WHO WE ARE

The people behind Heading Forward Financial Planning

Heading Forward Financial Planning is a family-owned, boutique financial planning practice based in the beachside suburb of Glenelg North. After many years working as a financial planner within a large financial services organisation, Director and Senior Financial Planner, Peter Heading, started Heading Forward Financial Planning in 2015 to ensure he could continue to provide his own down-to-earth, personalised style his clients had come to love, free from the confines of sales driven big businesses. Peter’s aim is to ensure his company can provide the superannuation and retirement advice many Australians are looking for but aren’t sure where to find it.

 

Heading Forward Financial Planning is there to provide you with the strategies and peace of mind to enable you to feel confident about your retirement. Whether it’s planning for, or guiding you through your retirement, from the moment you first speak with us, we are certain you will agree that Heading Forward Financial Planning is the right direction for your financial future!

PETER HEADING

Director and Senior Financial Planner 

BRIDGET HEADING 

Director and Administration Manager

Peter has worked in a range of financial services roles for several market leading organisations for over 30 years. Since becoming a financial planner in 2007, Peter has striven to ensure his down-to-earth and plain English approach to clients is matched with the highest level of technical capabilities. Peter was one of the first in Australia to obtain a Masters in Financial Planning and has since achieved Certified Financial Planner® status and is a member of the Financial Planning Association of Australia.

 

We are all busy people and time poor these days, however Peter will help you through the many financial obstacles life presents. By using his experience and knowledge in superannuation, retirement income products, investments and social security, Peter will make things seem simple and achievable.  

 

Peter gets most of his compliments from his ability to take complicated and technical concepts and make them understandable. It is this philosophy that lead to Peter setting up his own financial planning business to ensure this same consistent approach would be provided to each and every client. 

 

Qualifications:

  • Certified Financial Planner®

  • Master of Financial Planning

  • Certificate IV in Business (Frontline Management)

  • Certificate IV in Financial Services (General Insurance)

  • Certificate IV in Workplace Training and Assessment

  • Affiliateship of Life Insurance

 

Contact Details:

Phone: 08 8294 3515

Mobile: 0478 541 254

Email: peter@headingforward.com.au

Bridget has 25 years of experience working in the areas of office administration and project management and takes care of several of the behind the scenes operations to ensure clients needs are met effectively and efficiently. Bridget has a strong client relationship focus attained through her employment and studies in psychology and counselling.

 

Whether it be booking your appointment or following up to ensure the prompt completion of any paperwork, you’ll find Bridget’s friendly and professional manner a pleasure to deal with.  

 

Qualifications:

  • Bachelor of Arts (Psychology and Biology)

  • Graduate Diploma in Social Sciences (Rehabilitation Counselling)

 

Contact Details:

Phone: 08 8294 3515

Email: bridget@headingforward.com.au

Heading Forward Financial Planning also engage the expertise of a range of investment market analysis, technical assistance, paraplanning, and compliance specialists as well as maintaining strong relationships with other professionals such as accountants, mortgage brokers and estate planning solicitors to ensure our clients can enjoy the same comprehensive range of services of a large business, but with the personalised care only a small business can provide.

 

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