Personalised Financial Advice Across Sydney

Helping You Make Confident Financial Decisions

Money decisions can feel overwhelming, especially when life is constantly changing.

Whether you're buying a home, growing your family, planning for retirement, or navigating unexpected challenges, we're here to help you make informed decisions with confidence.

As a family-owned business, we believe financial advice should be personal, practical, and built around your unique circumstances.

Financial Planners Sydney

About Us

At Leading Advice, we're a family-run business built on relationships, trust and genuine care.

We understand that financial decisions aren't made in isolation - they're shaped by your family, career, business and future goals. That's why we take the time to understand what's important to you before providing advice tailored to your circumstances.

We work with individuals, families, professionals and business owners to help them navigate life's financial decisions with confidence, building long-term relationships that support them through every stage of life.

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Why Choose Leading Advice?

Choosing a financial adviser is about more than creating a plan. It's about having trusted support to help you navigate important financial decisions.

Experienced Team

With more than 35 years of experience, our advisers help clients navigate wealth creation, retirement planning, superannuation, insurance and complex financial decisions.

Tailored Strategies

Every client is different. We take the time to understand your goals, circumstances and priorities before developing strategies designed specifically for your needs, aspirations and future plans.

Holistic Advice

We look beyond individual investments and consider your complete financial position, ensuring every recommendation works together to support long-term outcomes and lasting financial confidence.

Ongoing Support

Financial advice is not a one-time event. We provide ongoing guidance, regular reviews and proactive support to keep your strategy aligned with changing circumstances, goals and priorities throughout every stage of life.

Education & Clarity

We believe informed clients make better decisions. Our advice is explained clearly, helping you understand your options, opportunities and the reasoning behind every recommendation with greater confidence.

Proven Relationships

We're proud to support hundreds of clients across Australia, building lasting relationships through trusted advice, personalised service and a genuine commitment to helping clients achieve their financial goals.

Meet The Team

As a family-run business, our people are at the heart of everything we do. Get to know the team behind Leading Advice.

Gerard Haskew
Gerard Haskew
Gerard Haskew

Managing Director & Senior Financial Adviser

Gerard enjoys helping clients simplify complex financial decisions and develop strategies that support their long-term goals. He is passionate about building strong relationships and providing clear, practical advice that gives clients confidence in their financial future.

Areas of Expertise

- SMSF Advice
- Superannuation
- Retirement Planning
- Wealth Creation
- Wealth Protection
- Estate Planning

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How We Can Help

Whether you're building wealth, planning for retirement, protecting your family or seeking greater financial confidence, we're here to help.

Our Financial Planning Process

A clear and structured approach designed to help you make informed financial decisions with confidence.

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Step 1: Discovery

We start by getting to know you, your goals and what's important to you. This helps us understand where you are today and where you'd like to be.

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Hear From Our Clients

Sandra Lee profile picture
Sandra Lee
10 months 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
11 months 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
11 months 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
12 months 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.
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.

Frequently Asked Questions

Let’s Talk About Your Goals

Every financial journey is different. That's why we take the time to understand what's important to you before developing a strategy tailored to your needs. Whether you're building wealth, planning for retirement or navigating life's changes, we're here to help you move forward with confidence.

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