Financial Advisor Coogee
Move Towards Your Financial Goals with an Adviser in Coogee
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Looking for a financial adviser in Coogee you can trust with the bigger decisions — retirement, investment, or simply getting your finances properly organised? Leading Advice has been guiding Sydney clients for over 35 years, and every one of our advisers is listed on ASIC's Financial Advisers Register, so you can verify our qualifications and experience before you ever pick up the phone.
As a financial advisor Coogee locals turn to, we combine that regulatory transparency with genuinely personal service — whether you're after a one-off strategy session with a financial planner Coogee residents recommend, or ongoing support from a dedicated team of financial planners who get to know your situation properly.
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Your Local Coogee Financial Planners
Coogee's mix of long-term homeowners, young professionals, and property investors means no two clients walk in with the same set of priorities — and that's exactly how we approach it. As a financial advisor in Coogee, we don't start with a product; we start with a conversation about where you actually want to end up.
Our financial adviser in Coogee team has spent decades working across superannuation, investment strategy, insurance, and retirement income, which means whatever stage of life you're at, you're speaking with someone who's handled it before — not someone reading from a script. Clients often tell us the difference is in how clearly we explain things: no jargon, no pressure, just a plan you actually understand. That's the standard every financial planner Coogee clients work with here is expected to meet, and it's why so many of our financial planners have client relationships stretching back eight, ten, even fifteen years.
Our Financial Services in Coogee, 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.
Top Rated Retirement Planner in Coogee
Planning for retirement looks different depending on where you're starting from — someone ten years out has very different needs to someone who retired last year and wants to make sure their money lasts. As a retirement planner in Coogee, we work across both ends of that spectrum.
If you're still working, a retirement adviser in Coogee can help you get the fundamentals right early: consolidating super, reviewing your investment mix, and making sure your superannuation financial advisor is actually optimising your contributions rather than leaving it on autopilot. If retirement is closer, the focus shifts to converting what you've built into a reliable income — including how the Age Pension and Centrelink entitlements fit into the picture, something many self-managing retirees find more complicated than expected.
Whichever stage you're at, our approach to retirement planning is the same: build a strategy around your actual lifestyle goals, not a generic formula. As a retirement advisor in Coogee families have relied on for years, we also factor in estate and legacy planning early, so the transition into retirement doesn't leave loose ends.
Coogee Growing Economy and Your Investment Opportunities
Coogee sits within the Randwick City local government area, home to one of Sydney's more significant employment and education precincts — anchored by UNSW and the Randwick hospitals campus. Council's economic strategy is built around strengthening this precinct alongside the area's town centres and industrial land near Port Botany, with a stated goal of supporting thousands of additional local jobs over the next decade. Council has also continued investing in the area's public infrastructure, including road and footpath upgrades, expanded EV charging, and ongoing improvements to the coastal walkways that make Coogee such a drawcard.
That combination of a strong education/health economy and enduring coastal appeal has kept Coogee's property market — particularly units and apartments — in consistent demand, with median unit values now sitting comfortably above $1.4 million. For residents, that creates a genuine planning question: how much of your wealth should stay tied up in property here, versus being diversified into super, shares, or other investments that aren't as exposed to a single local market?
There's no universal answer — it depends on your age, your goals, and how much of your net worth is already property-heavy. But it's a conversation worth having with an adviser who understands both sides of it, rather than defaulting to "just buy another property" because that's what's worked in Coogee for the last decade.
Certified Estate Planning in Coogee
Estate planning gets overlooked more often than almost any other part of a financial plan — usually because it feels like something to deal with "later." As one of the more established financial advisors Coogee clients have worked with over the years, we'd argue later is exactly the wrong time to start.
Good estate planning in Coogee isn't just about having a will. It's about making sure your super, insurance, and assets are structured so they actually go where you intend, with as little complication for your family as possible. As an estate planner in Coogee, we regularly see situations where a simple structural fix — updating a beneficiary nomination, setting up the right trust structure, or aligning insurance ownership correctly — makes a significant difference to how smoothly an estate transfers.
We work alongside your solicitor rather than replacing them, focusing on the financial and structural side: superannuation death benefits, insurance structuring, and making sure your broader financial plan and your estate wishes are actually pointing in the same direction.
Private Wealth Management Adviser Coogee
For clients with more complex financial positions — multiple properties, share portfolios, business interests, or significant super balances — generic advice tends to fall short. As a private wealth adviser in Coogee, our approach to wealth management planning is built around coordination: making sure your investments, tax position, insurance, and estate plan are all working together instead of being managed in separate silos.
This is where our more experienced financial planners Coogee clients are referred to tend to add the most value — not by picking hot investments, but by making sure the overall structure of your wealth is efficient, appropriately protected, and aligned with what you're actually trying to achieve, whether that's an earlier retirement, funding a business transition, or building a legacy for the next generation. As a private wealth management planner in Coogee, we typically work with these clients on an ongoing basis, with regular reviews rather than a one-off plan that goes stale.
Qualified Property Investment Adviser in Coogee
Given how much of Coogee's own property market has rewarded long-term holders, it's no surprise investing in property in Coogee — or in property more broadly — comes up in almost every second conversation we have with local clients. As a property adviser Coogee investors consult before making a move, our role isn't to sell you a property; it's to help you work out whether property investment in Coogee actually fits your broader financial position, or whether your money would work harder somewhere else.
A financial planner in Coogee looking at your property plans will typically weigh up your borrowing capacity, your existing asset mix, your tax position, and your timeline — because the right answer for a 35-year-old professional building a portfolio looks nothing like the right answer for someone approaching retirement who already owns their home outright. That's the value of personalised advice: it starts with your numbers, not a general rule of thumb about the local market.
Why Choose Leading Advice as your financial advisor in Coogee?
Choosing the right financial advisers in Coogee 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 Coogee team:
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Personalised Financial Planning – Our financial planner in Coogee crafts 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 Coogee to grow your wealth, manage risks, and maximise returns, making our financial adviser Coogee your trusted partners in long-term financial success.
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Comprehensive Services – From wealth creation and retirement planning to insurance protection, our financial planner Coogee team provides complete, end-to-end solutions to help you achieve all your financial milestones confidently.
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Local Expertise – Our financial advisers in Coogee have deep knowledge of local opportunities, enabling smarter investment decisions and insights that benefit residents and families throughout Bellevue Hill and the surrounding areas.
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Client-First Approach – We prioritise long-term relationships, transparency, and trust. Every recommendation from our financial planners in Coogee is focused on your best interests and long-term financial well-being.
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Proven Results – With 35+ years of experience, 890+ happy clients, and 3 expert advisers, our financial planner Coogee team consistently delivers measurable financial growth for every client.
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Recognised & Trusted – Featured in 98+ press features, our financial advisors Coogee 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 advisors, 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, a 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 specialises in personal risk insurance advising on Life insurance, Total Permanent Disability insurance, Income Protection, Trauma insurance and business insurance.
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
Plan Your Financial Future with a Financial Planner in Coogee
Get personalised financial guidance tailored to your goals and circumstances. Whether you’re preparing for retirement, growing your wealth, or managing investments, experienced financial planners in Coogee can help you create a clear strategy for the future.
