Progressive Financial Planning Ltd

Progressive Financial Planning Ltd, based in Christchurch, provides expert financial planning, wealth management and investment services to individuals, couples, trusts, estates and business owners in Canterbury.

WHO WE ARE:

• Our trusted team has over 30 years of experience in providing financial advice in Christchurch and Canterbury.
• We are an independent and unbiased financial planning service, driven by performance rather than commission.
• Our team is dedicated to building long-term relationships with our clients, providing tailored advice to help them achieve their financial goals.

WHAT WE DO:

• We offer comprehensive financial planning services, including wealth management, investment and pension transfers.
• Our financial advisors provide expert guidance on cash management, tax planning and estate management.
• We help our clients make informed decisions about their financial future, providing them with peace of mind and control over their finances.

WHY CHOOSE US:

• We provide truly tailored advice, taking the time to understand our clients’ unique situations, motivations and goals.
• Our planned approach ensures that our clients are on track to reach their financial goals, with regular reviews to monitor progress.
• We are committed to transparency, with fees based on the expertise and service we provide, rather than commissions from selling financial products.

FAQ
1. What is wealth management and how can it benefit me?
Wealth management is a comprehensive service that helps you manage your finances, including investments, tax planning and estate management, to achieve your long-term goals and secure your financial future.

2. How do you approach financial planning for individuals and couples?
We take a personal approach to financial planning, working closely with our clients to understand their unique circumstances, goals and aspirations and providing tailored advice to help them achieve financial success.

3. What is involved in the pension transfer process and how can you help?
The pension transfer process can be complex, but our experienced advisors can guide you through it, ensuring that you make informed decisions about your pension and receive the best possible outcome for your financial situation.