About Us
Who Are We
Progressive Financial Solutions opened its doors in 2001 by Joe and Mary Formica.
Joe Formica is the CEO and Principal Financial Advisor. He is qualified as a Certified Financial Planner and is a member of the FAAA, SMSF Association and Aged Care Gurus.
Over the past 23 years, we have serviced over 1,400 clients. We pride ourselves on providing an exceptional client experience.
Progressive Financial Solutions is a Corporate Authorised Representative (AR No. 334022) of Alliance Wealth Pty Ltd (AFSL 449221)
Meet our team
Joe Formica
Principal Advisor
Paul Formica
Advice Associate
Cherrinee Lee
Practice Manager
Jessica Pritchard
Client Service Officer
Mary Efsthatiou
Administration Assistant
About Us
Our Philosophy
At Progressive Financial Solutions, we identify ourselves through 4 core pillars that have helped us build our brand over the past 23 years.
First, we understand you, our client. We understand your personal and financial situation, your goals and ambitions, your risk tolerance and your investment and strategic preferences.
Secondly, after getting an understanding of you, we look to minimise any risks to your position and identify strategic and investment opportunities available.
Thirdly, we develop an investment plan for you, with the aim of building and preserving your wealth.
Lastly, and most importantly, we pride ourselves on creating and sustaining lifelong relationships with you, our client.
Our Vision
Progressive Financial Solutions has been dedicated to grow in an organic manner, to ensure that we are able to provide the highest quality of service to our clients.
No two clients are the same, so we pride ourselves of our knowledge of our client base, which allows us to use our expertise to provide personalised and tailored financial advice to all our clients.
We are experts in helping our clients achieving their personal and financial goals. Our expertise and service level allows us to retain clients throughout their lifespan, with our holistic financial advice offering providing a solution to our clients changing needs and objectives.
Our Mission
At Progressive Financial Solutions, we strive to make your financial goals and ambitions a reality through our in-depth expertise and superior client relationships.
Our initial consultations are complimentary, and in your first meeting with us, we gain an understanding of you, your personal and financial position and your unique goals and objectives. We also encourage you to ask us questions, about our company and culture, to ensure we are the right financial partner for you.
Our advice considers your long term needs, we put a plan in place so that you are prepared today and into the future. We are transparent with you when providing our recommendations, our considerations and our implementation of our advice, enabling you to feel educated, informed and empowered when it comes to your financial future.
Book a meeting
It is never too early or too late to begin planning and seeking advice. Our clients are typically: pre-retirees and retirees, self-managed superannuation funds, high-income earners, people with savings looking to invest, business owners and families of Aged Care residents.
Book your obligation free initial appointment with us now and begin your pathway to achieving your financial goals.