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.


About us

Trusted, expert and local.


Our services

Tailored to your needs.


Contact us

Let’s get moving.


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


Financial Planning Services are provided by Whitehead Financial Pty Ltd ABN 95 166 318 374, Corporate Authorised Representative no 451131 of Affinia Financial Advisers Limited ABN 13 085 335 397 Australian Financial Services License 237857
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.