ARE YOU A PROFESSIONAL IN THE TECH INDUSTRY READY TO PLAN FOR RETIREMENT?
Progress Wealth Management helps you streamline your retirement and build wealth so you can enjoy life.
We’ve worked with clients from






Why do I need a Financial Plan
- Gives you a measurable goal to work towards and breaks it down into step-by-step actions
- You can reduce doubt or uncertainty about your decisions and make adjustments to help overcome obstacles
- Help gets you away from living paycheck to paycheck and all the stress that comes with it
- Makes it easier to save and grow your life savings
- Help you create an investment portfolio
- Gives you better habits when it comes to managing your money
- Considering that people with a financial plan can increase the net worth by 2.7 times, why would you risk not having one.
Money Control
Streamline and systemise your current cash flow so you’re not experiencing financial guilt.
Financial Planning
Develop and strategize a confident path ahead to reaching your financial goal without uncertainties about your financial future.
Tax Optimisation
Structuring and distribution of your wealth to claim maximum benefits from taxes
Investment Strategizing
Smart investments advice on assets, shares, and innovative investments to help you maximize your wealth and remove the fear of losing your hard-earned money in bad investments.
Secure Wealth Protection
Safeguard you and your family with the right insurance policies so you can feel certain of the future
OVER A DECADE OF EXPERIENCE IN FINANCE
Hey,
After spending a decade working in finance, I started Progress Wealth Management to provide the advice that professionals in tech need to more easily accomplish their financial goals and live the life they want.
After spending a decade working in finance, I started Progress Wealth Management to provide the advice that professionals in tech need to more easily accomplish their financial goals and live the life they want.
Here are some areas we specialize in to help you reach your financial goals.
- Financial goal setting and tracking
- Investment portfolio optimization
- Tax optimization strategies
- Cashflow planning and budgeting
- Financial education and behaviors
Let me help you get financially ready.
Cheers,
Blaine Thiederman
P.S. In case you’re one of those people (like me) who just skips to the end of the letter, here’s something extra: I’ve added loads of resources to help in a private Facebook Group and LinkedIn Group. Our communities are growing and most rewarding, is that people are using the content to get results.
Cheers,
Blaine Thiederman
P.S. In case you’re one of those people (like me) who just skips to the end of the letter, here’s something extra: I’ve added loads of resources to help in a private Facebook Group and LinkedIn Group. Our communities are growing and most rewarding, is that people are using the content to get results.
We’ve been featured in
Want help with managing your finances and taxes so you can build a life of financial freedom?
Our Testimonials
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Eric T.Blaine is very knowledgeable and personable. He is very client focused and results driven. You feel confident your finances are in good hands working with Blaine.
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Susan M.A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.
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Alvin D.If you want a partner that listens to you, cares about your goals, cares about the people most important to you in your life. And will be there with you, for you, as you progress through the different stages of your financial journey. Then you’re in the right…. No – the best place.
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Ryan K.Progress Wealth Management helped develop a plan so my wife and I could retire when we wanted to, early. Blaine was thorough in the questions he asked and made sure our questions were answered. I am happy to say we will go to Progress Wealth for any financial questions we have.
Download the 15-page ‘PITS Strategy’ guide for growing your wealth
*Nothing contained in this presentation constitutes tax, accounting, regulatory, legal, insurance or investment advice. Neither the information, nor any opinion, contained on in this presentation constitutes a solicitation or offer by Vise or its affiliates to buy or sell any securities or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Product images shown are for informational and illustrative purposes only, and may not reflect how they will actually appear within the product. Tax loss harvesting is not suitable for all investors. Investors whose circumstances typically make tax loss harvesting unsuitable for them include, but are not limited to: (1) those in relatively low income tax brackets, and especially those who expect to be subject to higher tax rates in the future, (2) those who are planning to withdraw a large portion of their taxable assets within the next 12 months, and (3) those who trade (or whose spouses trade) any of the securities in Vise portfolio (or substantially identical securities) in external accounts, including joint accounts. Restrictions exist for wash sales and the use of specific types of losses to offset certain gains. Clients and their tax advisors are responsible for how transactions conducted in their account are reported to the IRS, or any other tax authority, on clients’ personal tax return. The tax consequences of tax loss harvesting are complex and uncertain and may be challenged by the IRS or any other tax authority. It should be noted that there are restrictions on using specific types of losses to offset certain gains. When conducting these types of transactions, you should also be aware of the IRS wash-sale rule. Vise does not provide tax advice. You should consult with your tax advisor and financial advisor for clarification. Vise AI Advisors, LLC (“Vise”) is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Vise by the Commission.