Financial Advisor Kensington
Build Your Financial Future with a Financial Adviser in Kensington
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Looking for a financial advisor in Kensington who'll actually get to know your situation before recommending anything? Leading Advice has been providing personal financial advice to Sydney clients for more than 35 years, and our team regularly works with residents around Kensington, Kingsford, and the wider Eastern Suburbs.
As a financial adviser in Kensington, we help clients navigate everything from super and investments to retirement income and estate planning. Every adviser on our team is a fully licensed financial planner listed on ASIC's Financial Advisers Register, so you can check our credentials independently before you ever pick up the phone — we'd encourage you to. Our financial planners in Kensington take a straightforward, no-jargon approach: understand your goals first, then build the strategy around them.
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Your Local Kensington Financial Planners
Choosing the right financial advisor in Kensington usually comes down to trust, and trust is built over time — which is why so many of our clients have been with us for eight, ten, even fifteen years.
Our team includes six authorised representatives, each bringing a different specialisation to the table: wealth protection, retirement income strategy, superannuation, and tax-effective investing. Rather than being handed off between departments, you work with one dedicated financial adviser in Kensington who stays across your full financial picture, from your first conversation through every review after that.
As a financial planner Kensington clients can genuinely rely on, we don't push products. Every recommendation from our financial planners starts with a proper understanding of your goals — whether that's paying down your mortgage faster, building an investment portfolio, or getting retirement-ready — and works backward from there.
Our Financial Services in Kensington, 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.
Highly Rated Retirement Planner in Kensington
Planning for retirement is rarely just about a number in your super account — it's about knowing your income will actually last, and that your lifestyle won't have to shrink to fit it.
As a retirement planner in Kensington, we help clients answer the practical questions that matter most: how much super is actually enough, how the Age Pension and Centrelink entitlements fit into your income, and how to structure your savings so they keep pace with rising costs. Whether you're a decade out from retiring or already there and reviewing your position, our retirement adviser Kensington team can help you build — or rebuild — a plan with confidence.
We also work closely with clients as a superannuation financial advisor, since super is usually the single biggest asset most people have going into retirement, and small structural decisions made early can make a meaningful difference decades later. If you're searching for a retirement advisor Kensington locals recommend, we'd suggest starting with an honest conversation about where you actually stand today.
Kensington Growing Economy and Your Investment Opportunities
Kensington sits at the centre of one of Sydney's more significant urban renewal zones. Randwick City Council's Economic Development Strategy is built around growing the area into a genuine "24-hour economy," anchored by the Randwick Health and Education Precinct — home to UNSW Sydney and the neighbouring Randwick hospitals campus — alongside the Kensington and Kingsford town centres, which are themselves being reshaped under the Council's K2K renewal plan. That plan alone is expected to bring roughly 4,300 new dwellings to the area, plus new plazas, community facilities, and affordable housing.
For homeowners and investors, this kind of precinct-driven growth tends to support long-term property demand — Kensington's proximity to UNSW's campus, the growing Randwick Health & Innovation Precinct, and the L3 light rail line connecting the area to the CBD and eastern beaches all add to its appeal as a place people want to live near, not just visit.
That said, growth potential isn't a strategy on its own. Whether it makes sense to hold more of your wealth in local property, diversify into other investments, or do both depends on your broader financial position — which is exactly the kind of decision our advisers help clients work through.
Leading Estate Planning in Kensington
Estate planning is one of those things everyone knows they should do, and far too many people put off. As one of the more established financial advisors Kensington residents turn to, we make the process straightforward rather than overwhelming.
Our estate planning in Kensington service covers the essentials: making sure your will actually reflects your current wishes, structuring your super and insurance so beneficiaries are correctly nominated, and putting the right protections in place if you're no longer able to make decisions yourself. As your estate planner in Kensington, we work alongside your solicitor where needed, so your legal and financial planning are properly aligned rather than sitting in separate silos.
Private Wealth Management Adviser Kensington
Once the basics are sorted — insurance, super, a will — the next question for many clients becomes how to actually grow and protect wealth over the long term. That's where our role as a private wealth adviser in Kensington comes in.
Our approach to wealth management planning starts with understanding your full asset picture: property, super, shares, business interests, and anything else in the mix. From there, our financial planners Kensington clients work with build a strategy that balances growth against risk, keeps tax efficiency in mind, and adjusts as markets — and your life — change.
If you're after a private wealth management planner in Kensington who'll treat your portfolio as a long-term relationship rather than a single transaction, this is where our team spends most of its time.
Qualified Property Investment Adviser in Kensington
Given how much of Kensington's growth story is tied to property, it's no surprise that investing in property in Kensington is a common conversation with clients — whether that's a first investment purchase, adding to an existing portfolio, or deciding whether to keep a property or sell it as part of a bigger strategy.
As a property adviser Kensington clients consult before making a move, we don't sell property ourselves — our job is to help you work out whether property investment in Kensington actually fits your financial position, how it stacks up against other options like shares or super contributions, and how to structure the purchase sensibly from a tax and lending perspective.
Every conversation starts with personalised advice, not a generic pitch. As a financial planner in Kensington, we'll give you a straight answer — even if that answer is that property isn't the right move for you right now.
Why Choose Leading Advice as your financial advisor in Kensington?
Selecting the right financial advisers Kensington 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 Kensington:
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Personalised Financial Planning – Our financial planner in Kensington 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 Kensington 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 Kensington 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 Kensington consistently deliver measurable financial growth.
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Recognised & Trusted – Featured in 98+ media outlets, our financial advisor Kensington team is recognised for credible, practical, and reliable advice.
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
Build Your Wealth with Personalised Financial Planning in Kensington
Speak with a Financial Advisor in Kensington and get clear, personalised advice for your wealth, investments and long-term goals. Start Your Financial Planning Journey
