Discovering what truly matters
Getting to know you is important. At Proxima, we focus on understanding more about your current situation, lifestyle aspirations, personal and financial goals.
This way, we’re better equipped to tailor a financial plan that helps fulfil your ‘big picture’.
What area of expert financial advice can we help you with?
Looking to give a meaningful gift that will bring more long-term benefits than the latest gadget? Did you know 4 in 5 young Australians would like to receive the gift of time with a financial planner? A financial plan created by a professional financial planner is the...
Our new research report shows we’re keen to be giving gifts that can be enjoyed for longer. Find out how a financial plan can be a gift with benefits that last. Giving her daughter a financial plan for her 22nd birthday isn’t the first time Maryanne Cummins has chosen...
Have you ever thought about how much you spend on gifts throughout the year? Did you know Australians spend nearly $20 billion a year on gifts? That’s about $1,200 each per year or $100 a month. New research* reveals other truly fascinating insights into how we think,...
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STRATEGIC ADVICE IN:
Wealth creation, Retirement planning, Investments, Superannuation, Insurance, Aged care, Wills and succession planning, Business agreements, Debt Restructuring.
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Helen Janetzki and Proxima Financial Group t/a Proxima Financial Planning are authorised representatives of GWM Adviser Services Limited ABN 96 002 071 749
an Australian Financial Services Licensee Register Office at 105-153 Miller Street North Sydney NSW 2060.