Progressive Financial Planners

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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 retirement, 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

20/10/2026

Hear from our practice manager, Ang, as she shares some of her highlights from working at Progressive over the past 25 years.

There’s nothing better than helping clients feel confident about their financial future.Thank you to Tanya for sharing s...
16/10/2026

There’s nothing better than helping clients feel confident about their financial future.

Thank you to Tanya for sharing such thoughtful feedback about her experience with Georgia and the team. Guiding first-time investors with clear, personalised advice is something we’re incredibly proud of.

14/10/2026

What is a litmus test, and how can it guide your financial decisions?
In this video, Georgia explains one of Progressive’s guiding principles: “What advice would we give our own parents?”

It’s a simple question, but an important one. Financial planning is complex and deeply personal, which is why our advice is always grounded in relationships, trust and doing what’s genuinely right for each client.

Because good advice should feel personal, considered and easy to understand.

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.

Your dream retirement is within reach 🌟At Progressive, we believe your future deserves more than wishful thinking. With ...
11/10/2026

Your dream retirement is within reach 🌟

At Progressive, we believe your future deserves more than wishful thinking. With a clear financial plan and ongoing support, we’ll help you stay on track towards the life you’ve always dreamed of.

Ready to take the next step? Get in touch with our team today.

📞 02 4947 2233
🌐 profp.com.au

08/10/2026

"Why can't I use AI for a financial plan?"
In this video, though Ross makes a funny comparison to answer this question, the moral of the story is clear!

Financial planning is complex, personal and connected to the bigger picture of your life. That’s why relationships matter. At Progressive, we use smarter ways of working behind the scenes so we can spend more time understanding our clients, their goals and what matters most to them.

Because good financial advice starts with a conversation, not a search bar.

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.

Happy birthday to Michelle! 🎉Our Senior Paraplanner, detail detective and behind-the-scenes superstar. Michelle brings c...
05/10/2026

Happy birthday to Michelle! 🎉

Our Senior Paraplanner, detail detective and behind-the-scenes superstar. Michelle brings care, precision and a healthy dose of her own quirky magic to everything she does, helping ensure our work is always thorough, compliant and in our clients’ best interests.

We’re so grateful for everything you do, Michelle. Have the best birthday! 💛

Your dream life is within your grasp 🌟At Progressive, we’re here to help you create a clear plan and stay focused on the...
04/10/2026

Your dream life is within your grasp 🌟

At Progressive, we’re here to help you create a clear plan and stay focused on the life you want to achieve.

Please note that our office will be closed today, for the Labour Day public holiday.
Enjoy the long weekend and we hope to hear from you!

📞 02 4947 2233
🌐 profp.com.au

Plans today, possibilities tomorrow.The right financial plan can help turn your goals into action and give you confidenc...
02/10/2026

Plans today, possibilities tomorrow.

The right financial plan can help turn your goals into action and give you confidence about the future. At Progressive, we take the time to understand what matters to you, then provide personalised advice to help you make the most of the opportunities ahead.

Your future starts with a plan.

28/09/2026

In this video, Michelle shares why Progressive is unique to her and why her friends are jealous of her and the work environment we've built. 😜
But as one of our senior paraplanners who works tirelessly behind the scenes - what she brings to the team is just as unique and important and we couldn't be without her! ✨

25/09/2026

Vanessa shares her thoughts on the long-term relationships we’ve built with our clients and why so many continue to choose Progressive.

It’s this ongoing support, trust and genuine connection that makes our client relationships so meaningful.

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

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