Financial Advisor Moore Park
Experienced Financial Adviser in Moore Park Dedicated to Your Financial Success
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Looking for a financial adviser in Moore Park? Leading Advice has been guiding Sydney households and business owners through their financial decisions for more than 35 years, and our Bondi Junction office sits just minutes from Moore Park, Paddington, and the wider Eastern Suburbs — so you're never far from an in-person conversation with your financial planner.
As a financial advisor in Moore Park, we work with clients living near the Sydney Cricket Ground and Entertainment Quarter precinct, as well as professionals commuting in from Centennial Park, Randwick, and Surry Hills, on everything from super and investments to retirement income and estate planning.
Every one of our financial planners in Moore Park is a fully qualified, ASIC-registered financial adviser — you can check any of our advisers directly on ASIC's Financial Advisers Register before you even book a call, so you know exactly who you're dealing with from day one.
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Skilled Financial Planner in Moore Park
Choosing the right financial advisor in Moore Park usually comes down to one question: can this person actually be trusted with decisions that affect your family's future? We think trust is earned through transparency, so before you commit to anything, you'll know our advisers' qualifications, how we're paid, and exactly what a plan will cost you.
As a financial adviser in Moore Park, our approach starts with listening — to your income, your commitments, your risk appetite, and what "financial security" actually looks like for you. From there, your financial planner builds a strategy around your real circumstances, not a generic template.
Whether you're an Eastern Suburbs professional building wealth for the first time, or you're further along and want a second opinion on your existing arrangements, our financial planners in Moore Park can help you get a clearer, more confident view of where you stand.
Our Financial Services in Moore Park, 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 Moore Park
Planning for retirement isn't a single decision — it's a series of smaller ones that compound over time: how your super is invested, when you start drawing it down, and how you structure your income once the pay cheques stop.
As a retirement planner in Moore Park, we help clients work through each of those decisions well before retirement becomes urgent. A retirement adviser in Moore Park (or, if you prefer the American spelling, a retirement advisor in Moore Park — we answer to both) will typically start by reviewing your current super, then map out a retirement planning strategy that accounts for the Age Pension, any other income streams, and the lifestyle you actually want to fund.
If you're still working, this is also where a superannuation financial advisor earns their keep — reviewing your fund's fees and performance, checking your contribution strategy is as tax-effective as it can be, and making sure nothing is quietly working against you.
Moore Park’s Growing Economy and Investment Opportunities
Moore Park sits inside the City of Sydney local government area — one of the most economically significant patches of land in the country. Council's 10-year Economic Development Strategy (2025–2035) is built around a local economy that already generates over $142 billion a year, roughly 6% of Australia's entire economic output, and is targeting 200,000 additional jobs by 2036, most of them in knowledge and innovation-driven industries. Alongside that, the Sydney Cricket Ground and Allianz Stadium precinct that borders Moore Park continues to anchor major events, tourism spend, and hospitality investment into the immediate area.
For residents and investors near Moore Park, that translates into genuinely strong underlying demand: proximity to the CBD, world-class sporting and entertainment infrastructure, and ongoing public investment in transport and precinct upgrades all tend to support long-term property and business values in the surrounding suburbs.
The flip side is that strong local growth doesn't automatically mean a strong personal financial position — it just means the opportunities are there if your strategy is set up to use them. Our advisers can help you think through where property, shares, and superannuation each fit in your plan, rather than assuming growth in the area will do the work for you.
Estate Planning Moore Park
Estate planning tends to get put off — it's not an urgent problem until, suddenly, it is. As financial advisors in Moore Park, we treat it as a standard part of a complete financial plan rather than an afterthought.
Estate planning in Moore Park typically covers your will, any trust structures that make sense for your situation, powers of attorney, and how your superannuation and insurance are set up to pass on the way you actually intend — which isn't always the way people assume it works by default.
Working alongside your solicitor, an estate planner in Moore Park from our team can help make sure your broader financial strategy and your estate documents are actually pointing in the same direction, so nothing falls through the gap between the two.
Private Wealth Management Adviser Moore Park
For clients with more complex financial positions — multiple income streams, investment property, a business, or a growing portfolio — a private wealth adviser in Moore Park can bring everything under one coordinated strategy instead of managing each piece separately.
Our approach to wealth management planning covers investment strategy, tax structuring, insurance, and estate considerations together, because decisions in one area almost always affect the others. Our financial planners in Moore Park review your full position before recommending anything, so what you end up with is one coherent plan rather than a collection of separate products.
If you've outgrown a general advice model and want a private wealth management planner in Moore Park who treats your finances as a whole picture, this is where that conversation starts.
Property Investment Adviser Moore Park
With Moore Park bordering some of Sydney's most sought-after Eastern Suburbs real estate, investing in property in Moore Park and the surrounding area is a natural conversation for many of our clients — but property is rarely the whole answer on its own.
A property adviser in Moore Park from our team will look at how property investment in Moore Park fits alongside your super, your cash flow, and your borrowing capacity, rather than treating it in isolation. That might mean helping you work out whether you're better placed to buy now or keep building your deposit, or reviewing how an existing investment property is actually performing within your broader plan.
Every recommendation from your financial planner in Moore Park is personalised advice — built around your borrowing position, your risk tolerance, and your timeline, not a generic "property is always a good investment" line.
Why Choose Leading Advice as your financial adviser in Moore Park?
Choosing the right financial advisers Moore Park 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 Moore Park team:
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Personalised Financial Planning – Our financial planner in Moore Park 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 Moore Park to grow your wealth, manage risks, and maximise returns, making our financial adviser Moore Park 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 Moore Park 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 Moore Park have deep knowledge of local opportunities, enabling smarter investment decisions and insights that benefit residents and families throughout Moore Park 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 Moore Park 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 Moore Park team consistently delivers measurable financial growth for every client.
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Recognised & Trusted – Featured in 98+ press features, our financial adviser Moore Park 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
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
Speak with a Trusted Financial Adviser in Moore Park Today
Take control of your financial future with expert guidance from our experienced financial advisers in Moore Park. We offer personalised financial planning, investment strategies, and wealth management tailored to your goals.
