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VerifiedFinancial Services· Founded 1982

Leading Advice

Leading Advice is a boutique financial advisory firm helping individuals and families build and protect their wealth — now and into the future. Led by Senior Advisers Gerard and Katrina Haskew, our team understands the financial challenges faced by everyday Australians. We take a holistic and long-term approach, guiding clients through every stage of life — from buying a home and raising a family to preparing for retirement and managing estate planning. Our philosophy is simple: lasting financial success comes from both growth and protection. We help clients: Build real and sustainable wealth through tailored investment and superannuation strategies. Develop multiple income streams and tax-effective portfolios aligned with their personal goals. Protect what matters most with customised insurance and risk management solutions. Since our beginnings in 1982 (originally as Henry Financial Services), Leading Advice has remained committed to providing trusted, personalised advice that empowers clients to make confident decisions. At Leading Advice, we don’t just focus on finances — we focus on people. Our goal is to help you create the lifestyle and peace of mind you deserve, today and into the future.

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Employees7(1 to 10)Founded year1982Websiteleadingadvice.com.auLinkedIn profileLinkedIn

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6

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Top roles at Leading Advice

5 distinct titles indexed · top 5 shown.

  • 2client services officer
  • 1associate financial adviser
  • 1authorised representative
  • 1financial adviser
  • 1practice manager

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