Federal Treasurer Scott Morrison handed down his third Federal Budget. Among the proposed changes,... more»
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John & Jill
“Having already established an investment portfolio, we engaged the services of Brad Downes and Progressive Financial Planners to ‘Best Position’ ourselves as we approach retirement. In fine tuning our investment strategy, Brad’s advice has been financially beneficial to us, compatible with our future investment goals and significantly, without the need to exert a controlling influence over our entire portfolio.
The service level provided by the whole team has been excellent and we look forward to a prosperous retirement, knowing that the Progressive team will provide a ‘valued’ role in the good times ahead.”