A financial plan as individual as you

My Plan

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.

Latest News

Give a gift voucher to see a financial planner

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...

Give the gift that will last

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...

How do your gift giving habits compare? [Research Report]

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,...

CONTACT

Phone: 08 8332 4700
Fax: 08 8431 4365

Email: info@proximafg.com.au

Address: Level 2, 135 Fullarton Road Rose Park, 5067 South Australia

STRATEGIC ADVICE IN:

Wealth creation, Retirement planning, Investments, Superannuation, Insurance, Aged care, Wills and succession planning, Business agreements, Debt Restructuring.

READY TO LEARN MORE?

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.
View our Financial Services Guide,  General Advice Warning and Terms & Conditions and privacy policy here.

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