Whitehead Financial take an holistic approach to financial planning and recognise that each of our clients have unique needs and objectives. We’re proud to have many happy customers review us. Here’s a few reasons to choose Whitehead Financial:
We love happy clients
(Pictured: Josh Lucas from AGT Electrical, Aaron & Jordan Whitehead. Photo taken at our first Whitehead Financial annual GoKarting event.)
“My wife and I had heaps of different super funds all of which were costing us a lot. Whitehead Financial were able to find all the different funds and consolidate into the one fund. Now we’re still saving heaps on our super! This is including having Whitehead Financial manage the super for us now. Very happy, thank you!”
“I have been a local tradie in the Bundoora area for 10 years and have always just selected basic income protection from online companies in the past. After working with Aaron and the team at Whitehead Financial I was pretty pleased to learn how cheap and effective it was to let Whitehead Financial find a new income protection product from me. Plus, it’s supporting a local family-run business, like mine!”
– Daniel Pescarini
“I recently made a claim on my income protection policy. The team at Whitehead Financial handled this for me, working with the insurance companies to get my claim paid as quick as possible. They offered this as a free service, which I wasn’t expecting! Thank you guys.”
– Justin Harris
“Jordan was great to work with when handling our home loan. He took all the stress out of refinancing our family home. Thanks Whitehead Financial!”
– Adele Davies
“The team were so quick and easy to deal with when getting my car loan in place, they dealt directly with the dealer and took the hassle away from me. Above and beyond my expectations.”
– Liam Nathan
“Whitehead Financial helped me get the finance in place for my dream car at a price I could afford, thank you so much for the support!”
– Amelia Claire
“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
“I don’t know what took me so long to do this but thank you for making everything so simple and surprisingly affordable.”
– Damien Rizzo
“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
“Melanie Lucas and myself have been using the services offered by Aaron and the team at Whitehead Financial for a little over 12 months and we couldn’t be more impressed by the level of service we have received.
Aaron contacted me shortly after I began running my own business to offer financial security through income protection and life insurance. From our very first meeting it was instantly obvious that he and his team weren’t looking to make a sale but were genuinly determined to find the best possible solution for us and our specific needs.
We’d like to thank Aaron for the fantastic work he has done for us and commend him on the level of professionalism his business acts with, it is a breath of fresh air to work with a team that has as much honesty and integrity as the team at Whitehead Financial.”
– Josh Lucas, AGT Electrical
“Aaron Whitehead is a dynamic, young man whom in a relatively short time frame has emerged as in inspirational leader for his generation and his chosen profession.
Rarely have I seen someone more devoted to achieving planned outcomes, personal development, staff success and customer care. His dedication and drive alone set him apart, but what makes him an inspirational leader is his effort and success in building and equally committed and driven team, whom he has individually selected and mentored. He has naturally built a culture of success based on his own example.
Fundamental to that success is his commitment to customer care and returning something to his community. He and his team go beyond client expectations, meet at times and places convenient to the customer and sponsor junior football teams, local events, even to the point of providing gifts of appreciation to customers, suppliers and other key contacts in a way few are prepared to emulate. All of the above has contributed to Aaron becoming one of the fastest growing businesses in our group.”
– Peter Daly, Group Managing Director, Beacon Financial Group Pty Ltd.