Young Family:

Building a financial future for your family

Young family

More people to think about. More to plan for.

 

Starting a family changes more than your daily routine. Your priorities, responsibilities and financial goals can change too.

With children, a mortgage and a growing list of expenses, it can become harder to balance the needs of today with the future you want to create for your family. 

Financial planning can help you make sense of your changing circumstances, manage your money with greater purpose and make sure you're building towards the things that matter most. 

At Leading Advice, we help young families bring these moving pieces together and create a financial plan that can adapt as your family grows. 

Take the next step

What Matters Most for Young Families?

When you have young children, your financial priorities can look very different from a few years ago. Getting the right things in place now can help you feel more confident about supporting your family today while preparing for what comes next.

Manage the everyday

Family life comes with more moving parts. A clear cash flow plan can help you stay on top of everyday expenses while making room for the things you want for your family.

Grow your wealth

Your family's future is worth planning for. Investing, superannuation and a long-term strategy can help you build wealth while still enjoying life today.

Protect What mattters

Your income supports more than just you now. The right protection can help your family stay financial secure if illness, injury or the unexpected changes your plans.

Plan for their future

Give your family more options as they grow. Whether it's education, a first home or simply having choices later in life, planning ahead can help turn future goals into something achievable.

Talk to us about your family's financial plan

Making the right moves for your family

 

Your financial priorities can change quickly when you have a young family. One parent may take time away from work, your household income may change, your mortgage may grow and new expenses can appear as your children grow. 

A financial plan can help you make decisions around these changes without losing sight of your longer-term goals.

We can help you consider: 

  • Household cash flow and budgeting 
  • Mortgage and debt management 
  • Building savings and investments 
  • Superannuation for both parents
  • Personal insurance and income protection 
  • Planning for your children's future
  • Building long-term family wealth
Explore Your Options
Young family 1
life insurance from leading advice sydney

Protect the people who matter most

 

When you have young children, protecting your family can become just as important as building your wealth. 

If something happens to you or your partner, the financial impact can extend well beyond lost income. Mortgage repayments, childcare, education and everyday living costs still need to be covered. 

The right personal insurance strategy can help provide financial support if you become seriously ill, injured, unable to work or pass away. 

It's an important part of making sure the plans you're building for your family can continue, even when life doesn't go according to plan.

Understand your protection options

Planning for your family's future?

Whether you're planning for your children, your home or your family's security, a clear plan can help you prepare for the future.

Tell us a little about your family and what matters most to you, and we'll start the conversation.

Here when you need us

Family life doesn't always go to plan - your finances shouldn't have to be complicated. Tell us a little more about what's happening in your world and how we can help.

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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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