Planning for (and enjoying) your retirement

Your Trusted Partner in Retirement Financial Advice

At Leading Advice, we believe retirement is not the end of your working life — it’s the beginning of your financial freedom. Our retirement financial advisors in Sydney work closely with you to understand your lifestyle goals, current financial position, and long-term needs.

Whether you’re five years away from retiring or already planning your post-career lifestyle, our financial advisors for retirement provide clarity and structure to help you make confident choices. From retirement financial advice to superannuation and investment planning, we simplify the complex and make retirement planning easy to understand.

Get Personalised Retirement Advice
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Life

What Matters Now?

At this point, the last thing we want is to risk your future. Financial security and peace of mind comes first.

Lifestyle and Budget

Make sure your lifestyle and budget are in line. Be certain that you can take those holidays you really want.

Protect Your Health

As you get older, your health risks increase. Make sure your attention increases too.

Fund Your Retirement

Ensuring your retirement funds are being managed effectively makes a huge difference to your life.

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.

At this stage in life it's time to put in a strategy that will allow for the best possible transition to retirement, while ensuring your retirement nest egg isn't put at risk.

Key points:

  • Ensure you're funds are safe
  • Start thinking about the transition to retirement
  • Make sure you can afford to retire

Not sure about your Superannuation?

CONTACT US

Retirement Coming up?

We'd be happy to give you peace of mind 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.