Progressive Financial Solutions
52 Lothian Street, North Melbourne, Victoria 3051
About the Business
Welcome to Progressive Financial Solutions, a leading establishment in North Melbourne, Australia. Located at 52 Lothian Street, our institution specializes in finance and is a point of interest for individuals seeking expert financial advice.
At Progressive Financial Solutions, we understand the importance of maximizing your Centrelink entitlements and minimizing Aged Care fees. With our team of Aged Care Specialist Financial Advisors, we will help you implement the appropriate strategies to ensure you receive the maximum benefits available and reduce any unnecessary expenses.
Financial protection is crucial in today's unpredictable world. Our experienced advisors will guide you in considering risk insurance options, allowing you to create a comprehensive financial protection package. Whether it's protecting against loss of income, disablement, serious illness, or death, we will help you structure a plan that provides peace of mind and security.
Planning for retirement can be overwhelming, but at Progressive Financial Solutions, our dedicated financial advisors are here to help. We will work closely with you to maximize your retirement nest egg, ensuring you have the funds necessary to support your ideal retirement lifestyle.
Debt can often hinder wealth creation. Our team can assist you in developing strategies to pay off your non-deductible debt efficiently, allowing you to focus on creating wealth and achieving your financial goals.
Growing your wealth requires suitable investment strategies tailored to your circumstances and risk tolerance. Together, we will help you navigate the investment landscape and make informed decisions that align with your financial objectives.
Superannuation is a key component of retirement planning. Our experts will assist you in maximizing your super for a comfortable retirement. This includes reviewing your underlying investments and contributions to ensure optimal results.
At Progressive Financial Solutions, we believe in providing exceptional service without any obligations. We invite you to schedule a cost-free initial appointment to discuss your financial needs and explore how we can assist you in achieving your financial goals.
As part of the Alliance Wealth network of financial advisors, Progressive Financial Solutions is backed by the strength and resources of Centrepoint Alliance. This ensures that our clients receive the highest level of support and expertise.
Progressive Financial Solutions Pty Ltd, with ACN 113 321 814, is an authorized representative of Alliance Wealth Pty Ltd, ABN 93 161 647 007, AFSL 449221.
Joe Formica, a trusted advisor at Progressive Financial Solutions, is dedicated to helping you prepare for whatever the future holds. With tailored financial advice for you and your loved ones, Joe will guide you towards a secure and prosperous financial future.
Contact us today at 03 9600 9052 or via email at [email protected]. We are located at 52 Lothian Street, North Melbourne, VIC, 3051. Our ABN is 87 602 863 257.
Photos
Contacts
52 Lothian Street, North Melbourne, Victoria 3051, Australia
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I highly recommend the team at Progressive Financial Solutions. This year I sought additional financial advice which was delivered with exceptional compassion, diligence and professionalism."
"Thanks to these guys I was able to retire earlier. Highly professional, knowledgeable and trustworthy. What more do you want?"
"I highly recommend them for professional services provided for all your financial needs . Clear and understandable communication throughout the entire dealings."
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