MAKING YOUR PLAN

Proxima provides financial planning and financial strategies to help you achieve your dream lifestyle.

Your Life. We look at what really matters to you and what you’re hoping to achieve in your life.

Your Plan. Your financial plan is tailored to suit your lifestyle and personal needs.

Your Life Stage. We understand that your need and priorities are always changing, and tailor your financial plan to your priorities at every stage of your life.

At the end of the day, you feel completely in control.

Our Relationship With You

 

At Proxima, we guide you as coach, adviser, mentor and project manager of your financial life.

Coach. We track your lifestyle goals via a disciplined approach.

Adviser. We interpret complex issues and implement a strategic solution for you.

Mentor. We keep you informed by educating you and communicating solutions and outcomes.

Project Manager. We organise your financial life, from the big picture to the finer details.

Life Stage Strategies

 

Learn more about Proxima’s financial strategies suited to your lifestyle.

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Our Approach

 

We work closely with you on the achievement of your lifestyle goals and working towards your financial independence.

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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...

RBA rate rises back again!

The RBA hikes up the interest rate again to 4.25% - the highest cash rate since April 2012. Despite having passed the peak of inflation, RBA Governor, Philip Lowe, states that at 7%, inflation is still too high. Although The Board has said that Australian economic...

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...

How do your gift giving habits compare? [Research Report]

Have you ever thought about how much you spend on gifts throughout the year? Did you know Australians spend nearly $20 billion a year on gifts? That’s about $1,200 each per year or $100 a month. New research* reveals other truly fascinating insights into how we think,...

What’s your Gift Giver Personality? (Quiz)

Happy birthday. Season’s greetings. Congratulations! From chucking confetti to winning with wine, there are likely dozens of gifts you’ll purchase for loved ones this year. So what kind of gift giver are you? New FPA national research reveals four distinct gift giving...

Financial Planning Week 2019

Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the benefits of financial planning. The theme for this year is “Gifts that Give”, which delves into Australia’s gift-spending habits. To celebrate Financial...

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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