our team.

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

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

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

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

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

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

00:42 26 May 25

Gerard has always been very accessible and helpful, a person you can trust : )

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

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

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.

Secure Your Financial Future with Trusted Financial Advisers in Putney

Connect with Leading Advice today! Our expert financial advisers Putney and financial planners Putney provide personalised strategies to help you achieve wealth, retirement security, and financial peace of mind.

Let's Chat