A financial plan as individual as you
My Plan
Everyone has unique financial circumstances, goals and lifestyle aspirations.
By taking the time to get to know you well, backed by a proven structured approach, we place ourselves in the best position to build your customised financial plan.
We regularly hear of lesser-principled advisers pushing their preferred investment mixes on clients to gain commissions – the opposite of what we do. Getting you on the path to enjoy your ideal standard of living at every stage of your life is our measure of success.
Incorporating a degree of adaptability into your financial plan is also vital. Your priorities will likely change, naturally affected by any number of personal and environmental factors.
It’s for this reason our door is always open. We keep your plan on track by scheduling periodic meetings to stay in touch and up-to-date with your changing needs.
Together, let’s get your plan started today.
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.
2024-25 Federal Budget
It’s that time of the year again when the Australian Government unveils the Federal Budget, setting the stage for the nation’s economic direction. We help you find out all you need to know in this 5-minute read. With the aid of a $9.3 billion surplus, Treasurer Jim...
RBA Release – Interest rates on hold but to stay higher for longer
As many predicted, The RBA released its latest rate decision to leave the cash rate unchanged at 4.35%. However, in light of the recent strong inflation data predicting that inflation will continue to stay high for some time yet, further rate hikes are still possible...
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?
Paragem's email is: info@paragem.com.au and their phone number is: 02 8036 6490.
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