Whitehead Financial Pty Ltd in Bundoora, Victoria | Financial planner

Whitehead Financial Pty Ltd

Locality: Bundoora, Victoria

Phone: +61 1300 734 547

Address: 5/9 Ormond Boulevard 3083 Bundoora, VIC, Australia

Website: http://www.whiteheadfinancial.com.au

Likes: 1236

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• Property
• Mortgage brokers
• Financial planner
• Insurance broker

25.01.2022 Marching right in to the second day of March today!, Lots of people were doing Feb Fast in February and giving up things like buying work lunches and saving a little cash. What is your goal this month? .... It helps to write the goal down so you are accountable to it.

25.01.2022 Are you a parent of any teens who focus on spending their hard earned money on designer labels? You might wanna watch this. Educate your kids on comparing options and budgeting. https://youtu.be/RJbdnQlrvJM

24.01.2022 We will be closed during the Easter break from Good Friday to Easter Monday. We will be back on Tuesday the 3rd of April. The Whitehead team wishes you all a safe and happy Easter with your family and friends!

23.01.2022 I rarely if ever have heard of people booking flights for an overseas destination without an itinerary or a plan for what they want to do, see, and experience when they are travelling. But I often meet people with no plan for one of the most important areas of life, their finances. In the 10 years in my profession as a financial planner I meet people every day who have no plan for retirement, no plan for paying off their mortgage and no plan for if they could not work. I am ...a father of two daughters (with a third on the way), I run my own business, I contribute to my relationships, so I understand how busy life is. I know that making time to meet with a financial planner or to DIY can be on the list of things to do but is often put in the too hard basket. Through good planning and starting early you can achieve amazing financial results, be it the dream overseas holiday, owning your home and enjoying your retirement you have worked so hard for. Come in for a free consultation with myself to determine how a financial plan can benefit you and your family.

23.01.2022 Thats right Whitehead Financial is hiring! - are you the next person to join the wonderful Whitehead Financial Team? We are looking for: A Full Time Financial Planner to Join our awesome team here in Greensborough... RG146 Compliant (Or a strong desire to become) High moral character with a strong desire to assist clients in building their financial wealth A Team Player with a friendly cooperative nature A passion for customer service to develop relationships with new and our existing clients Computer Literacy & MS Office Skills High attention to detail & initiative to get things done Previous experience in a similar role highly regarded Willing to learn and improve processes to help the business grow Long term career goals If you believe this is the role for you be sure to send us a message or If know someone who may fit the description above be sure to tag them

23.01.2022 For tonights Lunar New Year event, car parking is available on the Corner of Para Road and Flintoff Street. There is no charge after 6pm. It is going to be a very enjoyable evening. Event starts at 5.30pm and goes to 8pm.

22.01.2022 Another blog post from Aaron Whitehead - Financial Planner at Whitehead Financial When you get that call from your financial adviser to come in and review your insurance it is very easy to put off and think of a million other things youd prefer to be doing with your time. Heres a few reasons that will make it worth your while. Saving you money...Continue reading

20.01.2022 "A goal without a plan is merely a wish" . . . #whiteheadfinancial #whitehead #goal #planning #plan #financialplanner #financialplanning #greensborough #victoria

18.01.2022 One of our lovely clients gifted us some very delicious cookies as a thank you for our assistance. We are very appreciative of the lovely feedback we get when working with our clients.

18.01.2022 Check out these stats do you agree with the spending habits ?

18.01.2022 What does retirement mean to you? - Aaron Whitehead The word retirement can have a very different meaning depending on who you are talking with. For my wifes parents it has meant living in a foreign country teaching English and volunteering, going to university and furthering their education, and occasionally putting their feet up for some R and R along the river in Bundalong with their 20 plus grandchildren. Unfortunately, this is not the case with many of the families I ...meet with. With the many medical advancements and healthier lifestyles, Australians are living longer and wanting to retire earlier. This means that to keep up with increasing spending needs, there must be a plan in place to replace your pay cheque with a regular passive income. The most tax effective way to prepare for retirement is to start contributing into superannuation. To provide the retirement that you envision will take more than your 9.5% employer contributions. Common mistakes I come across 1. Sole traders not contributing into superannuation. In the early years of starting a business, superannuation can be easily neglected. Do not find yourself victim of not contributing into superannuation in the early years. You will miss out on the benefit of compounding growth. 2. Waiting too long to begin planning. Add in enough time and distance, and be just two degrees off, youll miss your destination by miles. The same goes with planning for retirement. Putting a plan in place early on, making a small adjustment like increasing contributions from 9.5% to 12% can make a huge difference to the destination you arrive at age 67. 3. Not maximising the superannuation environment. It is human nature to fear what we dont know or dont understand. I hear all too often, I dont believe in super or I just want to pay off my home and worry about contributing to super later. These are flawed philosophies that will result in pain in the years to come. Having an open mind and taking the time to learn about the advantages of superannuation, will be sure to change your beliefs about it. Retirement should be a beautiful time in life filled with love, family and new adventures. Preparing early will make all the difference.

