Financial Advisor Sydney
At Progress Wealth Management, we believe that financial success is more than just numbers—it’s about empowering individuals to live the life they’ve always envisioned. Our mission is to provide personalised, expert financial advice and tax consultations tailored to the unique needs of professionals and high-earners, helping them achieve their goals with confidence.
years' experience
Happy CLIENTS
5-Star Reviews
Why Choose Us?
Unmatched Expertise
Our team of certified financial planners and tax professionals have years of experience leading clients to financial success. Each member of our team is equipped with industry knowledge across various financial sectors, including wealth management, tax optimisation, and retirement planning. This depth of expertise ensures you receive informed by the latest market trends and personalised for your unique circumstances.
Personalised Service
We understand that every client has unique financial needs, and that’s why we tailor our services to fit your specific goals and situation. Whether you're planning for retirement, managing investments, or seeking tax strategies, we create a bespoke plan that reflects your financial aspirations. This customised approach allows us to focus on what matters most to you, providing clarity and confidence in every decision you make.
Comprehensive Solutions
Progress Wealth Management offers a holistic approach to managing your finances. Our services encompass everything from investment management to tax strategies, ensuring that every aspect of your financial life is taken care of. By offering end-to-end support, we help simplify your financial decisions, making sure that your investments, retirement plans, and tax liabilities are aligned and optimised for long-term success.
Commitment to Your Success
Your financial success is at the core of everything we do. We are dedicated to guiding you through all of life’s milestones, whether it’s saving for your children’s education, buying a home, or planning for retirement. Our ongoing support and regular reviews ensure you stay on track to meet your goals, giving you peace of mind and confidence in your financial future.
Our Core Services
At Progress Wealth Management, we specialise in delivering two core services aimed at securing and enhancing your financial well-being:
Expert Financial Advice
At Progress Wealth Management, our certified financial planners are dedicated to helping you achieve financial success through personalised strategies that align with your unique life goals. Whether you're looking to plan for retirement, manage your investments, or protect your estate, our expert advisors offer tailored solutions for every stage of your financial journey. We provide comprehensive guidance on wealth preservation, risk management, and financial growth, ensuring that your strategies evolve as your circumstances change.
Tax Consultations
Our in-house tax consultants specialise in delivering tailored tax planning and filing services, ensuring you're not only compliant but also optimising every available tax benefit. By working closely with you, we aim to reduce your tax liabilities while enhancing your financial outcomes. Our team stays up-to-date with the latest tax laws and strategies, leveraging opportunities to minimise your tax burden and improve your overall financial position.
Who We Are
Progress Wealth Management was established with a clear mission: to offer honest, high-quality financial advice that genuinely impacts the lives of our clients. Our team comprises skilled financial planners and tax professionals who are deeply committed to helping individuals and families achieve a secure financial future.
We prioritise building strong, lasting relationships with our clients by taking the time to understand their specific needs and tailoring strategies to suit their goals. Whether it’s wealth management, tax planning, or retirement preparation, our team is dedicated to supporting you through each phase of your financial journey.
The expertise and professionalism at Progress Wealth Management are unmatched. I’ve been with them for several years, and they’ve helped me through milestones including buying my first home and planning for my children’s education. The level of personal attention and thoroughness they offer has made all the difference, and I truly trust them with my financial well-being.
Harry P.
The tax advice I received from Progress Wealth Management was invaluable. I was paying more tax than I needed to, and their consultants helped me navigate the complexities of tax planning with ease. They’ve saved me money and made the whole process stress-free. I now have peace of mind knowing I’m fully compliant and optimising my tax strategies for the long term.
Shirley H.
Working with Progress Wealth Management has been a game-changer for our family. Their team really took the time to understand our unique financial goals and created a personalised plan to help us reach them. Their advice has been clear, actionable, and always in our best interest. We feel confident about our financial future with their ongoing support.
Laurence N.
