Progressive Financial Planners

Progressive Financial Planners

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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

09/09/2026

How much super do you need to retire?
We’ve heard from Georgia, and now Ross shares his answer to one of the most common questions we’re asked.

Everyone’s financial situation is unique. Your ideal retirement lifestyle, current spending habits and whether your expenses change in retirement can all influence how much you’ll need.

That’s where we come in. We can help you understand what your retirement goals may require and develop a strategy to help support the lifestyle you want.

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.

06/09/2026

At Progressive, we believe financial advice is about more than numbers.

It’s about:
🌟 building long-term relationships
🌟 having honest conversations
🌟 providing clear, easy-to-understand advice
🌟 supporting people through every life stage

Whether you’re starting out, navigating change or planning for the future, we’re here to support you

05/09/2026

Thank you to all the amazing dads for everything you do. Wishing you the very best Father’s Day! 💙

03/09/2026

A glowing Google Review from our client Mark

🌟🌟🌟🌟🌟

"Ross = Excellent. He was recommended to us by a large corporate CEO so his business experience and background were already verified. He quickly established good communication and tailor made our portfolio to suit risk and income demands."

Thank you for the kind words Mark!

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.

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Location

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