Financial Advisor Rose Bay
Plan Your Future with a Personalised Financial Adviser in Rose Bay
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Rose Bay is home to families and individuals who have spent years building wealth through property, business, and successful careers. At Leading Advice, we help you turn that wealth into a clear financial strategy designed around your goals and lifestyle. With more than 35 years of experience, our team provides practical guidance across wealth management, retirement planning, superannuation, and estate planning.
If you need a Financial Advisor Rose Bay, we can help you understand your options and plan with confidence. Our experienced team also provides personalised support from a Financial Adviser Rose Bay you can trust.
Whether you need a Financial Planner Rose Bay for retirement or long-term wealth planning, or experienced Financial Planners Rose Bay for more complex strategies, we tailor our advice to your needs.
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Your Local Rose Bay Financial Planners
Being a leading financial planner in Rose Bay isn't about being the biggest name — it's about consistently getting the fundamentals right for clients whose financial lives are often more layered than average: multiple properties, self-managed super, family trusts, or a business that's tied up with personal wealth.
As a financial advisor in Rose Bay residents return to year after year, our approach starts with listening properly before we recommend anything. A financial adviser in Rose Bay who understands harbourside property values, sits down with you first to understand what you're actually trying to achieve — whether that's funding a comfortable retirement, passing wealth to the next generation, or simply getting a second opinion on decisions you've already made. From there, our financial planners in Rose Bay build a strategy around your specific circumstances, not a generic template.
Our Financial Services in Rose Bay, 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.
Experienced Retirement Planner in Rose Bay
Planning for retirement can look different for everyone, especially when you have property, superannuation, investments or other assets to consider. At Leading Advice, we help you create a clear strategy based on your current position and long-term goals.
Working with a Retirement planner in Rose Bay means looking beyond your super balance and understanding how your assets can work together to support your lifestyle after work. Our approach to Retirement Planning considers income needs, investment structures, super contributions, Centrelink and Age Pension considerations.
A trusted Retirement adviser Rose Bay can also help you review existing strategies and identify opportunities before retirement. Whether you need a Retirement advisor Rose Bay or guidance from a Superannuation Financial advisor, Leading Advice can help you plan with greater clarity and confidence.
Rose Bay Growing Economy and Your Investment Opportunities
Rose Bay sits within the Woollahra local government area, one of Sydney's most economically concentrated pockets — home to over 10,000 local businesses and a gross regional product of roughly $5 billion, generated from a population of around 60,000 residents across the municipality. The area's economy leans heavily on professional and technical services, healthcare, and a strong local retail and hospitality scene, and Rose Bay itself continues to see investment: the Wilberforce Avenue precinct redevelopment and ongoing renewal along the Old South Head Road retail strip are reshaping the village centre, while harbourside property in the suburb remains some of the most sought-after in the country.
For clients, that combination — a strong local economy layered on top of already substantial property wealth — creates a specific planning challenge: how much of your net worth should stay tied up in Rose Bay property, and how much should be diversified elsewhere. It's a conversation we have often, and there's rarely a one-size-fits-all answer. Our role is to help you weigh continued exposure to the local property market against the benefits of diversifying into managed investments, direct shares, or other asset classes — so your wealth isn't quietly concentrated in a single postcode without you having actively decided that's the right call.
Expert Estate Planning in Rose Bay
For many families, one of the most important parts of managing wealth is making sure it passes to the right people at the right time. At Leading Advice, our Financial Advisors Rose Bay help clients look beyond investments and consider how their wealth, property and other assets should be managed for the future.
Estate Planning in Rose Bay can involve additional considerations when significant wealth is held in property, family trusts, businesses or assets shared across generations. Having a clear plan can help reduce confusion and make your wishes easier for your family to follow.
As your Estate Planner in Rose Bay, we work alongside your solicitor and other professional advisers to help ensure your will, trust arrangements and superannuation death benefit nominations work together. This can help identify potential gaps and provide greater clarity around how your assets are intended to be distributed.
We also help families have important succession conversations early. Whether your plans involve property, business interests or other significant assets, having these discussions before they become urgent can make future decisions more straightforward.
Private Wealth Management Adviser Rose Bay
When your financial position reaches a certain level, generic financial advice may no longer provide the level of coordination you need. At Leading Advice, we help established individuals and families manage their wealth with a clear, connected approach. As a Private Wealth Adviser in Rose Bay, we look at the bigger picture, including investments, tax planning, insurance, property and intergenerational wealth.
Our Wealth Management Planning approach is focused on ongoing advice rather than a one-off strategy that gets left in a drawer. We regularly review your financial position, investment performance, tax considerations and risk exposure, helping ensure your strategy continues to reflect your goals and changing circumstances.
As experienced Financial Planners Rose Bay, we work with clients who may have multiple assets, investments and financial priorities to manage. Rather than looking at each part of your finances separately, we consider how different decisions can work together to support your broader financial objectives.
If you are looking for a Private Wealth Management Planner in Rose Bay, Leading Advice can provide ongoing guidance as your circumstances, financial goals, markets and regulations change. Our focus is on building a long-term relationship and helping you make informed financial decisions at each stage of your wealth journey.
Qualified Property Investment Adviser in Rose Bay
When your financial position reaches a certain level, generic financial advice may no longer provide the level of coordination you need. At Leading Advice, we help established individuals and families manage their wealth with a clear, connected approach. As a Private Wealth Adviser in Rose Bay, we look at the bigger picture, including investments, tax planning, insurance, property and intergenerational wealth.
Our Wealth Management Planning approach is focused on ongoing advice rather than a one-off strategy that gets left in a drawer. We regularly review your financial position, investment performance, tax considerations and risk exposure, helping ensure your strategy continues to reflect your goals and changing circumstances.
As experienced Financial Planners Rose Bay, we work with clients who may have multiple assets, investments and financial priorities to manage. Rather than looking at each part of your finances separately, we consider how different decisions can work together to support your broader financial objectives.
If you are looking for a Private Wealth Management Planner in Rose Bay, Leading Advice can provide ongoing guidance as your circumstances, financial goals, markets and regulations change. Our focus is on building a long-term relationship and helping you make informed financial decisions at each stage of your wealth journey.
Why Choose Leading Advice as your financial advisor in Rose Bay?
Selecting the right financial advisers Rose Bay 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 Rose Bay:
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Personalised Financial Planning – Our financial planner in Rose Bay 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 Rose Bay 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 Rose Bay 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 Rose Bay consistently deliver measurable financial growth.
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Recognised & Trusted – Featured in 98+ media outlets, our financial advisor Rose Bay 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
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
Shape Your Financial Future with Expert Planning in Rose Bay
Work with a Financial Advisor Rose Bay who takes the time to understand your goals, financial position and plans for the future. Talk to Leading Advice Today