17.01.2022 Is planning something you need to do in the upcoming week?

15.01.2022 Are you wanting the keys to your first home? Whitehead Lending is here to help you make that dream a reality Contact us today on 1300 734 547 .... . . #whiteheadlending #whiteheadfinancial #whitehead #financial #finance #planning #finanicalplanning #financialplanner #financialfreedom See more

14.01.2022 Some wise words from #TonyRobbins #Goals

13.01.2022 Come and celebrate Lunar New Year 2018 right on Main Street next to our office. We love our local community! #GreensboroughTownCentre #LunarNewYear #2018 #CommunityEvent

13.01.2022 We invite you to share something GOOD about your day today ... it may be a small thing, it may be something you are grateful for or some good kind words for oth...ers in our community Lets make sure there is as much GOOD in the world today as possible! (Feel free to use your fave emojis)

13.01.2022 Is a Self-Managed Super Fund appropriate for me? - Aaron Whitehead Self-Managed Super Funds (SMSF) are like other super funds, in that the purpose is to build wealth for retirement. The advantages of SMSF include; greater control, more flexibly, increased investment choice, increased insurance choice and potential lower fees.... The disadvantages of SMSF include: increased responsibility, additional administration and potentially higher fees. Managing your own SMSF is not a decision to be taken lightly as it increases your responsibilities and comes with increased risk. When deciding if a SMSF is the right option for you, it must be a decision based on your specific goals and objectives. Not simply because an accountant suggests that it is a good idea, or because Joe was talking about his SMSF around the BBQ. Alternatively, you can use the services of a financial advisor to assist with investment decisions and an accountant to assist with ongoing compliance. Often people are enticed to set-up a SMSF with the idea in mind to purchase direct property. Owning direct property inside SMSF is very different to owning property directly as an investor yourself. There are many restrictions and limitations that you need to be aware of before making that decision, such as; Increased financing cost, not being able to use the property for personal use now or in the future, reduced lending capacity, difficulties securing finance, liquidity issues, increasing your exposure to one asset class (i.e. putting all your eggs in one basket) In making this decision it would be wise to consult a trusted professional financial adviser, not Joe.

11.01.2022 Happy Birthday, Nam! Wishing you a wonderful day today Love Whitehead Financial

11.01.2022 What word comes to mind when you think of Whitehead Financial?

11.01.2022 MYTH VS. REALITY.

11.01.2022 Have you entered yet? .... Be sure to write your guess in the comments in the original post!

10.01.2022 Millions of workers are missing out on superannuation or failing to gain enough superannuation to secure a decent retirement. Check out the article link by ABC news Also tonight on Four Corners they will be featuring a special on Super Risk - Tonight 8.30pm on ABC TV. http://www.abc.net.au//millions-of-australians-mis/9584736

10.01.2022 Whatever you hold in your mind on a consistent basis is exactly what you will experience in your life - Tony Robbins . . . #whiteheadfinancial #finance #financialadviser #tonyrobbins #inspiration #inspirationalquote #greensborough #financialplanner

09.01.2022 WIN A CHOCOLATE HAMPER! To enter simply like our page & guess how many chocolates are in the bowl and post your guess in the comments. For a closer view of the bowl feel free to come visit the Whitehead Financial Office! ... Winner will be closest guess, first in best dressed! Only one guess per person. Competition closes on Tuesday 27th of March at 12:00pm. The lucky winner will be contacted directly via Facebook. Please make sure you comment in the original post for your guess to be valid. Good luck & be sure to share this post with your family and friends so that they have a chance too! - The Whitehead Financial Team

09.01.2022 Congratulations to our Winner LISA PROVIS with the exact guess of 144 eggs! Thank you to everyone else who entered! We wish you all a safe & happy Easter!

08.01.2022 This month at WF HQ we have been focusing on educating parents educating children Ever had that moment when you eye off something at the shops and youre like I want that? .... knowing it would most likely be sitting in the corner gathering dust until 2032s garage sale ... we know we all do it ... oops! Time to think wisely about purchases! #AimforZeroDebt ... #whiteheadfinancial #greensborough #educate #empower #financialfreedom

08.01.2022 Happy international womens day #IWD2018

07.01.2022 WOW its already been a year since our Go Karting event! Time flies when your having fun!

07.01.2022 So .... what is really involved with SMSF? #SMSF #FinancialPlanning #Greensborough https://www.youtube.com/watch

05.01.2022 Stay in control of your money and plan for your future. #Retirement

05.01.2022 Why is super always bottom of the list for people in their 30s? - Ben Shearman Well the simple explanation, its over 30 years away!!! After recently turning 30 myself in February this year, it leads me to the question, why it is when talking to my friends about superannuation their eyes glaze over? It is easy for me to see the importance of setting up your Super correctly and contributing extra where you can. However, to my friends there is very little interest in this subje...Continue reading

01.01.2022 Come and enjoy Greensboroughs Lunar New Year celebrations with Free entertainment for the whole family Lunar New Year event will be held on Friday 23rd February from 5.30pm to 8.00pm throughout Greensborough. #LunarNewYear #WeLoveOurCommunity #Greensborough