What are the opening hours?

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

Progressive Financial Planners

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Australia
Warners Bay, NSW
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

01/09/2026

How much super do you need to retire?
Georgia shares some of the different reasons that can change the answer because it is different for everyone.

Retirement planning isn’t about chasing one magic number. It’s about understanding your goals, your income needs and the lifestyle you want your super to support.

The earlier you start planning, the clearer your path can become.

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.

30/08/2026

Happy Birthday, Phoebe! 🎉
Wishing you the best first birthday with us!
You've settled into our Progressive family so perfectly, we are so glad to have you on the team. 🥳

28/08/2026

This is what 30 years of trust looks like. Sandra and her family have been with us from the start, and seeing them enjoy their retirement travelling the world is exactly why we do what we do. Thank you for your loyalty and kind words, Sandra. 🌏💛

26/08/2026

Investing can be simple and clear!
We’re here to help you understand the foundations.
At Progressive, our support and practical knowledge can help you grow your wealth with confidence and make smarter financial choices over time.
Reach out if you would like to start investing. 📱

25/08/2026

Information Overload: Why Quality Advice Matters

In today's world, anyone can go online and find answers to their financial questions. But here's the thing, knowing what to do and actually implementing it are two very different challenges.

In this video, Lachy shares why quality advice isn't just about information, it's about turning that information into action that works for your unique situation.

Because the real value isn't in the answers you can Google. It's in having someone who knows how to make those answers work for you.

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.

22/08/2026

Meet Michelle, our Senior Paraplanner and one of our experts behind the strategy we deliver.

With vibrant energy and an unwavering eye for detail, Michelle ensures our recommendations are thorough, compliant, and built with your best interests at heart. Her level of expertise means nothing is overlooked - every number checked, every strategy refined, every outcome considered.

Behind every great plan is someone who cares enough to get every detail right. That's Michelle.

18/08/2026

When families trust us enough to recommend us to their loved ones, we know we're doing something right. Word of mouth from clients like you means the world to us. Thank you, Pete, for this glowing review and for being part of our Progressive Family. ⭐

16/08/2026

Why Is Financial Advice So Expensive?

It's one of the most common questions we hear and in this video, Ross addresses it head-on.
The truth is, financial advice isn't just about managing money. It's about providing a greater level of certainty in an uncertain world.

When you work with us, you're investing in clarity, confidence, and a plan that adapts as life changes. Because the real cost isn't the fee, it's the peace of mind that comes from knowing you're on the right track.

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.

14/08/2026

Happy Birthday, Trishy! 🎉

Today we celebrate one of the true pillars of our business and thank her for her never ending support, her care for all our plants and gardens, and of course the implementation of all our client's advice paperwork.

May your day be as great as you are! 🎂

12/08/2026

Understanding Our Fees💲

One of the most common questions we hear is: "How much does financial advice actually cost?"

In this video, Georgia breaks down exactly how we charge for our services and the different ways you can pay because we believe in complete transparency from the start.

No hidden fees. No surprises. Just honest conversation about what you can expect when you work with us.

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.

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

https://linktr.ee/progressivefinancialplanners

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