Located in Warners Bay, New South Wales, we have been providing quality financial 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.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.
Brad Downes, Founder and Director of Progressive Financial Planners, is a Certified Financial Planner (CFP) with over 29 years of experience advising clients on building financial security, demonstrating a very successful track record. He helps his clients to identify what an “ideal life” looks like for them and then helps them set the plans in place to achieve their dreams. Basically, he helps people make smart choices about money!
Our team has now grown to 14 dedicated and highly educated staff, including 4 financial advisers who genuinely love what they do and treat our clients like family. 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 invite you to navigate our website to find out how we can help you or make an initial complimentary consultation with us.
www.profp.com.au
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 232706.
DISCLAIMER: Our LinkedIn 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://profp.com.au/wp-content/uploads/2023/11/FSCG-v1a.2-eff-27_11_2023.pdf
Company Details
- Employees
- 15
- Founded
- -
- Address
- 45 King Street Warners Bay, Lake Macquarie,nsw 2282,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- profp.com.au
- Keywords
- Investments, Superannuation, Insurance, Wealth Creation, Self Managed Super Funds, Retirement Planning, Tax Planning, Asset Protection and Structures, Finance and Debt Management, Financial Planning.
- HQ
- Lake Macquarie, NSW
Progressive Financial Planners Questions
Progressive Financial Planners's website is profp.com.au
Progressive Financial Planners's LinkedIn profile is https://au.linkedin.com/company/progressive-financial-planners
Progressive Financial Planners has
15 employees.
View email and phone details for 15
employees at Progressive Financial Planners.
Progressive Financial Planners's industry is
Financial Services
Progressive Financial Planners's top competitors are
Odyssey Financial Solutions,
Amp Advice Wayville,
Monarch Wealth,
Jigsaw Private Wealth,
Mitchell Wilson,
Australian Wealth Advisers,
Epg Wealth,
Hillier's Advisors Chartered Accountants,
Quinplan,
Garden Wealth Group.
Progressive Financial Planners's categories are Financial Services
Progressive Financial Planners's founding year is 1996
