We are proud to say the vast majority of our clients are referred to us through the word-of-mouth recommendations of very happy clients. Here are some of our client stories.
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.”
“It is with great pleasure that I write this letter. After seeing 4 Advisers before you, I was more confused than ever when I came to see you. After only being with you for a half hour, I knew I was handing over my entire working savings to you with confidence. I came away much lighter. It is so comforting being by oneself at 62. I don’t pretend to understand everything about my finances, but I do know I have the confidence in you to look after my savings into my old age.
I would recommend your services to family and friends as I felt very comfortable dealing with you. From the moment I walked in the door, and was greeted by the girls, I had a feeling I was in the right place and have thanked my friend for referring me to you.”
Marcela & Edward
“We would like to thank you and tell you how very happy we are the way you have taken care of our finances. Also we found that you and your staff were very generous and courteous with your time.
We would have no hesitation to recommend you to anyone (in fact we already have).”
D & K
“A lot of people agree it is very hard to find a financial planner that doesn’t treat you like another number and who answers questions directly. They normally tell you what they want to tell you, avoiding questions. Bradley makes you feel welcome and is very attentive. He answers questions directly and to the point. Bradley’s never critical and both my husband and I feel very comfortable speaking to him about any personal matters regarding our finances and future plans. Thank You.”
Ivan & Samantha
“Ivan and I are extremely satisfied with the service we have received from Progressive Financial Planners. We believe we will have a long and mutually satisfying relationship with this business. We would be more than willing to recommend their service to our friends and colleagues.
We feel very comfortable with the advice we have been given and the strategies that have since been put in place on our behalf. All of the staff have demonstrated a strong technical knowledge and have shown a high degree of competency in their area of expertise. As a result we now have a more clearly defined path that will enable us to move forward faster and meet our financial goals sooner than we had anticipated.
The level of customer service provided by all the staff has been exceptionally high. It is obvious that careful consideration has gone into ensuring this is the case and the commitment to customer satisfaction is strong. The admin staff are always friendly and willing to go the extra mile to assist us. We thoroughly enjoy our meetings with Brad. We have always found him to be personable and genuinely interested in us.”
“I do not make recommendations of professional services lightly, but I have no hesitation in recommending the service of Progressive financial Planners. The level of service & financial advice is exceptional and has allowed me to retire earlier than I expected.”
“I am more than happy with Brad’s continuing management of my financial affairs. He continues to give good advice with explanations and options well identified. He continues to remind me of annual appraisals of my affairs with appointments tries to suit me. He is also willing to help when there have been changes to my financial situation at all times. I continue to be very satisfied with the service provided and would not hesitate to recommend this service to others.”
Sven & Linden
“We feel much more confident in our current & future financial situation since coming to Progressive Financial Planners. We do not feel we are experts, but have learnt a great deal more than we knew previously, and are therefore in a better position to make judgements about how to proceed.
As well as presenting us with a realistic picture of our position and bringing peace of mind, the changes we have made have saved us money and improved the prospect of preparing us properly for future needs. Staff have always been cheerful, prompt & thorough. We will certainly recommend the company.”
Comments are closed.