We're Progression Wealth

Advisors in Wealth Management

We believe communication and trust are the foundation of any successful partnership.
We maintain strong and long lasting client relationships.

Trust may be freely granted, but it is through communication and commitment to our guiding principals that makes Progression Wealth your best partner in wealth management.

Advisors in Wealth Management

Quality Financial Planning

Our highly qualified and experienced advisers can assist and empower you to make the appropriate financial decisions that work towards the achievement of your financial goals.

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Transparent Process
Personal Attention
Dedicated Resources
Ongoing Support
Lifetime Partnership

Our Services

Building Wealth

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

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Superannuation Planning

Superannuation is rapidly taking centre stage as the second biggest financial asset of the average working Australian – after their principal place of residence.

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Retirement Planning

Future adequacy of the government funded age pensions is being seriously questioned, increasing the importance of superannuation and ‘private pensions’ in ensuring your future financial security.

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Taxation Management

Most working Australians have some capacity to moderate the level of income tax they pay, even if it’s simply redirecting some of their gross taxable income into superannuation via ‘salary sacrifice’ and saving more for their future.

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Estate Planning

Planning your estate involves much more than simply drafting your Will, organising Powers of Attorney, and appointing Executors and Trustees.

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Risk Insurance

Many of us fail to make appropriate arrangements to protect our loved-ones should an accident or illness leave us temporarily or permanently incapacitated.

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Portfolio Management

Progression Wealth offers a range of specialist portfolio administration services to individuals, couples, self managed superannuation funds, family trusts, trust estates and so forth.

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Our Core Values

Doing what is required to remain inspired
Behaving with honesty, integrity and care
Delivering innovative, practical and effective solutions
Our commitment to excellence in who we are, what we do and how we do it
Connect the dots to benefit others
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“Progression Group acted for my business from a small outlet turning over $60,000 through to when we sold the business 10 years on, turning over $12m.”
Jon Amiss, Former Owner, CDS Gourmet Food
“Progression helped us through a hard time when cashflow was tighter with rising fuel prices and labour costs.”
Brian Harper, Director, Region Peak Transport Pty Ltd
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