Retirement Planning
You’ve worked tirelessly since you can remember.
Now in the prime of your life, you feel great – savouring a sense of achievement that makes it more than OK to take your foot off life’s accelerator. It’s time to reap the benefits of all that you’ve sowed.
However, two big questions linger in your mind. Do I have enough superannuation to maintain my desired lifestyle, and how will I best make it last?
Well, rest easy. We’ve provided many clients with answers to these questions in the form of personalised, innovative and robust retirement strategies.
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.
Talk to us about:
- Transition to retirement
- Superannuation
- Income stream options
- Aged care advice
- Wills and estate planning
Latest News
Enjoying your Retirement!
Do you know the key drivers to a happy and rewarding retirement?
You’ll be surprised to learn that it’s not always all about money. Uncover what most people think about when planning their retirement in our video message below.
Click here to find out
Is it time to consider the design of your super strategy?
To review how your retirement plan is tracking, please contact Helen and the Team at Proxima Financial Planning.
More good news……….!
At The RBA meeting held today, Philip Lowe’s penultimate board meeting as governor, the decision was made to leave the cash rate unchanged at 4.10% Inflation in Australia has passed its peak but will continue to remain high for some time yet. Growth has...
Markets jump as RBA meeting brings good news!
The Australian share market rose 0.4% or 31.7 points after The RBA’s decision to keep the cash rate unchanged at 4.1pc, after numerous interest rate increases since May last year. The still high interest rates are working to establish a more sustainable balance...
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?
Proxima Financial Group Pty Ltd | ABN 69 108 042 708 | T/a Proxima Financial Planning is a Corporate Authorised Representative (ASIC Number 269744) of Paragem Pty Ltd | ABN 16 108 571 875 | AFSL & ACL Number 297276 | www.paragem.com.au.
Paragem's email is: info@paragem.com.au and their phone number is: 02 8036 6490.
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