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

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. 🎉

19/05/2026

We are keeping the birthday celebrations going! 🎉

Here’s Michelle sharing why she’s proud to be part of the Progressive team 💙
From the people to the purpose, it’s what makes this place so special.

Stay tuned for more birthday month moments! 🥳

Happy Birthday, Georgia! 🥳🎂We are so lucky to have her a part of our team and watch her absolutely shining in her role a...
16/05/2026

Happy Birthday, Georgia! 🥳🎂

We are so lucky to have her a part of our team and watch her absolutely shining in her role as Financial Adviser!

Georgia is incredibly knowledgeable and most importantly, highly personable. She has hit the ground running and is well and truly kicking goals.🎉

I hope your day is as special as you are! 🤩

A helping hand for the hard stuff 🤝Reach out and build a stronger tomorrow. 📱
14/05/2026

A helping hand for the hard stuff 🤝
Reach out and build a stronger tomorrow. 📱

11/05/2026

Keeping the birthday celebrations going (both Progressive & Lachy!) 🎉
Lachy shares why he thinks clients choose Progressive!
From positive word of mouth, to treating our clients like family and providing quality advice, we will have you covered. 🤝

Stay tuned for more birthday month moments! 🥳

Happy Birthday, Lachy! 🎉You are an amazing strategist and our paraplanning gun! But as a man of few words, your impact t...
09/05/2026

Happy Birthday, Lachy! 🎉

You are an amazing strategist and our paraplanning gun! But as a man of few words, your impact that’s impossible to replace – the ultimate jack of all trades.

Whether it’s tackling complex advice, fixing tech dramas as our unofficial IT guru, jumping into some surprise carpentry work, or bringing a bit of musical talent into the mix… there’s not much you can’t do.

Thanks for always having our backs, solving the impossible and keeping things moving no matter what gets thrown your way.

Hope you have an awesome day! 🍻

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

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