Financial Advisor Manly
Your Trusted Financial Adviser in Manly for Retirement Planning, Investments & Wealth Growth
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Finding the right financial advisor in Manly starts with knowing who you're trusting with your future. At Leading Advice, every financial adviser on our team is listed on ASIC's Financial Advisers Register, giving you an easy way to check our qualifications, history, and licensing before you ever pick up the phone.
For over 35 years, we've worked as a financial planner to individuals, families, and business owners across Sydney's northern suburbs and beaches, building strategies around superannuation, retirement, investment, and wealth protection. If you're searching for financial planners in Manly who combine real experience with straightforward, jargon-free advice, our team is here to help — in person or online.
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Your Trusted Local Financial Planner in Manly
Not every financial advisor in Manly takes the time to understand your full picture before recommending anything — we do. As your financial adviser in Manly, our approach starts with a genuine conversation about where you are now, where you want to be, and what's realistically standing in the way. From there, your dedicated financial planner designs a strategy around your actual circumstances, not a generic template.
Whether you're navigating a career change, growing a family, preparing to sell an investment property, or simply want a second opinion on decisions you've already made, our financial planners in Manly bring three-decades-plus of combined experience to the table — along with the patience to explain exactly why a recommendation makes sense for you.
Our Financial Services in Manly, 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 Manly
Planning for retirement is rarely just about a number in a super account — it's about knowing your income will actually last, and that you'll have the flexibility to live the way you want once you stop working. As a trusted retirement planner in Manly, we help clients map out exactly what retirement looks like for them, then build the financial structure to support it.
Our retirement adviser Manly team (some clients still search "retirement advisor Manly" — same thing, same team) works through the practical detail most people find overwhelming: how much to draw down each year, how to sequence withdrawals tax-effectively, and how Age Pension and Centrelink entitlements fit into the picture. Retirement Planning conversations with us typically start well before retirement itself, because the earlier a strategy is in place, the more options it creates.
We also work closely as your Superannuation Financial Advisor, reviewing fund performance, contribution strategy, and insurance held inside super — three things that quietly make a significant difference to your eventual retirement outcome but rarely get the attention they deserve.
Manly's Growing Economy and Your Investment Opportunities
Manly's economy sits within the Northern Beaches Council area, which adopted its first region-wide Economic Development Strategy — Business on the Beaches — in 2023, built around growing a more diverse, innovative, and sustainable local economy over the following decade. Manly's own town centre plan, adopted in 2024, envisions the area as a thriving coastal hub balancing its beach and harbour identity with a stronger, more active local economy — including a dedicated push to grow Manly's night-time economy around the Corso and the wharf precinct.
That mix of strong tourism demand, premium coastal property, and a council actively investing in local business growth creates a distinctive backdrop for investment decisions. Manly's residential market — particularly apartments and units — tends to attract long-term capital growth more than high rental yield, while the commercial strip around the Corso and ferry terminal continues to benefit from steady visitor traffic year-round.
At the same time, council data has pointed to a meaningful gap between local jobs and local residents across the wider Northern Beaches, meaning a large share of Manly households commute into the city for work — which has real implications for how dual-income households structure savings, debt, and investment timelines.
Understanding how these local dynamics interact with your personal financial position is exactly where the right advice earns its keep — whether that means weighing up property against a diversified portfolio, or timing a decision around how the local market is actually moving rather than how it feels from the outside.
Estate Planning Manly
Protecting what you've built is just as important as growing it. Our Financial Advisors Manly team provides thorough Estate Planning in Manly, covering wills, testamentary trusts, powers of attorney, and succession strategies — all designed to make sure your wealth passes to the people you intend, with as little friction and tax exposure as possible.
Working with an experienced Estate Planner Manly early means fewer surprises later, particularly for blended families, business owners, or anyone holding significant property or investment assets. We coordinate closely with your solicitor and accountant where needed, so your estate plan actually reflects your full financial picture rather than existing as a document in isolation.
Private Wealth Management Adviser Manly
For clients with more complex financial positions, our Private Wealth Adviser in Manly service goes beyond standard financial planning. We combine Wealth Management Planning with tax structuring, investment strategy, and risk management into a single coordinated approach, rather than treating each element separately.
Our Financial Planners in Manly work with business owners, professionals, and multi-generational families who need more than a one-off strategy — they need an adviser actively managing the moving parts as circumstances change. As your Private Wealth Management Planner in Manly, our focus stays on long-term outcomes: preserving capital, growing it sensibly, and making sure every decision serves the bigger picture rather than a short-term win.
Property Investment Adviser Manly
Investing in property in Manly carries its own dynamics — limited housing stock, strong long-term demand, and a market that behaves differently to the rest of Sydney. As your Property Adviser Manly, we help you look past the emotional pull of a beachside postcode and assess whether a given opportunity actually fits your broader financial strategy.
Our approach to Property Investment in Manly starts with your existing position — equity, cash flow, borrowing capacity, and risk appetite — before any conversation about a specific property or suburb. As your Financial Planner in Manly, we're not selling property; we're giving personalised advice on whether, when, and how property should feature in your portfolio, alongside super, shares, and other investments.
Why Choose Leading Advice as your financial adviser in Manly?
Choosing the right financial advisers Manly 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 Manly team:
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Personalised Financial Planning – Our financial planner in Manly 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 Manly to grow your wealth, manage risks, and maximise returns, making our financial adviser Manly your trusted partners in long-term financial success.
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Comprehensive Services – From wealth creation, retirement planning, to insurance protection, our financial planner Manly 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 Manly have deep knowledge of local opportunities, enabling smarter investment decisions and insights that benefit residents and families throughout Manly 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 Manly 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 Manly team consistently delivers measurable financial growth for every client.
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Recognised & Trusted – Featured in 98+ press features, our financial adviser Manly 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 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 in Manly
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.
What Our Clients Says About Us
Ready to Secure Your Financial Future with a Trusted Financial Planner in Manly?
Partner with an experienced financial planners in Manly who understands your unique goals and local opportunities. Whether you're planning retirement, growing investments, or building wealth, our expert team delivers personalised strategies tailored to your needs. Take the first step toward financial confidence today—schedule your complimentary consultation now.
