Wealth Creation

Deciding on the best approach to building wealth can be a daunting task.

You’ve no doubt heard so many opinions on the best way to go: managed funds, property, share markets, risk tolerance, diversification, tax minimisation and much more.

Yet after slogging hard to get where you are, you really just want your money to get to work and start delivering the lifestyle you’ve earned. But where do you begin?

We’re experts at demystifying the world of investing and wealth creation, and take pride in partnering with you to achieve your personal and financial goals. We start by looking at your current situation and compare it to where you want to be, before tailoring a financial plan that puts you in control.

Contact us today to talk about:

  • Smart strategies for using debt
  • Superannuation
  • Investments
  • Insurance
  • Cash flow management
  • Wills and succession planning

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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