Our Clients
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.
Hear from people who were just like you
Gary and Mardi
“I would like to place on record my appreciation to Progressive Financial Planners from Gary and Mardi.
I first met Bradley Downes some 18 years ago and have watched his business grown to what it is today. This growth is as a result of professional, personalised and common-sense approach to financial strategies suited to each stage of life. Life throws up some difficulties, I am certainly glad that as a result of the advice that Bradley has provided I have been able to continue through my life journey knowing I am financially secure. My partner Mardi has also been able to do the same knowing that her financial future is secure because of Progressive Financial Planners quality advice.
Bradley’s staff consistently displays a personal and professional approach to all facets of financial management. From the front door to the ongoing support, I cannot recommend Progressive Financial planners highly enough to any person wanting common sense advice on how to reach their life goals. Who knows what the future may hold but I am glad that Progressive Financial Planners, in particular Bradley Downes, is helping Mardi and I achieve our life dreams. It gives me great pleasure to highly recommend and place my appreciation on record of Progressive Financial Planners service.”
John and 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.”
Lorraine
“It is with great pleasure that I write this letter. After seeing four 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.”
Graham and Denise
“Sally and the Progressive team have always provided accurate and excellent advice.
They are always available to address any questions no matter how trivial and in the process, make you feel very special. I have no hesitation in highly recommending Sally and the Progressive Financial Planners team.
Neill and Gail
“Another crystal clear explanation of the state of my investment with a great deal of interest and understanding in my past, present and my goals for the future.
After many years of support my wife and I are at the tail end of the journey but the care and concern by Sal and in the beginning Brad, has not varied from outstanding throughout our need to be guided into a successful retirement.
Thank you to the Progressive Team for taking such good care of us ..... it is such a bonus to be perfectly happy retires without a worry and all because of your professional ability and your genuine interest in our welfare.
Thank You,
Neill and Gail”
Peter
“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.”
Margaret
“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 and 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.”
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
Get in touch
Get in touch
Your privacy is important to us. You may request access to your personal information at contacting us via email to admin@profp.com.au. Information collected will be used in accordance with AMP's Privacy Policy, available at www.amp.com.au/privacy. You can also contact us if you do not wish to receive information from us anymore.