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Estate Planning 

As morbid as the subject is, we all need to accept the fact that one day someone else will be responsible for dealing with our affairs once we have passed on. 

The distress and trauma placed on loved ones can be kept to a minimum if we address the inevitable whilst we have the ability to do so.

Progression Group can assist with the collation of key data into one complete file to ensure the transition of clients wealth on death is dealt with in the most seamless fashion.

We are often amazed at the peace of mind clients obtain in knowing that they have spent the time preparing a file that is updated annually holding details pertaining to:

  • Current Will
  • Executor Details
  • Lawyer Details
  • Life Insurance Coverage and Policy copies
  • Superannuation Details
  • Corporate Diagrams
  • Copy of Family Trust Deeds
  • Prepaid Funeral Arrangements
  • Other specific request items

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What Our Clients Say

A few years ago business became really tight. We were under constant pressure and could really feel the heat building as cashflow became tighter with rising fuel prices and labour costs.

– Brian Harper, Director, Region Peak Transport Pty Ltd

An opportunity presented for me to buy into a business. Whilst I knew the industry, I didn’t know where to start in terms of determining what the business was worth and how I could protect myself and my family.

– Nick Stehr, Director, Healthcare Lifting Specialists Pty Ltd

Thank you Progression Group for caring, assisting in obtaining some restitution and saving our business. We now have the tightest internal control mechanisms of any business!

– Timothy Eagle, Director, Eagle & Stork Plumbing Pty Ltd

Progression Group acted for my business from when it was a small outlet in Coburg turning over $60,000 through to when we sold the business 10 years on, turning over $12m from a large commercial premise based in Brunswick.

– Jon Amiss, Former Owner, CDS Gourmet Foods

As sole Director, I continue to meet with Progression Group on a quarterly basis to review our business performance. Establishing budgets and constantly monitoring actual results guarantees business success.

– Simon Best, Director, SBV Pty Ltd trading as Barry Plant (Mitchell Shire)

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Our Core Values

BALANCE – Doing what is required to remain inspired
RESPECT – Behaving with honesty, integrity and care
EDUCATION – Delivering innovative, practical and effective solutions
PRIDE – Our commitment to excellence in who we are, what we do and how we do it
SHARING – Connect the dots to benefit others

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