Wealth Management Advisor Sydney
Managing your wealth is about more than just saving money, it’s about making informed, strategic decisions that shape your financial future. At Leading Advice, our experienced wealth management advisors in Sydney provide tailored guidance to help you grow, protect, and plan your finances with confidence.
Whether you're looking for a wealth management financial advisor, financial wealth planner, or support with wealth management planning, our team delivers independent, client-first advice. As trusted wealth management advisors in Sydney, we help individuals and families achieve long-term goals through smart strategies, personal service, and complete transparency.
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Who We Are & What We Do
At Leading Advice, we are an independent, Sydney-based team of family wealth advisors committed to helping you make smart, informed financial decisions.
Unlike banks or commission-driven services, we offer fully independent, transparent, and tailored advice that focuses entirely on your needs. Our values, independence, transparency, and personal service, are the foundation of every client relationship.
As financial wealth planners, we’re not just here for a quick fix, we build lifelong partnerships to help you grow and protect your wealth.
Our Wealth Investment Advisory Services
- Wealth Planning
Create a personalised roadmap to grow, protect, and manage your wealth through smart wealth management planning strategies. - Investment Advice
Receive tailored investment strategies aligned with your risk profile, objectives, and long-term financial goals. - Superannuation Strategy
Maximise your super with structured planning from experienced wealth management financial planners focused on your retirement goals. - Retirement Planning
Build a secure future with comprehensive wealth management retirement planning, and smart income stream strategies. - Insurance & Risk Planning
Protect your assets and family with risk management solutions designed to safeguard your financial well-being.
Why Wealth Management Is Crucial for Property Investment
Smart property investment in Sydney requires more than buying at the right time, it needs strategic wealth management planning. Our wealth management advisors help integrate property into your broader financial goals with expert tax planning, retirement planning, and superannuation strategy. Whether you're a first-time buyer or building a portfolio, we ensure your decisions align with long-term wealth creation. As experienced financial advisors and wealth management professionals, we provide the clarity and structure needed to grow your assets, minimise risk, and optimise returns, making property a powerful part of your overall wealth management financial planning.
Why Choose Leading Advice for a Wealth Management in Sydney?
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Experience & Trust:; With 35+ years of experience, our licensed Wealth management advisors in Sydney have guided thousands toward financial freedom. Backed by 3 senior advisors and a proven track record, we’re recognised as the most trusted Wealth management planner Sydney residents rely on for long-term financial success.
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Personalised Solutions: Every client’s financial journey is different. Our private Wealth management advisor team develops tailored Wealth management planning Sydney strategies that align with your income, lifestyle, and goals — delivering sustainable and achievable results.
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Local Expertise: As Sydney-based Wealth management advisors, we understand the unique challenges local families face. Our family Wealth management advice is practical, relevant, and easy to follow, ensuring real results that improve your financial well-being.
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Transparent & Affordable: At Leading Advice, honesty comes first. Our Wealth management advising Sydney services include clear pricing, no hidden fees, and flexible plans to suit every need. You’ll always receive genuine Wealth management advice Sydney that fits your Wealth management and priorities.
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Long-Term Support: Budgeting isn’t a one-time effort — it’s a journey. Our dedicated Wealth management advisers Sydney provide regular reviews, adjustments, and continued Wealth management advice to ensure your financial plan evolves with you. With over 890+ happy clients, our commitment to long-term success is proven and trusted.
How Our Wealth Management Advisory Works
Discovery - A free consultation to understand your goals and values
Strategy - A custom roadmap designed by your financial advisor wealth management expert
Implementation - We help you take action with confidence, strategy and Execution.
Review - We continually monitor and update your plan as life changes.
Meet Our Financial Planners
Our team includes certified wealth managers, accredited financial advisors, and licensed financial consultants, all committed to giving you unbiased, expert advice.
Katrina Haskew
Senior Financial Adviser
Katrina is the driving force behind Leading Advice, with years of experience, a passion for educating clients, strong leadership skills, all combined with a genuine desire to help achieve the best results.
Gerard Haskew
Senior Financial Adviser
Gerard is passionate about helping his clients proactively plan for a bright future. He explains even the most complex financial concepts in language his clients can understand.
Tim Chalke
Senior Financial Adviser
Tim has a Bachelor of Business in Accounting from Deakin University and A Graduate Diploma in Financial Planning. Tim specialises in personal risk insurance advising on Life insurance, Total Permanent Disability insurance, Income Protection, Trauma insurance and business insurance.
Frequently Asked Questions (FAQs)
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.
Build, Protect, and Grow Your Wealth with Sydney’s Trusted Wealth Management Advisor
Partner with an experienced Wealth Management Advisor in Sydney to secure your financial future. We create tailored strategies for investments, retirement, and wealth protection — helping you achieve lasting financial success and peace of mind.
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Get In Touch
We would love to hear from you!
p 02 9879 5055 (Gladesville)
p 02 9369 1604 (Bondi Junction)
e info@leadingadvice.com.au
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