Leading Advice | Trusted Financial Advisor Sydney

Leading Advice is a family-owned financial planning business that has been helping Sydney clients since 1982. The team has more than 35 years of experience. Gerard Haskew is the Managing Director & Senior Financial Adviser. Katrina Haskew and Tim Chalke are Senior Financial Advisers.

Tim Chalke has specialist experience supporting ADF personnel and DVA recipients. Leading Advice serves individuals, families, professionals, and business owners. The business is an award-winning financial planner. Services include superannuation, estate planning, wealth management, and retirement planning.

Trustworthiness and personalised guidance form the most recurring theme across the feedback for this Sydney financial advice practice. Several customers describe feeling genuinely cared for, with advisers taking the time to understand individual circumstances rather than offering generic solutions. Gerard Haskew is repeatedly named for his depth of knowledge across superannuation, investments and retirement planning; reviewers mention his regular meetings, practical suggestions and willingness to handle Centrelink dealings on their behalf. Katrina Haskew attracts consistent praise for her honesty and practical, straightforward approach, with customers noting she has prioritised their interests even when it meant recommending against options that might have benefited her financially.

Families speak of outcomes achieved for parents who became widowed and for children receiving early inheritances, and the same attentive service is described for insurance coverage and investment property purchases. One thing mentioned again and again is the promptness and reliability of responses to enquiries, alongside friendly and efficient staff. Clients note the reassurance that comes from having their retirement funds and contributions managed with care, and several mention being kept informed of general superannuation changes as they arise.