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.

GET STARTED
Starting out

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.

MANAGE YOUR CASH FLOW

Take control of your money, rather than wondering where it goes. A clear plan can help you balance enjoying life today with saving for the things you want tomorrow.

Build Your Wealth

The earlier you start, the more time you give yourself. Small, consistent steps can add up over time and help create opportunities for your future.

Protect Your Income

Protect the lifestyle you're working hard to build. Your income is one of your greatest assets, so the right protection can provide confidence when life doesn't go to plan.

Talk to us about your financial plan

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
Explore Your Options

Ready to get started?

You don't need to have everything figured out before seeking financial advice. 

A conversation with our team can help you understand where you stand today, what you're working towards and where you could focus next.

Let's Get Started

You don't need to have it all figured out. Tell us a little about your situation and we'll start the conversation about what your next steps could look like.

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Hear from our clients

Sandra Lee profile picture
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 profile picture
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 profile picture
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 profile picture
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 profile picture
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 profile picture
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 profile picture
Amanbir Cheema
1 year ago
Gerard has always been very accessible and helpful, a person you can trust : )
Nick Gulic profile picture
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 profile picture
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 profile picture
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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