Retirement transition specialists
You're not done.
Just done working.
We help you design a retirement that works financially and feels right personally.
Specialist retirement advice for people ready to make their move. Based in Ayr, serving the Burdekin and beyond.
You’ve worked hard. The question is, have you worked out what comes next?
Most people approaching retirement aren’t worried about whether they’ve saved. They’re worried about whether it’s enough.
Running out of money
The fear that your savings may not last can keep you working longer than necessary and spending less than you could.
Not knowing what you can safely spend
Without a clear picture of retirement income, enjoying your money can mean second-guessing every decision.
Making the wrong move at the wrong time
Retirement, super and tax decisions can have long-term consequences, making every choice feel higher stakes.
We help you get clear on where you stand for retirement, so you can move forward with confidence.
Building wealth is only half the story. The other half is knowing when you've done enough, what you can spend, and how to enjoy it without fear.
How we do it
A process designed for this stage of life.
We don’t drop a folder on your desk and call it advice. We build a clear plan with you, in plain English, and we stay with you as life evolves.
Who we help
Our advice is built around real people, not generic plans.
We primarily help people preparing for retirement, making the most of their earning years or finding their feet financially after losing a partner.
Whatever your circumstances, we help you understand your options and build a clear plan for what comes next.
“Progressive Wealth Solutions has been looking after us for more than 15 years. The team is always just a phone call away, offering friendly, patient and sound financial advice. They make us feel like we’re their only clients. They’ve guided us through the transition into retirement and helped us navigate the Centrelink minefield. Now, in our early days of retirement, we’re so happy with the continued support and service. We’ve recommended Progressive Wealth Solutions to family and friends and will happily continue to do so.“
Rhonda & Sibby Sferratore
“I am a client of Damien and Connie’s and genuinely don’t know what I would have done without them. Connie now looks after all my investments, and I am incredibly grateful for the guidance and support she, Damien and the entire team have given our family over the years.“
Di Pickering
“Damien and his team, shout out to Renee, have guided myself and my wife with our retirement journey for the last 3 years, their dedication and information has been exceptional. Information is relevant and up-to-date, their guidance helps make our Future decisions with clarity.“
Brett & Louis
“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
“Damien and Connie are professional, approachable and always take the time to explain things clearly. Damien considers our individual needs and recommends what is best for us. His advice on our finances and insurance is helping us get on the right track, and his ongoing support has been invaluable. We would recommend Damien and the team to anyone seeking financial advice.“
Judy & Darryl
“Connie guided us through the process and took the time to answer all our questions. She gave us the confidence that retirement was a very real possibility and developed a thorough plan for our future. We have been very happy with the professionalism and advice provided by Progressive Wealth Solutions. We now look forward to retirement feeling confident and financially secure.“
Simon & Pamela Favale
“We have always been kept informed about new financial opportunities and given the chance to take advantage of those that are right for us. Damien and the team are always available to answer our questions and provide the guidance we need. Since becoming clients of Progressive Wealth Solutions, we feel more financially secure than ever.“
Janice Menso
“My mum has been a client of Progressive Wealth Solutions for many years. Damien and Connie have always taken great care of her finances. When Mum needed to move into a nursing home, they were there to support our family and help us navigate the financial side of the transition. They continue to look after her best interests today.“
Di Pickering
“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
“Damien and Connie took the time to explain everything in straightforward terms and helped us complete all the necessary paperwork, making our transition to retirement a straightforward and stress-free process. Their advice and support have gone above and beyond.“
Brian & Angela
“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
“When we first met Damien and Connie, we were new to Ayr and looking for someone we could trust to help us invest our money. We have always found Damien and Connie easy to talk to and have greatly valued their advice. We now spend a lot of time travelling, and they are always very good at keeping in touch while we are away and understanding our needs.“
Gwenda & Keith Crichton
Ready to find out what retirement actually looks like for you?
A Retirement Clarity Call is a straightforward, no-obligation conversation. You’ll leave with a clearer picture of where you stand and what to do next.
Your retirement clarity call:
- A straightforward conversation
- No obligation or pressure
- A clearer understanding of your next steps