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

Be a smart gift-giver this holiday season

After a year like no other, many of us are looking forward to a relaxing holiday season shared with family and friends. Check out these easy ways to stretch your Christmas gift budget further, so you can enjoy more family time,...

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...

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) - (Part 2), Complaints Process, Privacy Statement, General Advice Warning and Privacy Policy here.

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