Financial Advisor North Sydney
Work with an Experienced Financial Adviser in North Sydney Who Puts Your Goals First
35+ Years of Experience
5-Star Google Ratings
ASIC Financial Adviser
Choosing the right financial advisor North Sydney starts with one simple check: are they actually registered to give advice? Every adviser at Leading Advice is listed on ASIC's Financial Advisers Register, so you can verify our qualifications, licensing, and history before you ever sit down with us. That's the standard we believe you should expect from any financial adviser North Sydney — full transparency, backed by 35+ years of family-owned experience.
As a financial planner in North Sydney, we work with the kind of clients this business district attracts: corporate professionals, business owners, and executives who need their finances managed with the same rigour they apply at work. Our financial planners in North Sydney build strategies around your income, your property, your super, and your long-term goals — not a generic template.
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Licensed Financial Planner in North Sydney
North Sydney isn't a typical residential suburb, it's one of Sydney's major commercial hubs, home to corporate headquarters, financial services firms, and a growing population of professionals who work locally as well as in the CBD. That changes what good advice looks like here.
As your financial advisor in North Sydney, we start by understanding your career stage: are you an executive managing equity and bonus structures, a business owner drawing income from your own company, or a professional building wealth for the first time? Every financial adviser in North Sydney at Leading Advice takes the time to understand this context before recommending anything.
Our approach as a financial planner North Sydney clients return to year after year is straightforward: clear advice, delivered honestly, reviewed regularly. Whether you need a single strategic session or ongoing management, our financial planners North Sydney are set up to support both.
Our Financial Services in North Sydney, 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 North Sydney
Planning for retirement looks different when a large part of your wealth is tied up in equity compensation, business ownership, or a high-value property, which describes a lot of our North Sydney clients.
As a retirement planner in North Sydney, we help you work out what your current savings, super, and investments will actually translate into as retirement income, not just a lump-sum balance. Our retirement adviser North Sydney team looks closely at superannuation strategy first, since it's usually the single biggest lever available: contribution timing, fund structure, and consolidation can materially change your outcome.
Good retirement planning isn't a one-off task; it's an ongoing process of adjusting your strategy as legislation, markets, and your own circumstances shift. As a superannuation financial advisor, we also handle the practical side, Age Pension eligibility, Centrelink guidance, and account-based pension setup, so nothing falls through the cracks as you transition out of full-time work.
North Sydney’s Growing Economy and Investment Opportunities
North Sydney's transformation over the past decade has been substantial. Since the Victoria Cross Metro station opened in August 2024, the area has seen a genuine shift in how it functions, office assets in North Sydney have been outperforming the broader Sydney market, and commercial property analysts now describe North Sydney as an increasingly credible alternative to the traditional CBD for businesses relocating or expanding.
That's not a coincidence. North Sydney Council has spent years preparing for this moment, from a Capacity and Land Use Strategy first adopted in 2017, through planning changes in 2018 that allowed taller commercial towers, to an ongoing Public Domain Strategy delivering upgraded streets and public spaces across the CBD. The Miller Place precinct, designed to connect directly with the Victoria Cross Metro entrance, was purpose-built to serve the more than 16,000 commuters expected to move through the station at peak times.
For residents and investors, this steady, planned growth has real implications. A strengthening commercial precinct tends to support both office and residential property values nearby, and North Sydney's improving transport links make it an increasingly attractive base for property investment, provided that investment fits sensibly within your broader financial plan rather than being a decision made in isolation.
This is exactly where the right advice earns its keep: understanding whether North Sydney's growth trajectory is a reason to invest here, hold what you already have, or diversify elsewhere, based on your own goals rather than general market enthusiasm.
Certified Estate Planning in North Sydney
Estate planning is one of the most overlooked parts of financial advice, and one of the most consequential to get wrong. As financial advisors North Sydney clients trust with more than just investment advice, we treat estate planning as a core part of a complete strategy, not an optional add-on.
Our estate planning in North Sydney service covers the practical essentials: making sure your will reflects your actual wishes, structuring your super and insurance beneficiaries correctly, and putting testamentary trusts in place where they make sense, particularly relevant for North Sydney clients with more complex asset structures, business interests, or blended families.
Working with an estate planner in North Sydney isn't just about paperwork. It's about making sure the wealth you've spent decades building is protected, distributed the way you intend, and doesn't create unnecessary tax or legal complications for the people you leave it to.
Private Wealth Management Advisor North Sydney
For clients with more substantial or more complex financial positions, multiple income streams, investment property portfolios, share portfolios, or business ownership, generic advice isn't enough. As a private wealth advisor in North Sydney, we provide a more comprehensive level of service, built around wealth management planning that considers your entire financial position as one connected picture.
Our financial planners North Sydney typically find that clients engaging for private wealth services want three things: coordinated tax and investment strategy, proactive rather than reactive advice, and a single point of contact who genuinely understands their situation. That's exactly how we operate as a private wealth management planner in North Sydney, fewer clients per adviser, more time spent on strategy, and regular reviews as your circumstances evolve.
Qualified Property Investment Adviser in North Sydney
Investing in property in North Sydney means competing in one of Sydney's tighter, higher-value markets, which makes getting the finance and strategy right even more important than in less competitive areas.
As a property adviser North Sydney investors work with, we help you assess whether property investment in North Sydney actually fits your broader financial plan, factoring in serviceability, cash flow, tax implications, and how a property purchase sits alongside your super and other investments. We're not property spruikers; as a financial planner North Sydney, our role is to give you personalised advice based on your full financial picture, not to sell you a specific development.
That might mean recommending North Sydney property is the right move. It might equally mean recommending you look elsewhere, or hold off entirely. Either way, the advice is built around what's right for you.
Why Choose Leading Advice as your financial advisor in North Sydney?
Choosing the right financial advisers North Sydney 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 North Sydney team:
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Personalised Financial Planning – Our financial planner in North Sydney 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 North Sydney to grow your wealth, manage risks, and maximise returns, making our financial adviser North Sydney 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 North Sydney 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 North Sydney have deep knowledge of local opportunities, enabling smarter investment decisions and insights that benefit residents and families throughout North Sydney 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 North Sydney 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 North Sydney team consistently delivers measurable financial growth for every client.
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Recognised & Trusted – Featured in 98+ press features, our financial adviser North Sydney is are 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 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.
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 Advisor North Sydney
Partner with a trusted financial planners in North Sydney to achieve your goals with confidence. Our experienced financial planners in North Sydney provide tailored strategies for wealth growth, retirement, and investment success. Start your journey—book your free consultation today!
