Plan your future.

Newcastle, Lake Macquarie and Beyond

Welcome progress

Welcome progress

A message from our Founder…

“I’m so proud of what Progressive Financial Planners has been able to achieve for our clients in the last 28 years. Since stepping off the tools and into more of a mentorship role for our team, my confidence in them has only grown. They are dedicated to serving our clients and passionate about helping them live their ideal lives.”

What we do

Financial planning to protect and grow your wealth.

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

I would highly recommend Progressive Financial Planners, they have been extremely helpful and supportive over the years, Sally in particular has always been available when needed and has a very professional and caring approach to her clients, all the other staff we have dealt with are polite and professional.

Michelle

28 years worth of clients speak for themselves

For the last 7 years I have relied on their professional services to guide me in making the right decisions for my life investments. Knowing that, has given me assured security.
Sal along with the team, is a comfortable and friendly association and a pleasure.

Tara

We have been with Progressive and Brad for over 30 years. Our super turned into a great retirement self funded pension which has allowed us to enjoy our life traveling the world. We thoroughly recommend Brad and the team for anyone’s investment opportunities. We are so grateful for everything they have done for us.

David and Sandy

Cannot recommend Progressive Financial Planners high enough. Been a client for 20 years plus and have helped me through the ups and downs of life. From Kayla at 1st contact to Ross, the team provides quality advice. All under the watchful eye of Brad. If you want quality, independent and advice based on experience then Progressive Financial Planners should be your first choice.

Gary

The team at Progressive are fantastic. Sal is a wealth of knowledge, always answers all our questions clearly. We just have so much peace of mind around our retirement. Exactly why I recommend to everyone I speak to.

Debbie

Our Values

Integrity

We are transparent and honest, delivering outcomes that put our clients first.

Dedication

We are easy to deal with, and go above and beyond to make our client experience the best it can be

Passion

We love what we do. We all treat the business as our own, play to our strengths and celebrate our wins.

Responsiblity

We care for our clients, staff and community: we treat clients like family, we value our team and we give back.

Sustainability

We make a positive impact on the world around us; focusing on sustainable investing and aiming for net carbon zero for our business and staff.

“I have been working at Progressive Financial Planners for over 24 years, which is not uncommon within our team. Seeing clients walk in the door confused and uncertain, and leaving confident and excited for the future makes this job incredibly rewarding.”

— Angela Knaus

Financial planning does not need to be daunting.

  • Sit with one of our financial planners and discuss what makes your ideal life.

  • In collaboration with you we construct and propose a plan to achieve your ideal life.

  • Implement your financial plan with the assistance of our team of professionals.

  • Enjoy the benefits and continue to manage your financial plan effectively moving forward.