Taking care of your growing family

What Matters Now?

Your family isn't so fresh and new anymore. You're starting to mature a little, and so are your finances. This opens up some new goals and opportunities.

Budget Related

As you age and get more experience, income generally increases. Ensuring your budget is changing to fit will allow you to fund a better lifestyle.

Keep Healthy

As you age, health is not only more important but also harder to maintain. Making it a priority and making it part of your lifestyle has major benefits.

Protect Your Income

Most people at this stage are heavily reliant on their income. Losing your income for even a short period of time can result in heavy losses to lifestyle.

Protect Against The Worst

Think about what would happen to your family if the worst - death of you or your spouse - happened. Covering yourself against this ensures your family will survive.

Investments

If budget has been maintained effectively, you may have the cashflow to start investing. If not, getting some advice now can help with getting you started.

Start Planning Retirement

Retirement might be 20 or so years away, but starting the plan now might be the difference between living comfortably or struggling to survive.

Income Protection Insurance

The biggest asset you have right now is your ability to earn income... so make sure it's not at risk!

Income protection cover can provide up to 80% of your regular income as a monthly payment, if you're unable to work due to illness, accident or injury.

Key points:

  • Covers you if you can't work
  • Get 80% of your income each month
  • It's usually a tax deduction

Want to learn more?

CONTACT US

Life Insurance

One of the worst things that can happen is the loss or permanent disability of a loved one. The next worse thing is realising that you're about to lose everything.

Life Insurance can help protect your family in the event of that worst thing happening, actually happening.

Key points:

  • Get a payout in the case of death
  • Can cover you for permanent disability
  • And potentially (if you are covered) you can get paid even on getting diagnosed with a terminal illness

Want to check what your life insurance policy covers you for?

CONTACT US

Investment Advice

Anyone can start investing, but identifying a strategy that will work for you is a whole different ballgame.

At Leading Advice you can get help to identify which investment strategies are available for your circumstances, as well as finding which investments can help achieve your objectives.

Key points:

  • Get a strategy that fits YOU
  • Identify some suitable investments for your profile
  • Get professional guidance to assess your options

Want to review your investment strategy?

CONTACT US

Superannuation

Retirement isn't just a one-off event. It's every day of your post working life which could be 20 years plus, so your finances need to be well prepared.

Superannuation is a great (tax friendly!) way to fund your retirement, but choosing the wrong super fund can end up being hundreds of thousands of dollars in lost earnings. 

Key points:

  • Find which super funds are suitable for you
  • Put a plan in place early for an easier retirement
  • Get yourself on the right foot!

Not sure about your Superannuation?

CONTACT US

Want to provide for your family?

We'd be happy to help get you on track to financial freedom with a review of your current situation.

Book a wealth assessment

Fill in the form below to book an appointment for a review of your personal situation by our team.

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Sandra Lee profile picture
Sandra Lee
05:04 05 Sep 25
Gerard Haskew and the team at Leading Advice are fantastic. We have known them for over 8 years and always found them to be very authentic, interested in us as people, our lives, lifestyle and future requirements. We always feel safe knowing that Gerard is working in our best interest. Whether its superannuation contributions/investment, buying an investment property, helping our children with their wedding expenses, giving our kids an early inheritance or navigating through jobs and personal circumstances, Gerard is there to guide us in the right direction and help with decisions that we believe has set us up well for the future. We highly recommend Gerard Haskew and Leading Advice. Sandra & Gerard Lee, Sydney NSW
Quinn Parsons profile picture
Quinn Parsons
01:52 07 Aug 25
Gerard provided excellent financial advise and guidance for my mother who recently became a widow. He listened to her requirements and gave her the confidence to make the necessary changes to her finances. We were very happy with the level of communication and educating us on the journey.
Aiden Fornari profile picture
Aiden Fornari
07:13 05 Aug 25
Absolute top service from the team at leading advice. Sorted out a super annuation that was more beneficial for me, and looked at wealth creation options. Huge shout out to Samuel & Gerard
reece altman profile picture
reece altman
10:14 23 Jul 25
Good service, good people. I’ve been with them a long time and would definitely recommend them. Katrina Haskew absolute legend. Caring and honest.
Russell Farrington profile picture
Russell Farrington
23:32 22 Jun 25
Katrina at Leading Advice has provided me with sound and timely financial and risk advice that has been invaluable to my planning. Katrina is highly professional, kind and very easy to work with. I highly recommend her.
David Clisdell profile picture
David Clisdell
21:52 27 May 25
I appreciate the depth of knowledge Gerard has when dealing with our investments and his willingness to handle all the dealings with centrelink on our behalf. It gives us confidence that we are in good hands and are getting the most out of our retirement funds.
Amanbir Cheema profile picture
Amanbir Cheema
00:42 26 May 25
Gerard has always been very accessible and helpful, a person you can trust : )
Nick Gulic profile picture
Nick Gulic
04:40 23 May 25
I've known Katrina for something like 8 years now, and she's always given the most practical and straight up advice. She's gone against options that would have lined her pocket, and focused on making sure that I had the best option for my situation. When it comes to financial advice, Katrina is as trustworthy as it gets for me.
Jan Cooper profile picture
Jan Cooper
00:34 13 May 25
When we retired a few years ago my husband and I asked Gerard Haskew and Leading Advice to manage our superannuation. We are extremely happy with their service. The staff are very pleasant and efficient, their answers to enquiries are always prompt and reliable and we are kept updated to any general changes in superannuation. Gerard meets with us regularly to discuss our plans, makes suggestions and gives wise advice. We wholeheartedly recommend Gerard Haskew and Leading Advice .
Ranbir Bedi profile picture
Ranbir Bedi
01:51 09 Apr 25
We had been using the services of Leading Advice for more than a decade or so. We had a great experience dealing with Mr. Gerard Haskew. He always guided us at every step of our life & kept our finances in the best shape. I retired two years back & he had planned my retirement funds/pension & executed perfectly
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.