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

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!