Planning ahead for your financial future

Retire sooner

with the right financial advice and planning

Whitehead Financial provides Australians with approachable, easy-to-understand financial advice and retirement planning services. Our professional team offer a superior level of personalised assistance, working with you to grow your nest egg so you can enjoy the retirement you deserve.

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About us

Trusted, expert and local.

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Our services

Tailored to your needs.

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Contact us

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Wellness Assessment

It takes 5 minutes.

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What our clients say

“We’ve always been advised in a very knowledgeable, courteous, and timely manner. Their knowledge of the market is excellent, and their advice has saved us lots of money by investing our funds more safely, without losing good returns”
Shirley, Watsonia North, Vic

“Brilliant financial advisors. Very responsive, professional, and knowledgeable in financial matters.”
Robyn, Montmorency, Vic

“Nothing short of knowledgeable, kind, relatable and reliable. They always make time to address any questions or concerns and would recommend to anyone looking to enter the share market or clean up their super for the future.”
Jess, Mernda, Vic

“Professional, friendly, and very personable. They communicate clearly and return calls promptly. They have consistently provided a high level of service, always keeping our needs and requirements front and centre”
Fraser, Mooroolbark, Vic

Let’s talk about your retirement goals

Google Reviews

Nidal Zeait

2023-11-01

Rocco is a pleasure to deal with. Professional and transparent.

Ya Old Mate

2023-10-30

Fantastic experience from dealing with Rocco. He explained everything clearly from the start, recommended changing my superannuation fund as it was giving me poor returns with huge fees. Rocco has suggested a few things that will certainly help with my retirement goals. Cameron Kinghorn

Kaz Singh

2023-08-11

Our experience with Rocco has been fantastic, very clear and up front with how Whitehead can assist us as well as easily contactable and quick to respond if we need anything. He has offered new avenues of tax reduction, emphasises the importance of super and further strategies as we grow our family, we’ve already recommended him to friends and family

michelle watt

2023-03-25

Rocco is very professional and efficient in what he does. I would give him 10 out of 10 no problems at all. I would recommend Rocco to anyone that needs financial advice. Keep up the great work Rocco.

Nathan O

2023-01-31

The team at whitehead made the whole process of updating our insurance and comparing and switch super quick and easy. We would recommend them to anyone wanting help to look at anything financial.

Thomas Boyd

2023-01-31

I've been with Whitehead Financial for many many year's & find them very professional & they will do the best they can for you.

Financial Planning Services are provided by Whitehead Financial Pty Ltd ABN 95 166 318 374, Corporate Authorised Representative no 451131 of
Count Financial Limited ABN 19 001 974 625 AFSL No 227 232
Mortgage and Lending Service provided by Whitehead Lending Pty Ltd ABN 44 613 413 773, Authorised Credit Representative No 483315 of Connective Credit Services Pty Ltd ABN 51 143 651 496 Australian Credit Licence 389328.