Progressive Financial Planning Limited

PO Box 2914, Christchurch, 8140

Postal address

Professional advice on investment and assets

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Telephone (03) 348 8866

Fax (03) 348 8862

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Apart from the measurable dollar benefit, Progressive can provide a range of value added services that are of immeasurable benefit to Clients.

For example:

* General investment strategies to grow your assets
* Secure a reliable retirement income
* Structure of superannuation and rollovers
* Structure your financial situation tax effectively
* Planning income streams to help meet individual needs
* Retirement Planning
* Borrowing to invest
* Define estate planning needs to ensure your Will is structured effectively
* Protect your family and your assets by helping you select the right insurance for your situation
* Provide Ongoing Care service and monitoring of investment portfolios

In summary, providing benefits to both wealth creation and client's lifestyles.

Products/Services

Free-First Appointment
Investment Advice & Planning, Finance Services
Kiwisaver
Estate Planning-Family Trusts,Power of Attorney,Wills and Companies
Retirement Planning
Cash and Debt Management
Budgeting and Saving
Risk Management and Asset Protection

Business Hours

Mon: 8:30am – 5:00pm
Tue: 8:30am – 5:00pm
Wed: 8:30am – 5:00pm
Thu: 8:30am – 5:00pm
Fri: 8:30am – 5:00pm
Sat: Closed
Sun: Closed

Parking

provided

Established

1993

Size

0 - 4 Employees

Payment Options

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