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Book a retirement clarity call.
Retirement is one of the biggest transitions you’ll make, and it deserves more than a quick answer. A Retirement Clarity Call is a relaxed, no-obligation conversation where we get to know you, understand what you’re hoping for, and work out together whether we’re the right people to help.
We do our best work with people who:
- Are within 10-15 years of retiring, or have recently retired
- Have built up super, savings, or investments and want to make the most of them
- Want an ongoing relationship with an adviser who knows their situation and stays with them through the transition
Retirement plans change as life changes, so we stay alongside our clients year after year, reviewing, adjusting and keeping things on track. Because of this, we’re not able to offer single sessions or one-off advice.
Local, and staying that way
Our office is at 128B Edwards Street, Ayr. We work with clients across Ayr, Bowen, Townsville, the Burdekin and beyond.
Ayr | Bowen | Townsville
“Having local people you know and trust makes life much easier, and we would happily recommend Progressive Wealth Solutions to anyone seeking financial advice.“
Brian & Angela
“One of the biggest benefits of working with the team has been their help navigating Centrelink and making sense of all the jargon. Everyone is easy to deal with and understands our circumstances, so no matter who we speak to, they know what is happening. They are always willing to answer our questions, and no question ever feels too silly.“
Carolyn Little
“Our experience has been great. We came to Connie unsure about how to move forward towards retirement, and she has given us a clear projection of what that could look like. Connie and the team have also helped us understand options and information we weren’t previously aware of, giving us greater clarity about the path ahead.“
Dino & Christine