Heading Forward Financial Planning

At Heading Forward Financial Planning, we're passionate about helping everyday Australians achieve a comfortable lifestyle in their retirement years. Our team of experienced financial planners, led by Director and Senior Financial Planner Peter Heading, are dedicated to providing guidance, support, and understanding to help you navigate the complex world of superannuation and retirement planning.

Our Story

After many years working within a large financial services organisation, Peter Heading started Heading Forward Financial Planning in 2015 to provide a more personalised and down-to-earth approach to financial planning. Our boutique practice, based in the beachside suburb of Glenelg North, is family-owned and operated, allowing us to focus on what matters most - our clients.

Our Team

Our team is led by Peter Heading, a Certified Financial Planner with over 30 years of experience in the financial services industry. Peter is passionate about making complex financial concepts simple and accessible to everyone. He's supported by Bridget Heading, our Director and Administration Manager, who has 25 years of experience in office administration and project management.

Our Services

We offer a wide range of financial planning services, including:

• Superannuation and retirement planning
• Investment advice
• Social security planning
• Retirement income products
• Estate planning
• Insurance planning

Our goal is to provide you with the strategies and peace of mind to enable you to feel confident about your retirement. We take the time to understand your unique financial circumstances and goals, and develop a tailored plan to help you achieve them.

Our Approach

We believe that financial planning should be about more than just numbers and investments - it's about understanding your values, goals, and aspirations. Our approach is centred around providing guidance, support, and understanding to help you make informed decisions about your financial future. We're committed to providing a personalised and down-to-earth approach to financial planning, free from the constraints of sales-driven big businesses.