10 July 2026
1 min read
"For me, the business needs well-documented processes, systems and workflows." Gerard Haskew - Senior Financial Planner & Managing Director, Leading Advice
Summary
Gerard Haskew shares how building strong systems, empowering his team and partnering with CFS has helped create a scalable business focused on long-term growth.
For Gerard Haskew, success isn't about being indispensable. It is about building a business that can operate successfully beyond any one individual.
Earlier in his career, Gerard was involved in every major decision. Over time, he realised that true scale requires something different: systems, processes, and empowered people. "The business needs to be able to run autonomously to a degree."
That belief has shaped the way he has built his business.
Investments in workflows, systems and processes have created consistency for clients and confidence for team members. "The biggest improvements for us are in the workflows, the systems and the processes." The result is a stronger business and a better client experience.
As the business evolved, Gerard also sought partners who understood what he was trying to achieve.
"We find CFS takes a real partnership approach in working with our business."
Rather than focusing solely on products, Gerard says CFS has invested time in understanding the business and helping it grow. "They've really taken the time to understand what we're trying to achieve in our business and empowered us to grow."
Looking ahead, Gerard's focus is on growth, development, and creating opportunities for others.
"My ambition for the business is to continue to grow, build, scale and develop the careers of the team members."
For Gerard, success is measured not by what depends on him, but by what continues without him.
Loved Gerard’s story? The next chapter's just as good.
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This article provides general information for the adviser only and is not to be handed to any investor.
Information in this article is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL). It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the Financial Services Guide (FSG) before making any recommendations to a client. This information is based on current requirements and laws as at 1 July 2026. While all care has been taken in preparing the information contained in this document (using reliable and accurate sources), to the extent permitted by law, no one including AIL and/or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. The presenter doesn’t receive specific payments or commissions for any advice given in this article. Any views and/or opinions expressed are solely those of Gerard Haskew, Leading Advice.