Jason has been a Financial Planner for 15 years in both Sydney and Forster.
Our aim is to ensure advice progresses your financial position, as well as improving the financial awareness of those open and willing to learn.
Progressive is about authentic and quality advice provided with integrity. We strive to develop deep genuine long term relationships with clients, and work together with them on their financial journey.
With a background in the retirement market and additional study in the area of Aged Care there is a strong capability in advice relevant to this growing demographic. We are happy to attend Centrelink meetings with you or can even help negotiate with an Aged Care provider.
Any initial meetings are about getting to know each other and understanding your current position and where you want to get to. Upon agreement we prepare a Financial Plan with personalised recommendations to help you achieve your financial goals. We then implement any advice you agree to proceed with and conduct regular reviews, if appropriate, to ensure you remain on track towards your goals.
Our office is owned and fully solar powered, helping keep overheads down but also allowing us to walk a little of the walk too.