Whitehead Financial

We had a very positive experience at Whitehead Financial with Rocco. As a first time seeing a financial advisor, he walked us through the process in an organised and clear way. The team have been great communicating what information they need and helping us to implement the recommendations suggested. We were able to review all recommendations in a detailed meeting with Rocco and fully understand the reasoning behind the recommendations and the advantages to our financial position as a result. We look forward to consulting with Rocco each year and we have a lot more knowledge now to assist us in our future.

Rocco has been amazing to work with. As an older couple he sat down with us and went through the pros and cons of all the ways we could set ourselves up for an amazing retirement. He was available to answer all our questions when they arose.
He has made himself available when we have needed extra advice. couldn't be happier.
Jordan has been amazing to deal with when is came to our home loan. He has gone above and beyond to get us a better rate, and has been checking in regularly with regards to the whole process.
We couldn't recommend Whitehead Financial highly enough.

Working with Rocco has been a pleasure. His exceptional financial expertise and dedication to client success are evident in every interaction. Will continue to send my clients his way should they require any financial planning services. Highly recommend!

Working with Rocco has been a really positive experience. He is always upfront about your options and will guide you wherever you may need. Thankyou Rocco for your guidance and support. I am looking forward in continuing to work with you throughout the future.

Shoutout to Rocco for being an incredible support and business partner! His ongoing support has been a game-changer for us. Rocco brings serious know-how to the table, and working together has been smooth sailing. I highly recommend Rocco – he's the real deal!

Rocco, my financial advisor, was instrumental in clarifying my cashflows and refining my goals for 2024. His expertise and guidance made the process seamless, ensuring a better financial outlook. Grateful for his assistance and highly recommend his services.

Since first catching up with Rocco at Whitehead Financial him and the associated team has been kind, helpful and warm with their advice. I would recommend their services to all. They've helped create a strategy that works and have answered all relevant questions and the relationship has been 100% transparent throughout.

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!”

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

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

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.

Nothing but the best! Rocco has been a stress relief and I’m very confident in his knowledge He is very understanding and easy to talk to, happy to explain everything and very patient I’ll be recommending him to everyone I know

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

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.

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.

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.

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!

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!