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
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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