Progressive Financial Planners

Progressive Financial Planners Making complex problems simple since 1996.
📍 Serving Newcastle, Lake Macquarie & Beyond

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Located in Warners Bay, NSW we have been providing professional planning advice since 1996. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. So, whether you are approaching ret

irement, starting a business, changing careers or moving from two incomes to one, we can help you. Progressive Financial Planners Pty Ltd ABN 66 091 379 is an authorised representative and credit
representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services
Licence and Australian Credit Licence No. 232706

DISCLAIMER: Our page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information. FSCG:https://www.profp.com.au/wp-content/uploads/2022/07/FSCG-v14.0-eff-01_08_2022-Website.pdf

17/06/2026

Why is it important to pay attention to super in your 30s?
Georgia shares some of the important reasons why you should know about your super account including investment options, risk profile and fees that may have a negative impact to your retirement funds.

At Progressive, you’re welcomed with a warm smile and a caring team that stands behind you. We’re here to listen, suppor...
15/06/2026

At Progressive, you’re welcomed with a warm smile and a caring team that stands behind you. We’re here to listen, support, and guide you with confidence, making every step feel lighter and every decision feel easier.

⭐ Client Kind Words ⭐"Georgia and the team have been absolutely exceptional in guiding us as first-time investors. We fe...
13/06/2026

⭐ Client Kind Words ⭐

"Georgia and the team have been absolutely exceptional in guiding us as first-time investors. We felt completely at ease and confident making decisions about our future."

Helping clients feel informed, supported and confident is exactly why we do what we do.

Thank you for trusting us with your financial journey 💙

09/06/2026

Our Practice Manager, Ang, shares the reasons she believes we have such long term staff including a couple 25 year staff members and many who have been with us for 10 years.

Behind every financial plan is a team who genuinely cares.We’re proud to work with clients through life’s biggest moment...
07/06/2026

Behind every financial plan is a team who genuinely cares.

We’re proud to work with clients through life’s biggest moments - retirement, growing families, career changes, business ownership and everything in between.

Thank you for trusting us to be part of your journey 💙

03/06/2026

"We focus on walking the journey with clients for as long as it takes."
Ross shares how Progressive is different and what it looks like to be on a journey with us.

EOFY is fast approaching ⏰Now is a great time to review your finances before 30 June.Things worth checking:✔️ Maximise c...
31/05/2026

EOFY is fast approaching ⏰
Now is a great time to review your finances before 30 June.

Things worth checking:
✔️ Maximise contributions and potential tax benefits
✔️ Review your expenses - claim all eligible deductions
✔️ Check your investments - lock in any strategic gains/losses
✔️ Sort your records - Receipts, invoices & statements ready for tax time

Remember - contribution deadlines often fall before 30 June to allow for processing time.

If you'd like help understanding your options and ensuring your financial plan still aligns with your goals, our team is here to help.

27/05/2026

30 Years in Business! 💫
Kayla shares why she believes we have long-term relationships with our clients.
Reach out if these values resonate with you! 📱

If anyone knows Vanessa and our paraplanning team, you'll know accuracy and attention to detail are their love language,...
25/05/2026

If anyone knows Vanessa and our paraplanning team, you'll know accuracy and attention to detail are their love language, their strengths!
They work tirelessly behind the scenes making sure your plans and strategies are compliant and thorough and we couldn't be without them.

30 years💙These beautiful birthday messages from our long-term clients are more than just wishes, they are a reminder of ...
22/05/2026

30 years💙

These beautiful birthday messages from our long-term clients are more than just wishes, they are a reminder of why we do what we do. For three decades, we've been honoured to walk alongside you on your journey to your ideal life.

To every client who has trusted us with their goals, their dreams, and their future - thank you! Your success stories inspire us every single day.

Here's to 30 more years of positive impact, meaningful relationships, and helping you achieve everything you've envisioned. 🎉

Address

45 King Street
Warners Bay, NSW
2282

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Progressive Financial Planners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Progressive Financial Planners:

Shortcuts

Share

Category