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
- Cash flow management
- Wills and succession planning
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STRATEGIC ADVICE IN:
Wealth creation, Retirement planning, Investments, Superannuation, Insurance, Aged care, Wills and succession planning, Business agreements, Debt Restructuring.
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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.