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.
Our Approach
We work closely with you on the achievement of your lifestyle goals and working towards your financial independence.
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...
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,...
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.
View our Financial Services Guide (Part 1 and Part 2), Complaints Process, General Advice Warning and Privacy Policy here.