Starting OUT:
Building your financial foundations
Start with the right financial foundations
Starting your career and building your financial future can come with plenty of decisions - from managing your income and expenses to paying down debt, building savings, investing and making the most of your super.
Financial planning can help you understand where you are now, prioritise your goals and put a strategy in place for the future.
At Leading Advice, we help you make sense of these decisions and create a financial plan that can grow and adapt as your circumstances change.
What Matters Now?
When you're starting out, getting the fundamentals right can make a big difference. The decisions you make today can help shape your financial options in the years ahead.
A Plan That Grows With You
Your financial priorities will change as your career, income and circumstances evolve. Having a clear plan can help you make confident decisions today while staying focused on what comes next.
We can help you look at the bigger picture, including:
- Cash flow and budgeting
- Superannuation
- Investing and wealth creation
- Debt management
- Personal insurance and income protection
- Setting and prioritising financial goals
Hear from our clients
Rob Peprah
2 weeks ago
Highly professional and caring. Very responsive and on time for appointments. Researched the right information including affordable insurance for our need. Explained superannuation strategies and planning clearly and provided recommendations for our family.
Jim
3 weeks ago
I’ve always found Katrina at Leading Advice to be responsive professional and easy to work with. I really value her advice and support and highly recommend her. Thank you Katrina and team for all your support.
Liz “BusyLizzie” Rayner
4 weeks ago
Leading Advice provides an outstanding service and has a fantastic team. Katrina Haskew has been our adviser for over three years, and we cannot recommend her highly enough.
Katrina meets with us regularly to discuss our plans, making proactive suggestions and giving wise guidance. She is an absolute legend—genuinely caring, trustworthy, helpful, and incredibly honest. Thanks to her expert advice and meticulous planning, I retired comfortably at age 62.
If you are looking for a financial planner you can truly trust with your future, Katrina is the absolute best! Liz & Paul R
Domenico Cascio
4 months ago
Katrina is great. Trusted and reliable advice. Thank you for your service.
Veronica Bowden
4 months ago
Courteous, punctual, ready to listen whilst asking questions to better understand your situation. Then able to provide real options with understandable future outcomes.
Sandra Lee
1 year ago
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
1 year ago
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
1 year ago
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
1 year ago
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
1 year ago
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
1 year ago
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
1 year ago
Gerard has always been very accessible and helpful, a person you can trust : )
Nick Gulic
1 year ago
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
1 year ago
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
1 year ago
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.
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