Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Progeny is an independent advisory firm providing financial planning, investment management, tax services, property guidance, HR consulting, and legal counsel for business owners and high-net-worth individuals. The firm sits at the centre of integrated wealth planning but regularly partners with accountants for bookkeeping, commercial property specialists for acquisitions, and employment law firms for HR compliance matters. Referral partners encounter clients with complex wealth situations who benefit from Progeny's integrated approach but need additional specialist support in specific areas. A referral makes sense when a business owner or high-net-worth individual faces complex financial, tax, or property decisions requiring coordinated advice. These moments include managing property portfolios, planning for succession, structuring investments, addressing tax efficiency, or handling family wealth across multiple jurisdictions.