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

17/07/2026

Kayla shares why she believes everyone can benefit from seeing a financial adviser, even if it's just for a first appointment. From your very first job to enjoying your retirement, there's always a financial strategy that can help you achieve your goals. 🎯

This post 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 your financial situation and needs before making any decisions based on this information.

Client Testimonial 🌟 "Georgia is extremely professional & a fantastic communicator. I can’t recommend her highly enough!...
16/07/2026

Client Testimonial 🌟
"Georgia is extremely professional & a fantastic communicator. I can’t recommend her highly enough!" - Review by Kealy

13/07/2026

There is no one size fits all financial strategy. 💫

One thing is crystal clear: what works for one person won't necessarily work for another.
In this video, Georgia talks about the different financial strategies clients bring to us and why the right approach really depends on where you're heading and your time frame.

It's not about following trends or copying someone else's plan. It's about finding what fits your life, your goals, and your timeline because the best strategy is always the one that moves you closer to your ideal life.

This post 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 your financial situation and needs before making any decisions based on this information.

Ross, one of the trusted advisers who's been helping our clients navigate life's biggest decisions with clarity and conf...
10/07/2026

Ross, one of the trusted advisers who's been helping our clients navigate life's biggest decisions with clarity and confidence when you need it most.

Because the right guidance at the right time? That changes everything.

06/07/2026

We see first hand how the right insurance can make all the difference when life takes an unexpected turn.

As our insurance specialist, Georgia shares some of the key ways you can set up your insurances and highlights some of the key points to consider. From understanding what you actually need, to making sure your loved ones are truly protected, let's break it down together. Because peace of mind isn't just a nice-to-have, it's essential.

This post 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 your financial situation and needs before making any decisions based on this information.

Protect your loved ones.Life is unpredictable, but your family's future doesn't have to be uncertain. Our team can help ...
05/07/2026

Protect your loved ones.

Life is unpredictable, but your family's future doesn't have to be uncertain.
Our team can help you set up the right insurances to ensure your loved ones are financially secure, no matter what happens.

It's one of the most important steps you can take for peace of mind.

02/07/2026

Our team has helped countless clients navigate the world of insurance and we know it can feel overwhelming. But understanding the basics doesn't have to be complicated.

Georgia highlights the four main types of insurance and what each one actually does to protect you and your loved ones. Whether you're just starting out or reviewing what you already have, this is your straightforward guide to making confident decisions.

Because when life happens, the right coverage makes all the difference.

This post 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 your financial situation and needs before making any decisions based on this information.

Small steps now can make a big difference later. 🌱 Here are 3 things to check off your list in July:- Evaluate your budg...
30/06/2026

Small steps now can make a big difference later. 🌱

Here are 3 things to check off your list in July:
- Evaluate your budget and establish new goals 📝
- Don't delay seeking advice; timely insights can make all the difference 💡
- Check your super & insurance needs to ensure you're covered for the future 🔍

Reach out and start your new financial year with confidence! 📱

Trish - our lodgement queen with 25 years of experience! 🌟 With long standing experience, I’ve been the quiet helper who...
30/06/2026

Trish - our lodgement queen with 25 years of experience! 🌟
With long standing experience, I’ve been the quiet helper who turns tricky plans into smooth steps. I’m here to guide, support, and take care of the little things so your goals feel lighter and easier to reach.

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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