Leading Advice

Leading Advice Leading Advice is a family-run financial advisory firm dedicated to helping individuals and families make confident financial decisions. Trusted since 1982.

We provide personalised advice across investments, super, retirement and insurance. Leading Advice (www.leadingadvice.com.au) is a family-run financial advisory firm that helps its clients and their families build and protect their wealth, now and into the future. Led by married couple, Gerard and Katrina Haskew, the team at Leading Advice understands firsthand the financial challenges facing fami

lies. We use this knowledge to apply a long-term and holistic approach that helps you create the lifestyle you desire for you and your loved ones. This includes measures that will protect you from the unexpected. We believe a dual approach, which builds and protects, is the best way to achieve your financial success and create the greatest number of lifestyle options for you and your family at every life stage. In terms of building your wealth, we help you to create real and sustainable wealth outside of the family home. This begins by developing your personal and financial goals, and then creating an investment portfolio with multiple streams of passive income that will help you to achieve these goals. We actively manage your super portfolio throughout the process, mentor you through any changes that may arise, and provide you with financial advice around a range of important life events such as marriage, children, career changes, divorce, education, and anything else that may come along. In terms of protecting your wealth, we also structure a tailored Personal Protection Portfolio that protects you and your family from the unexpected. We strongly believe any wealth creation strategy is futile without a quality risk mitigation strategy in place as insurance. Right from our inception in 1982 (originally named “Henry Financial Services”), the team at Leading Advice has been fully committed to going above and beyond understand the unique challenges facing you, our clients. We understand that receiving financial advice is a highly personal experience. Our aim is to provide a consistently friendly and personalised approach to formulating your financial game plan and working with you to achieve your life’s dreams. We believe it’s never too early or late to begin planning for the future you’ve always wanted. Contact us today for a confidential and free financial stocktake, to understand whether you are headed in the right direction.

12/06/2026

Less than a month to EOFY.

If you haven’t looked at your super, contributions, or investments yet - now’s probably the time.

Super contributions are often viewed purely as a long-term investment strategy. But for many people, they can also play ...
11/06/2026

Super contributions are often viewed purely as a long-term investment strategy.

But for many people, they can also play a role in improving tax efficiency before EOFY.

As the 30th June approaches, this is usually the time where people begin reviewing:

- Contribution levels
- Available concessional caps
- Whether there are opportunities still available before year-end

EOFY can be a useful checkpoint to reassess both short-term and long-term positioning at the same time.

EOFY isn’t always about making major financial changes. Sometimes, it’s simply about using the end of the financial year...
10/06/2026

EOFY isn’t always about making major financial changes.

Sometimes, it’s simply about using the end of the financial year as a checkpoint to review what’s already in place.

Super contributions, investment positions, and decisions already being considered are often the areas people revisit most closely in June.

With the financial year closing soon, now can be a good time to reassess where things currently stand and whether there are any opportunities worth acting on before the 30th June.

05/06/2026

So why BNI? 🤔

Welcome to our second speaker for our new segment “so why BNI”?… introducing Katrina Haskew, 👋 from leading advice. Katrina is the Financial advisor of our ELITE BUSINESS chapter.

Her response 🎤
“BNI is not only a great source of referrals for my business i also learn so much from other members and know that I have a trusted network i can now refer my client to.
This is my 11th year in BNI so im dedicated to my 'marketing team' and that's how I look at it BNI is my marketing team that helps me get word of mouth referrals.
Thinking of joining just do it, referrals are the by product, you also get so much personal growth too”.
🤗

Less than 30 days until EOFY. At this stage of June, things tend to move quickly - and small details start to matter mor...
03/06/2026

Less than 30 days until EOFY.

At this stage of June, things tend to move quickly - and small details start to matter more.

Super contributions, investment reviews, processing times, paperwork… the closer we get to the 30th June, the less flexibility there tends to be.

EOFY planning isn’t always about making major changes. Often, it’s simply about making sure nothing important gets missed before the deadline passes.

Today, Sri Madhavan had the opportunity to present at BNI Sensation and share some insights into the work we do at Leadi...
02/06/2026

Today, Sri Madhavan had the opportunity to present at BNI Sensation and share some insights into the work we do at Leading Advice.

Financial planning is about more than individual strategies or products. It’s about helping people understand where they stand today, where they want to be in the future, and the decisions that can help bridge that gap.

Thank you to BNI Australia for the opportunity and to the members for their engagement throughout the presentation.

We always appreciate the opportunity to connect with other professionals, share knowledge, and contribute to meaningful conversations around financial wellbeing.

One of the biggest EOFY mistakes isn't making the wrong decision. It's waiting too long to make one at all. Every year, ...
01/06/2026

One of the biggest EOFY mistakes isn't making the wrong decision.

It's waiting too long to make one at all.

Every year, June seems to move faster than expected - and what felt manageable at the start of the month can quickly become difficult once processing times, paperwork, and deadlines start to close in.

Whether it's super contributions, investment decisions, or simply reviewing where things stand, timing matters more as the 30th June approaches.

Meet the Team | Alex ParsonsAlex joined the team in 2024 as a Client Service Officer, beginning his journey in the finan...
29/05/2026

Meet the Team | Alex Parsons

Alex joined the team in 2024 as a Client Service Officer, beginning his journey in the financial services industry.

Passionate about developing his knowledge and skills, Alex is about to complete his Graduate Diploma of Financial Planning and is preparing to begin his Professional Year as he continues building a strong foundation in wealth protection and financial advice.

Outside of work, Alex is a devoted West Tigers supporter and enjoys spending time on the golf course, always working towards the goal of becoming an adequate golfer.

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Suite 32, 1 Jordan Street
Gladesville, NSW
2111

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