08 8294 3515
THE RIGHT DIRECTION FOR YOUR FINANCIAL FUTURE
WHO WE ARE
The people behind Heading Forward Financial Planning
Heading Forward Financial Planning is a family-owned, boutique financial planning practice based in Glenelg North. After years of working within a large financial services organisation, Director and Senior Financial Planner, Peter Heading, founded the business in 2015 to provide a down-to-earth, personalised approach—free from the sales-driven focus of big institutions.
Our goal is to help Australians navigate superannuation and retirement with clear strategies and peace of mind. Whether you’re planning for retirement or already retired, we’re here to ensure you feel confident and in control of your financial future.
From your very first conversation with us, we’re certain you’ll agree—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
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With over 35 years of experience in financial services, Peter has worked with several market-leading organisations in a variety of roles. Since becoming a financial planner in 2007, he has combined his down-to-earth, plain-English approach with the highest level of technical expertise. As one of the first in Australia to obtain a Master’s in Financial Planning, Peter has also achieved Certified Financial Planner® status and is a proud member of the Financial Advice Association of Australia.
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Peter understands that life is busy and navigating financial matters can be overwhelming. Using his extensive knowledge in superannuation, retirement income products, investments, and social security, he simplifies complex financial strategies to help clients make informed and confident decisions.
Known for his ability to break down complicated financial concepts into clear, practical advice, Peter founded Heading Forward Financial Planning to ensure every client receives the same consistent, straightforward, and personalised guidance.
Qualifications:
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Certified Financial Planner®
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Master of Financial Planning
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Certificate IV in Business (Frontline Management)
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Certificate IV in Financial Services (General Insurance)
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Certificate IV in Workplace Training and Assessment
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Affiliateship of Life Insurance
Contact Details:
Phone: 08 8294 3515
Mobile: 0478 541 254
Email: peter@headingforward.com.au
With over 30 years of experience in office administration and project management, Bridget plays a key role in ensuring the smooth behind-the-scenes operations at Heading Forward Financial Planning. Her strong client-focused approach, combined with her background in psychology and counselling, allows her to provide exceptional support and service.
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Whether it’s booking your appointment or following up on paperwork, Bridget’s friendly and professional manner ensures that your experience is both seamless and enjoyable.
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Qualifications:
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Bachelor of Arts (Psychology and Biology)
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Graduate Diploma in Social Sciences (Rehabilitation Counselling)
Contact Details:
Phone: 08 8294 3515
At Heading Forward Financial Planning, we collaborate with a team of investment analysts, technical specialists, paraplanners, and compliance experts to ensure our clients receive well-rounded financial guidance.
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We also maintain strong relationships with trusted accountants, mortgage brokers, and estate planning solicitors, allowing us to offer the comprehensive services of a large firm, while still providing the personalised care that only a small business can deliver.