Life happens when you least expect it

My Life

In the face of best laid plans, life has a habit of keeping things interesting.

Preparing for the future by setting goals becomes your road map to guide you through. Whether you want to save for the kids’ education, grow a small business, consider retirement options or do something completely unique, establishing a goal-oriented financial plan is your first step.

That’s where Proxima comes into the picture. We take the time to get to know you, understand your priorities and help define your personal and financial goals.

What’s more, we’re always here ready to shape a financial strategy that supports your evolving lifestyle – no matter what happens next in life.

Wealth Creation

Now is the time to take control of your finances and find out what choices are right for you.

Read more

Retirement Planning

Whether you’re transitioning to retirement, or happily leaving the workforce altogether, we can tailor a sophisticated financial plan to fund the time of your life.

Read more

Financial Advice For Women

Let your money work for you and the life you want to lead.

Read more

Business Solutions

We know that when you own and operate your own business, your financial life is often very different than if you were an employee.

Read more

Make an appointment today for a free consultation, or contact us to get your lifestyle strategy started.

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.

Subscribe to our newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!