Years from now, your super has funded the retirement you actually pictured, because the structure under it was set up right while there was still time to change it

It starts with a structured review of what you're in now against what an SMSF would change for you, set up in a free first meeting, so the strategy that carries you to retirement runs on your own numbers.

Answer these few questions accurately to see if you qualify. The more we understand about where you're actually at, the more useful that first conversation is.

Family-run since 1982890+ clients35+ years of collective experienceAdvising clients Australia-wide by video

Why Leading Advice

The kind of trust that takes forty years to build

Leading Advice, in specifics

  • Since A family-run firm operating since 1982. Some of the families we look after now, we've looked after for the better part of forty years, through the market drops, the good runs and the retirements.
  • Specialty Dedicated SMSF advice as a core service: setup and structuring, investment strategy, ATO compliance and administration, and ongoing review, alongside broader retirement and wealth advice across your whole position.
  • Recognition One of our senior advisers was named Risk Adviser of the Year at the Beyond Wealth Adviser Congress 2025. The part that keeps clients with us for decades has more to do with picking up the phone.
  • Track record 3 senior advisers and a proven track record of serving over 890+ clients, with more than 35+ years of collective experience across the team.
  • Footprint Family-owned, with offices in Sydney, advising clients right across Australia by phone and video. It works exactly the same as sitting across the desk.

In their words

Gerard Haskew and the team at Leading Advice are fantastic. We have known them for over 8 years and always found them to be very authentic, interested in us as people, our lives, lifestyle and future requirements. We always feel safe knowing that Gerard is working in our best interest.
Sandra LeeSydney NSW, 8+ year clients
When we retired a few years ago my husband and I asked Gerard Haskew and Leading Advice to manage our superannuation. We are extremely happy with their service. Gerard meets with us regularly to discuss our plans, makes suggestions and gives wise advice.
Jan CooperRetiree client, super management
I've known Katrina for something like 8 years now, and she's always given the most practical and straight up advice. She's gone against options that would have lined her pocket, and focused on making sure that I had the best option for my situation. When it comes to financial advice, Katrina is as trustworthy as it gets for me.
Nick Gulic8+ year client
I appreciate the depth of knowledge Gerard has when dealing with our investments and his willingness to handle all the dealings with centrelink on our behalf. It gives us confidence that we are in good hands and are getting the most out of our retirement funds.
David ClisdellRetirement and investments client
Katrina at Leading Advice has provided me with sound and timely financial and risk advice that has been invaluable to my planning. Katrina is highly professional, kind and very easy to work with. I highly recommend her.
Russell FarringtonFinancial and risk advice client