Personalised and comprehensive financial advice since 2006

About Us

Located in the leafy inner-eastern suburb of Rose Park, our focus is firmly on helping you achieve your personal and financial goals through sophisticated financial planning strategies. Our team have helped countless clients realise the lifestyle of their dreams.

And we never skip a beat.

You’ll find us small enough to have intimate knowledge of each client’s circumstances, yet large enough to deal with the most complex of financial challenges.

Proxima’s Story

Starting out as a one-woman show, Helen Janetzki founded Proxima over a decade ago for a sole reason: to empower people to take control of their finances – no matter what happens next in their lives.

Proxima quickly flourished to become renowned as innovators in a somewhat cookie-cutter industry, providing clients from all walks of life with first-class, tailored financial advice.

Today, Proxima continues to grow by building empathetic and professional relationships with clients, paving a path to comprehensive solutions to all financial challenges.

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...

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?

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.
View our Financial Services Guide (Part 1 and Part 2), Complaints Process, General Advice Warning and Privacy Policy here.

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