Leading Advice

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Gladesville, NSW
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.

15/07/2026

Most of us have a plan for holidays, home renovations or retirement.

But how many of us have a plan for what happens if we're unable to earn an income?

Income Protection isn't about expecting the worst - it's about being prepared for life's unexpected moments.
Understanding how it works is the first step.

💬 Have you ever looked into how Income Protection actually works?

13/07/2026

Most people have an emergency fund.

But have you ever asked yourself one important question…

How long would it actually last?

If your income stopped tomorrow because of illness or injury, your financial commitments wouldn’t stop with it.

- Mortgage repayments
- Household bills
- School fees
- Everyday living expenses

The challenge isn’t just replacing today’s income - it’s protecting your long-term financial future while you recover.

That’s why understanding your financial safety net is so important.

Could your emergency fund support your current lifestyle for six months?

10/07/2026

Insurance myths are everywhere - and believing them can leave you with less protection than you realise.

Here are three we hear all the time:
❌ "I'm young and healthy. I don't need insurance."
❌ "The insurance in my super is enough."
❌ "Life insurance is only for people with children.”

The reality…

Personal insurance isn’t one-size-fits-all. The right level of cover depends on your income, financial commitments, lifestyle and long-term goals.

A simple review can help you understand what you have, identify any gaps and make informed decisions about protecting what matters most.

Which of these myths have you hear before?

08/07/2026

When people hear “insurance,” they often think it’s just one type of cover.

In reality, personal insurance is made up of different policies, each designed to protect you against different risks.

Here's a simple guide:
❤️ Life Insurance – Helps provide financial security for your loved ones if you're no longer here.
🛡️ TPD Insurance – Provides financial support if you're permanently unable to work due to illness or injury.
💼 Income Protection – Helps replace part of your income if you're temporarily unable to work.
❤️‍🩹 Trauma Insurance – Provides a lump sum if you're diagnosed with a specified serious medical condition.

Each type of cover plays a different role in protecting your financial future - and the right combination will depend on your personal circumstances.

Many Australians already have some insurance through their superannuation, but don’t know what cover they have or whether it still suits their needs.

When was the last time you reviewed your insurance? Take a few minutes this week to make sure your cover still suits your needs.

06/07/2026

Most of us insure the things we own.

🏠 Our home.
🚗 Our car.
📱 Our phone.

But what bout the income that pays for all of them?

Your ability to earn an income is the foundation of your financial future. It helps you:
- Pay the mortgage
- Support your family
- Build wealth
- Save for retirement

Personal insurance isn’t just about preparing for the unexpected - it’s about protecting the life you’ve worked hard to build and the people who rely on you.

A regular review of your insurance can help ensure your cover still aligns with your circumstances, goals and financial commitments.

Could your family maintain their lifestyle is your income stopped tomorrow?

26/06/2026

This morning, Katrina had the opportunity to present at BNI Elite Business Castle Hill on a topic that is often overlooked until it’s needed most - personal protection.

Many people spend years building their wealth, yet don’t always consider how they would protect it if life took an unexpected turn.

Personal insurance isn’t just about preparing for the worst. It’s about protecting your income, your family, your lifestyle, and the financial future you’ve worked so hard to build.

Thank you to BNI for the opportunity to share this important conversation.

💭 Have you reviewed your personal insurance recently?

25/06/2026

As we approach the end of another financial year, it’s a natural time to pause and reflect.

Celebrate the progress you’ve made, acknowledge the lessons you’ve learned, and take a moment to consider where you’re heading next.

Whether your goals involved growing your wealth, preparing for retirement, protecting your family, or simply gaining greater financial clarity, every journey starts with a plan.

Here’s to finishing the financial year with confidence and looking ahead to the opportunities a new one can bring.

24/06/2026

30th June is almost here.

At this point, there’s very little room left for delays, forgotten tasks, or “I’ll do it tomorrow.”

EOFY deadlines don’t move - which is why the final few days are often about double-checking that everything has already been actioned and accounted for.

Sometimes the most important EOFY step is simple making sure nothing gets left unfinished.

23/06/2026

Final week before EOFY.

At this point, it’s no longer about thinking about what to do - it’s about making sure everything has actually been completed.

- Contributions processed
- Paperwork submitted
- Transactions confirmed
- Outstanding items followed up

The final days before the 30th June are often where the small details matter most.

Address

Suite 32, 1 Jordan Street
Gladesville, NSW
2111

Website

http://www.leadingadvice.com.au/, https://linktr.ee/leading_advice

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