Lead by Our Values

Lead by Our Values

Our Values

Progressive Financial Planners was founded in 1996 with the mission to make people’s complex problems simple. Over the last 28 years Progressive has done just that. We’ve seen thousands of clients through life’s financial ups and downs, helping them gain clarity on the road to achieving their financial goals.

Our team has now grown to 14 dedicated and highly educated staff who genuinely love what they do and treat our clients like family. We value honesty and transparency within our client relationships, we don’t shy away from the difficult conversations. Each of us is committed to going above and beyond when it comes to serving our clients, whether they are in Newcastle & Lake Macquarie or further afield. We love to give back, and as a result we partner with Variety: The Children’s Charity and Cancer Council NSW each year. We’re also proud to say our business and team are fully carbon offset through the positive work of Greenfleet.

How We Help

Home

You want to buy your first home & establish a family.

Wealth Acceleration

You’re looking for ways to accelerate wealth accumulation

Retirement Planning

You’re focused on preparing for life after work & planning retirement

Aged Care Planning

You’re looking at Aged Care options for a loved one.

Business Ownership

You’re a business owner feeling overwhelmed & disorganised.

Inheritance Management

You recently received an inheritance you want to make the most of.

Additionally, we:

  • Keep you accountable to reach your financial goals

  • Have the skills and knowledge to break down complex financial concepts

  • Help you maximise what you have by making smart & informed choices

  • Coach you through the tough times to avoid emotion-led mistakes

  • Make personalised recommendations after we get to know your unique circumstances

  • Act as a trusted sounding board for the important decisions

  • Be an extra set of eyes to make sure you’re not missing anything

  • Ensure our advice lines up with your accountant & lawyer so we’re all on the same page

Socials

Socials

Happy Birthday to our Paraplanning & Compliance Manager, Vanessa! Thank you for keeping us all in line & making our jobs easier by always looking out for areas to streamline or help. We hope you have a great day celebrating today 🥂
🌟 "Progressive Financial Planners as a team would be rated 10 out of 5 without a doubt." - Lynette🌟 We are so grateful for amazing clients like Lynette, whose kind words inspire us and we're honoured to exceed expectations. Thank you, L
Our Paraplanning and Compliance Manager, Vanessa, oversees the technical and strategic operations of Progressive Financial Planners. Her leadership ensures that your financial complexities are managed with precision and care. Trust in our commitment
Congratulations to the beautiful bride & our adviser, Georgia, and her new husband Rhys, for tying the knot yesterday in a beautiful ceremony shared with their friends and family. 💍 🤍 A few of us were blessed to witness this union and it was
Bringing to you, 28 years of quality advice ✨
Retirement is your time to enjoy the freedom you’ve earned! 💸 Let’s build a plan to make it happen. 🤝 Call us at the office to book in. 📱
🌟 🌟 🌟 🌟 🌟 Client Testimonial: "We have no hesitation in recommending Ross & the team at Progressive Financial Planners. We have recently retired early thanks to the advice given by Ross." - Robert