Leading Advice Information

Leading Advice is a boutique financial advisory firm helping individuals and families build, protect, and enjoy their wealth - now and into the future. Led by Senior Advisers Gerard and Katrina Haskew, our team understands the real financial challenges faced by everyday Australians. We take a holistic, long-term approach to advice, supporting clients through every life stage - from buying a home and raising a family to preparing for retirement and navigating estate planning decisions. Our philosophy is simple: lasting financial success comes from balancing growth with protection. We help clients to: • Build sustainable wealth through tailored investment and superannuation strategies • Create diversified income streams and tax-effective portfolios aligned with personal goals • Protect what matters most with customised insurance and risk management solutions Since our beginnings in 1982 (originally Henry Financial Services), Leading Advice has remained committed to delivering trusted, personalised advice grounded in genuine relationships. At Leading Advice, we don’t just focus on finances - we focus on people. Our goal is to help you achieve clarity, confidence, and peace of mind so you can enjoy the lifestyle you’re working towards.