Whitehead Financial

Rocco from Whitehead Financial demonstrates outstanding financial expertise, clear communication and professionalism. Thanks again Rocco!

Rocco from Whitehead Financial displays professionalism and expertise. He has successfully aligned our finances with our future goals. We highly recommend him as an excellent financial advisor.

“As someone who gets easily baffled by the world of finance, investments, superannuation etc, Rocco from Whitehead Financial Wealth made the process of financial planning super easy to understand and was very transparent throughout the whole process. Seeing what he put together for us not only instilled complete trust in the organisation, but also made us excited and confident that we can now see a clear plan for our financial future, making sure we are preparing for a comfortable lifestyle while also being protected for anything that could come our way! ”

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

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.

I have been a long term client of Whitehead Financial and had put off their requests for a long time to come in for a review. After catching up with Rocco and listening to what he had to say and where he could see major improvements that could be made with newer products, I now regret not doing it a lot sooner. The fund that I'm now in has already outperformed the previous in only a few months.
Rocco was very easy to deal with and I would have no hesitation in recommending his services.

Very professional and helpful, they helped us to save whilst still keeping us fully covered with all of our insurances

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.

This was my first time getting my own home loan. The process would have been stressful without the help of Jordan from Whitehead Financial.
He was very helpful and friendly from the moment I initiated contact.
I highly recommend Whitehead Financial!

We have been engaged by Whitehead Financial Group to assist in the recruitment of a new staff member. What a great organisation! They are extremely knowledgable about the industry - with an incredible customer-centric and ethical approach. We can't recommend them highly enough to people from all walks of life looking to acheive financial freedom.

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!

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. Thanks Whitehead Financial

I don’t know what took me so long to do this but thank you for making everything so simple and surprisingly affordable.

Whitehead Financial were able to help me remove a default on my name, I was then able to purchase my first home with great home loan rates

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!

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

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 had never really given much thought to my superannuation in the past but after working with Whitehead Financial they explained the benefits available and my very excited to be building my retirement fund now.

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.

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!