Progressive Financial Solutions

book a meeting

Welcome to Progressive Financial Solutions

Your partner in reaching your financial goals

Providing expert financial advice for over 23 years

What We Do

Our expert financial advisors pride ourselves on providing an exceptional client experience. Through providing holistic financial advice for over 23 years, we have been able to service clients with a vast range of financial goals and objectives.

Retirement Planning Advice

Maximise your retirement nest egg and provide for your desired retirement living expenses while preserving your assets throughout retirement.

SMSF and Superannuation Advice

Review your Superannuation and/or SMSF investments and consider contribution strategies to maximise your super

Investment Advice

Build an investment strategy and asset allocation proposal based on your investment goals, preferences and risk tolerance.

Aged Care Advice

Funding your loved ones room price and ongoing costs of Aged Care while maximising Centrelink and preserving assets.

Insurance Advice

Ensuring assets are protected and cashflow and capital requirements are met in the event of an unforeseen situation.

Estate Planning and Intergenerational Advice

Ensuring that your affairs are managed by someone you trust and assets are transferred per your wishes

Make a cost and obligation free initial appointment

book a meeting

WHAT OUR CLIENTS SAY

Our Testimonials

Joe Formica from Progressive Financial Solutions can help you prepare for whatever the future holds – with tailored financial advice for you and your loved ones.

Edmondo Rosini

Joe and his team are always pleasant and willing to help and following through with our concerns, offering ongoing support. I would highly recommend Progressive Financial Solutions as a one stop shop when it comes to peace of mind.

Carmel Douglas

I know I can call on Joe and his great staff at any time for advice. They are all very professional and do their job to perfection. It was the best decision I ever made going with a financial advisor, Joe Formica. I look forward to many more years of service and advice and a happy future.

Beverley Greenhorn

We would have no hesitation in recommending Progressive Financial Solutions and Joe Formica to anyone, family, friends, and acquaintances as a trustworthy, honest and professional individual and the company was a pleasure to deal with and would not hesitate to contact them with any financial requirement in the future.

Norma Mill

Our Latest Posts

read our latest posts

Our Education Guides