What’s the best way to invest my super in Sydney?

The best way depends on your age, goals, and risk tolerance. A financial advisor can help tailor an investment strategy that suits your needs and maximises growth over time.

Do I need to change my super fund?

Not always. But if your current fund has high fees, poor performance, or doesn’t align with your goals, switching could make a big difference. A review can help you decide.

Can I manage my super myself or should I get advice?

You can manage it yourself, but super rules and investments can be complex. Professional advice ensures smarter decisions and avoids costly mistakes, especially as your balance grows.

What fees are involved?

Fees vary depending on your super fund and the level of advice you receive. A good advisor will explain all fees upfront and help ensure you get value from your investment.

What is an SMSF and should I consider it?

A Self-Managed Super Fund (SMSF) lets you take full control of your super investments. It can offer more flexibility but also comes with responsibility and compliance requirements. It’s best suited for experienced investors or those with higher super balances.

Do I need a financial advisor for superannuation?

Yes, having a superannuation financial advisor Sydney can make a big difference in how your retirement savings grow. A professional financial advisor superannuation expert ensures your super fund is performing efficiently, helps with contribution strategies, and identifies tax benefits. Leading Advice provides superannuation advice Sydney residents can trust—personalised, transparent, and focused on achieving long-term wealth goals.

What is superannuation in Sydney?

Superannuation in Sydney refers to the retirement savings system designed to help Australians build financial security for the future. Employers contribute a portion of your salary into your superannuation fund, which can be managed and invested to grow over time. A superannuation financial advisor or superannuation consultant can help you understand how your super works, compare funds, and create strategies to make the most of your savings.

What’s the difference between a superannuation consultant and advisor?

Both roles focus on improving your super outcomes. However, a superannuation consultant often provides strategic advice, while a super financial advisor helps you take direct action.

Who can help me with my superannuation?

If you’re unsure how to manage your super, a qualified superannuation advisor Sydney or super financial advisor can help. At Leading Advice, our experienced superannuation advisors provide clear super advice Sydney residents trust—helping you consolidate multiple funds, select investment options, and plan for retirement with confidence. We also have SMSF advisors Sydney for clients looking to manage self-managed super funds.

What is a superannuation salary?

A superannuation salary is the portion of your income used to calculate your employer’s contributions to your superannuation fund. Typically, 11% of your salary is paid into your super as part of the Superannuation Guarantee. A superannuation financial adviser Sydney can help you understand how your superannuation salary impacts your long-term savings and create a personalised superannuation financial advice plan to optimise contributions and returns.

Superannuation Advice

Take Control of your future

Financial confidence isn't about having the most money - it's about knowing you're on the right path.

Through personalised superannuation advice, we help you make informed decisions about your future, so you can spend less time worrying about retirement and more time focusing on the people, experiences and goals that matter most.

Talk to an adviser today

Why Seek Superannuation advice?

Small Decisions today can make a big difference tomorrow

Your superannuation is more than just a retirement account - it's one of the most important tools for building your future financial security. The decisions you make today can influence when you retire, the lifestyle you enjoy and the opportunities available to you in the years ahead.

Professional advice can help you make informed decisions, stay on track and feel confident that your super is working towards the future you want.

Make informed decisions

Understand your options and gain clarity around contributions, investments and the strategies available to help grow your retirement savings.

Stay aligned with your goals

As your circumstances change, your super strategy should evolve too. Regular reviews help ensure your plan remains aligned with your goals and priorities.

Build confidence for retirement

Feel more confident knowing you have a clear strategy in place to support the lifestyle, freedom and financial security you want in retirement.

Lets talk about your future

How we can help

Advice that evolves with you

Your financial priorities change throughout life, and your superannuation strategy should too. We provide practical guidance and personalised recommendations to help keep your plans aligned with your goals as they evolve over time.

Areas We Commonly Assist With

✓ Super Fund Reviews & Consolidation
✓ Investment Strategy Reviews
✓ Contribution & Tax Strategies
✓ Retirement Planning & Pension Advice
✓ SMSF Advice & Guidance

Start the conversation

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.

Why Choose Leading Advice

Helping you get more from your super

Superannuation is often one of the largest assets you'll accumulate during your lifetime, yet many Australians rarely review it. Our role is to help ensure your super remains aligned with your goals, opportunities aren't missed and your retirement strategy stays on track.

Ongoing super reviews

Markets, legislation and personal circumstances change over time. Regular reviews help ensure your super strategy continues to work for you.

Contribution & Tax Strategies

We help identify opportunities to grow your retirement savings through effective contribution and tax strategies tailored to your circumstances.

Retirement focused planning

Whether retirement is years away or just around the corner, we help you create a clear pathway towards the lifestyle you want in the future.

Discuss your super strategy

Our Process

Our Superannuation Advice Process

1. Discovery & Assessment

We take the time to understand your goals, existing super arrangements, retirement aspirations and broader financial position.

2. Strategy Development

We identify opportunities and develop personalised recommendations tailored to your circumstances, objectives and risk profile.

3. Implementation

Once you're comfortable with the recommendations, we assist with the implementation process and coordinate the necessary steps on your behalf.

4. Review & Optimisation

Superannuation legislation, investment markets and personal circumstances change over time. Regular reviews help ensure your strategy remains aligned with your goals.

5. Ongoing Support

We're here to provide ongoing guidance, answer questions and help you navigate important superannuation decisions throughout every stage of life.

Book Your Initial Consultation

Frequently Asked Questions

What does a superannuation adviser do?

Do I need a superannuation adviser?

How often should I review my superannuation?

Should I consolidate my super funds?

Can a superannuation adviser help reduce fees?

What contribution strategies are available?

What is an SMSF and is it right for me?

When should I start planning for retirement?

How much super do I need to retire comfortably?

Why choose Leading Advice for superannuation advice in Sydney?

Recent Articles

Personalised Superannuation Advice

Get your super working harder for your future

Book your consultation

Stay Ahead With Expert Financial Insights

Whether you're building wealth, planning for retirement or navigating life's financial decisions, receive practical guidance and updates from our experienced financial advisers.

Superannuation Advice

Take Control of your future

Why Seek Superannuation advice?

Small Decisions today can make a big difference tomorrow

Make informed decisions

Stay aligned with your goals

Build confidence for retirement

How we can help

Advice that evolves with you

Areas We Commonly Assist With

Why Choose Leading Advice

Helping you get more from your super

Ongoing super reviews

Contribution & Tax Strategies

Retirement focused planning

Our Process

Our Superannuation Advice Process

1. Discovery & Assessment

2. Strategy Development

3. Implementation

4. Review & Optimisation

5. Ongoing Support

Frequently Asked Questions

Recent Articles

Personalised Superannuation Advice

Get your super working harder for your future

Stay Ahead With Expert Financial Insights

Thank you for signing up

Our Locations

Services

More

Connect with us...