Financial Advisor Henley
Trusted Financial Adviser in Henley for Expert Wealth Guidance
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Looking for a Financial Advisor Henley you can trust? Leading Advice has been helping individuals, families, and business owners make informed financial decisions for over 35 years. Our advisers are listed on ASIC’s Financial Advisers Register, so you can verify their credentials and licensing before getting started. Our Gladesville office is conveniently located near Henley, and we regularly support local clients through face-to-face meetings and secure video consultations. Whether you need a Financial Adviser Henley for retirement planning, superannuation, estate planning, or property investment, our advice is tailored to your individual circumstances and goals.
If you’re searching for a Financial Planner Henley, our experienced team can help you understand your options and create a practical financial strategy designed around your long-term goals—not a generic plan.
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Your Trusted Financial Planner in Henley
At Leading Advice, we believe good financial planning starts with understanding what matters to you. As a trusted Financial Adviser in Henley, we look at the bigger picture, from your income and expenses to superannuation, insurance, investments, debts, and future goals. This allows our Financial Planner in Henley to build a clear and personalised strategy around your circumstances, rather than offering a one-size-fits-all approach.
Your financial needs can change as life moves forward. You may be planning to purchase a home, grow your wealth, prepare for retirement, protect your family, or review your current financial strategy. Our financial planners in Henley provide practical guidance to help you understand your options and make confident decisions. With support from an experienced Financial Advisor in Henley, you can create a financial plan designed around your goals and changing priorities.
Our Financial Planning Services in Henley, 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 Henley
Planning for retirement can feel overwhelming, especially when you need to make the most of your savings, superannuation and family home. Our experienced Retirement planner in Henley can help you create a clear strategy for a comfortable and financially secure retirement. As a trusted Retirement adviser in Henley, we review your superannuation, Age Pension and Centrelink eligibility, and income needs to build a strategy suited to your circumstances.
Our Retirement Planning approach also includes regular reviews as your goals, finances and legislation change. We can also provide guidance on Superannuation Financial advisor strategies and work alongside your estate planning arrangements to help protect your wealth and ensure your wishes are clearly documented.
Henley Growing Economy and Your Investment Opportunities
Henley itself isn't a commercial growth story, it's a tiny, shop-free residential enclave of around 455 residents on the Parramatta River, within the Municipality of Hunter's Hill. Its "economy" is really its property market, and that market is defined by scarcity: waterfront and near-waterfront homes rarely come up for sale, and heritage protections across the wider LGA keep new supply tightly constrained. That scarcity has historically supported strong, steady capital growth rather than the volatility seen in higher-turnover suburbs.
For residents, the investment opportunity isn't chasing growth elsewhere, it's making sure the wealth already sitting in the family home is properly diversified, protected, and structured. A single concentrated asset, however valuable, carries real risk if it's never balanced against superannuation, liquid investments, and adequate insurance. As property values continue to climb in tightly held pockets like Henley, that imbalance tends to grow too, often without anyone noticing until a life event forces the issue.
A periodic portfolio and estate review helps make sure your property wealth is working as hard as the rest of your finances, not sitting as a single, undiversified bet.
Best Estate Planning in Henley, NSW
For many Henley families, wealth is closely connected to long-held property, family homes and assets passed down through generations. This makes Estate Planning in Henley an important step, particularly when several beneficiaries are involved.
Our Financial Advisors Henley team provides tailored guidance to help you make informed decisions about how your estate should be managed and distributed. We can also work alongside your legal professionals where required, helping ensure your financial plans and legal documents are aligned.
Working with an experienced Estate Planner in Henley can help reduce uncertainty, avoid unnecessary complications and provide greater clarity for your loved ones. The aim is simple: to help you put clear plans in place today, so your family can have greater certainty in the future.
Private Wealth Management Adviser Henley
For clients with more complex financial needs, a Private Wealth Adviser in Henley can help bring investments, superannuation, tax and estate planning together into one clear strategy. Our Wealth Management Planning approach starts with understanding your financial position, personal goals and long-term priorities, whether you are building wealth, preparing for retirement or planning for the next generation.
Our experienced Financial Planners Henley focus on the bigger picture rather than treating each financial decision separately. With support from a dedicated Private Wealth Management Planner in Henley, you can receive coordinated advice designed around your circumstances, helping you make informed decisions and manage your wealth with greater confidence over the long term.
Experienced Property Investment Adviser Henley, NSW
Investing in property in Henley can be a valuable part of a broader financial strategy, but local factors should be considered before making a decision. Heritage conservation areas across Henley and the wider Hunters Hill area may influence renovation approvals, development options and future resale potential. A Property Adviser Henley can help you understand these considerations alongside your overall financial position.
Our approach to Property Investment in Henley looks beyond the property itself, considering finance, tax-effective structures, diversification and your long-term goals. As your Financial Planner in Henley, we provide personalised advice to help you assess whether a property fits your existing strategy. Whether buying locally or elsewhere, we help you make informed decisions with your wider financial plan in mind.
Why Choose Leading Advice as your financial adviser in Henley?
Choosing the right financial advisers in Henley 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 Henley team:
- Personalised Financial Planning – Our financial planner in Henley 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 in Henley to grow your wealth, manage risks, and maximise returns, making our financial adviser Henley your trusted partner in long-term financial success.
- Comprehensive Services – From wealth creation and retirement planning to insurance protection, our financial planner Henley team provides complete, end-to-end solutions to help you achieve all your financial milestones confidently.
- Local Expertise – Our financial advisers in Henley have deep knowledge of local opportunities, enabling smarter investment decisions and insights that benefit residents and families throughout Henley and the surrounding areas.
- Client-First Approach – We prioritise long-term relationships, transparency, and trust. Every recommendation from our financial planners in Henley 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 Henley team consistently delivers measurable financial growth for every client.
- Recognised & Trusted – Featured in 98+ press features, our financial adviser Henley is a trusted professional 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 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 Henley
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.
Secure Your Future with Expert Financial Planner in Henley
Work with trusted financial Planners in Henley for tailored strategies. Our experienced financial planner in Henley team is ready to guide you—start your journey today!
