Starting the journey to financial freedom

What Matters Now?

When you're just starting out, you probably don't have much money to play with. At least we didn't. So that's where we need to start! The most important thing to do now is set a foundation so future you is okay.

Build A Budget

The first priority is setting a realistic budget. Often when we map it all out for our clients, they are really surprised at how much they are capable of.

Keep Healthy

This might not directly be a financial thing, but health is such an important factor in your future success. The earlier you start, the better!

Protect Your Income

Your ability to earn income is a critical factor of your continued growth and development. Getting some protection in place could be a good idea!

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?

Getting started?

We'd be happy to help put you on the path 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 pictureSandra 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 pictureQuinn 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 pictureAiden 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 picturereece 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 pictureRussell 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 pictureDavid 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 pictureAmanbir Cheema
00:42 26 May 25
Gerard has always been very accessible and helpful, a person you can trust : )
Nick Gulic profile pictureNick 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 pictureJan 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 pictureRanbir 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.