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.

18/06/2026

12 days until EOFY.

At this stage, it’s less about major strategy changes and more about making sure everything already in motion has been completed properly before the 30th June.

Contributions, paperwork, transactions, confirmations - the final days often come down to the details.

Sometimes the biggest EOFY mistake is assuming there’s still more time.

EOFY is often viewed purely through a tax lens. But for many people, it’s also a point to pause and look at the bigger p...
17/06/2026

EOFY is often viewed purely through a tax lens.

But for many people, it’s also a point to pause and look at the bigger picture - investments, super, cash flow, goals, and where things currently stand before the new financial year begins.

Sometimes, the value in EOFY isn’t just what gets done before the 30th June.

It’s the position you move forward with after it.

EOFY can sometimes feel overwhelming because there are so many moving parts to think about all at once. Rather than tryi...
16/06/2026

EOFY can sometimes feel overwhelming because there are so many moving parts to think about all at once.

Rather than trying to do everything, this is often the stage where simply working through a clear checklist can help bring structure and clarity before the 30th June arrives.

Even a quick review of a few key areas can help avoid unnecessary stress heading into the final days of the financial year.

EOFY can often bring investment decisions back into focus. For some people, this is the time where they start reviewing ...
15/06/2026

EOFY can often bring investment decisions back into focus.

For some people, this is the time where they start reviewing portfolios more closely and asking questions around gains, losses, timing, and whether any changes should happen before the 30th June.

Not every investment decision needs immediate action - but understanding the potential impact of timing can be an important part of the bigger picture.

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”.
🤗

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Suite 32, 1 Jordan Street
Gladesville, NSW
2111

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