About Progressive Financial Planning

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Progressive Financial Planning is a boutique fee-for-service financial planning company based in Christchurch, New Zealand.  Our certified financial planners specialise in investment planning and UK pension transfers but can provide a full range of financial planning services including goal setting, debt management, risk management and estate planning.

Established in 1993, Progressive Financial Planning is headed by founder and managing director Mark Allison. Mark established the company after working for a large financial services company and seeing the need for a boutique practice focused on providing high levels of personal service.  

Our client base has grown steadily ever since as we have successfully assisted many individuals, families, and business owners to create, protect, and grow their wealth.

Clients are encouraged to contact us anytime during the day by phone, fax or email to get advice and discuss any concerns. 

All records pertaining to personal portfolios are held in our Christchurch office and are updated daily as communications regarding investments are received.  Clients are welcome to look through their records at any time.

About Mark Allison

Mark holds the Diploma of Business Studies (Financial Planning)--the highest qualification available to Investment Advisers and Financial Planners in New Zealand. He is also a Certified Financial Planner. Only NZ Institute of Financial Advisers members with advanced competence as a comprehensive financial planner can use the term ‘certified financial planner’. Mark is a proven performer with over 20 years experience and a member of the NZ Institute of Financial Advisers & Professional Advisers’ Association.

About CFP

By choosing a Financial Planner who is a Certified Financial Planner and Member of the Institute of Financial Advisers (IFA) you are automatically covered by certain codes of conduct, guarantees and safeguards.  The IFA is the professional body and certifying agency for over 1400 investment and insurance advisers, and financial planners throughout New Zealand.

Members of the IFA undertake to abide by the IFA Code of Ethics and Practice Standards in all facets of their work, and are:

• Fully committed to only ever acting in your best interests
• Dedicated to a high standard of ongoing education and professionalism
• Required by law to make a full disclosure of any remuneration, other rewards received, limitation of advice, or conflict of interests
• Actively encouraged by the IFA to work for fees tied to performance, rather than be commission based
• Offer an IFA Disciplinary Resolution procedure for your protection
• Must have professional indemnity insurance

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Contact us to arrange a free financial advice appointment

A free disclosure document is available on request.