Portfolio Management Services

Building Wealth

Is the advice I receive really in my best interest?

In today’s complex world it is often difficult to discern if you are receiving impartial advice focused solely on addressing your personal requirements – or instead being ‘sold’ a financial service that best serves someone else’s interest!

Progression Wealth is...

True Commitment to You

We are owned by our directors & staff and have no ownership connections with any financial institution. The company has its own Australian Financial Services License (No 287080) issued by the Australian Securities and Investments Commission (ASIC) and believes that the advisers role is that of a ‘fiduciary’ for the firms clients.

50+

Clients have trusted us with their wealth building goals.

We Know How to Help

Making the correct strategic decisions in relation to accumulating, managing, and retaining personal wealth is often harder than earning it in the first place!

An Ongoing Partnership

At Progression Wealth, we can assist in guiding you through the maze of financial strategies, investment options, taxation considerations, economic and market factors, etc. to help formulate a personalised financial plan that sets you on the path towards achieving your financial objectives.

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Solid advice coming your way.

No matter where you are on your business life cycle we believe that we can provide advice that is relevant to your situation and can ultimately lead to better outcomes for you now and in the future.

“I felt comfortable with Progression from the initial consult. They highlighted a number of issues that needed to be addressed, were instrumental in price negotiations and worked closely with our lawyers in tying up all loose ends.”

Nick Stehr, Director
Healthcare Lifting Specialists Pty Ltd