A financial plan as individual as you
Everyone has unique financial circumstances, goals and lifestyle aspirations.
By taking the time to get to know you well, backed by a proven structured approach, we place ourselves in the best position to build your customised financial plan.
We regularly hear of lesser-principled advisers pushing their preferred investment mixes on clients to gain commissions – the opposite of what we do. Getting you on the path to enjoy your ideal standard of living at every stage of your life is our measure of success.
Incorporating a degree of adaptability into your financial plan is also vital. Your priorities will likely change, naturally affected by any number of personal and environmental factors.
It’s for this reason our door is always open. We keep your plan on track by scheduling periodic meetings to stay in touch and up-to-date with your changing needs.
Together, let’s get your plan started today.
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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.