Recently, working with some clients, a discussion about investment properties came up. In fact, the conversation actually went like this: Me: “So, what is your current superannuation balance?” Client: “Ummm, we don’t really have any money inside superannuation. Our investment properties are the superannuation for us. We’ve put most of our money into there because […]Read more
Welcome to Whitehead Financial
Since 1990, The Whitehead family have been providing professional financial planning advice to individuals, families and businesses all over Melbourne. Our specialty is dealing with trade workers. Just as the skills set of any professional tradie is unique, so too are their financial planning needs. We understand that financial planning can be both complex and confusing. That’s why we take the time to get to know you, to understand your goals and develop financial planning solutions that best fit your needs. Above all we make the process as simple as possible for you. Whitehead Financial provides clients with the personal financial advice to help them achieve their financial and lifestyle goals.