About

Supporting the industries that build our nation

At Whitehead Financial we provide a holistic approach to financial planning and recognise that each individual and family have unique financial planning needs and objectives.

Our philosophy focuses on 3 pillars to a secure financial health now and into the future.

Wealth creation – specialist superannuation and investment advice
Wealth protection – specialist risk insurance advice
Debt reduction & consolidation – specialist finance and mortgage advice

We believe that every individual or family is capable of financial freedom and security. We desire for each of our clients to be rewarded in retirement for all their hard work during their working lives.

A key area and something we feel passionately about has been working to support trades people, we have been doing this for over 20 years. Whitehead Financial is a family run business passed through three generations and family life is a strong value for our business.

We’re here to give you peace of mind and support with all your financial needs and goals. Give us a call or visit our contact page and we’ll be in touch.

CLIENT FEEDBACK

We’ve worked with hundreds of individuals, families and businesses all over Melbourne. Earning ourselves the reputation as the Trade Industry Specialists, here’s a few reasons to choose Whitehead Financial. Share your experience and feedback on our Facebook page.

“I don’t know what took me so long to do this but thank you for making everything so simple and surprisingly affordable.” – Damien, TS Excavations & Retaining Walls

“After 5 years of ‘nagging’ my husband to sort out his super and insurance, he called you guys and man am I happy he did. Thank you!” – Monique Pescarini

” A huge weight has been lifted off my shoulders knowing my family and I are protected and retirement is a no longer just a dream” – Belinda & David

The Process

When meeting most new clients, we find that their existing insurance policies that won’t cover them correctly should anything happen to them unforeseen, worse than that? Meeting with clients that don’t have anything in place! We love nothing more than working to support our clients and getting them in a better financial position with a strong peace of mind to help them achieve their goals. The benefits of reviewing your situation are:

Ensuring your superannuation fee and structure is correct

Checking your level of insurance and the premium rates are competitive for your situation

Assessing your current business, personal or home loan interest rates

During an appointment, we’ll spend some time getting to know you and your family and get a snapshot of your current financial position. Also we will collect any existing information on superannuation, insurance, plus your most recent financials and finally we may need you to sign a few third party forms to find out information may not have access too. We aim to make the process simple and do all the messy work for you, coming back to you with clear advice that is relevant to you.

People often ask us “well how much is this going to cost me?”- well the initial appointment is free and you are under no obligation to go ahead with anything following the appointment. We love working with tradies and their families and get huge satisfaction from protecting Australia’s hardest working industry.