Share     Facebook icon Twitter LinkedIn

Our Latest Newsletter

We hope you enjoyed the Easter break earlier this month and overindulged in a little chocolate!!

We have raised $2,133 in donations towards the Variety Spin 4 Kids fundraiser and we are STOKED to have hit the $2000 mark!
As great as this is, our team is currently sitting in second place for the highest raised funds and our little competitive side is peaking to claim the title of highest fundraisers two years running. We want to put one last effort in before we pedal to the metal next Friday and are asking if you can dig deep and help us by donating towards the great cause.
Here is the link to our page:
We would also like to extend an invite to our clients if you would like to come by and support us as we ride our little hearts out. We will be kicking off at 10am on Friday the 23rd of April at our office. The event goes until 2pm so if you are available, please feel free to stop by to cheer us on. If considering coming, please send us an email so we can keep record. 

Investing can be confusing for most of us and here we look at the nine most common mistakes investors make when trying to achieve their financial goals. 

Ensuring you have enough super to get you through retirement is important. We discover that some retirees are happy to watch their savings grow rather than spend it. We explain what tax implications this could have for beneficiaries.

Knowing the type of lifestyle you want in retirement may be easy but knowing how much it will cost to fund that lifestyle may not be as easy. Find out ways to help you plan for your retirement.

In 2011, government reforms meant early repayment fees on variable-rate home loans were phased out. However, you may still incur an exit or early termination fee on a fixed-rate home loan. In this article, we explore ways to try and avoid extra home loan fees.

Not everyone likes the idea of camping, but ‘glamping’ is becoming more and more popular. Whether it’s a romantic getaway or weekend with friends and family, BIG4 Holiday Parks have provided a state-by-state list of glamping sites within Australia.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (02) 4947 2233 or email

Kind regards,

Progressive Financial Planners

Oliver's Insights – Nine common mistakes investors make

In the confusing and often seemingly illogical world of investing, investors often make of bunch of mistakes that keeps them from reaching their financial goals. This note takes a look at the nine most common mistakes investors make.

Super, death, and avoiding taxes

An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.

Read full article >>

Many Aussies in the dark about retirement

Whether retirement is a long way into the distance, or just peeking over the horizon, recent research1 shows half of us aren’t sure we’ll have enough money to retire when we want, or even how much money we’ll actually need.

Read full article >>

How To Avoid Extra Home Loan Fees

Exit and early termination fees can put the brakes on plans to sell, to refinance, and to renovate or purchase  an investment property. Here’s how to avoid them from the start.

Glamping across Australia with BIG4

Plenty of BIG4 parks cater to this luxury camping trend, with anything from safari and bell tents to pods, Ozshacks, and even ‘glamtainers’.

Read full article >>