Life happens when you least expect it
My Life
In the face of best laid plans, life has a habit of keeping things interesting.
Preparing for the future by setting goals becomes your road map to guide you through. Whether you want to save for the kids’ education, grow a small business, consider retirement options or do something completely unique, establishing a goal-oriented financial plan is your first step.
That’s where Proxima comes into the picture. We take the time to get to know you, understand your priorities and help define your personal and financial goals.
What’s more, we’re always here ready to shape a financial strategy that supports your evolving lifestyle – no matter what happens next in life.
Wealth Creation
Now is the time to take control of your finances and find out what choices are right for you.
Retirement Planning
Whether you’re transitioning to retirement, or happily leaving the workforce altogether, we can tailor a sophisticated financial plan to fund the time of your life.
Business Solutions
We know that when you own and operate your own business, your financial life is often very different than if you were an employee.
Make an appointment today for a free consultation, or contact us to get your lifestyle strategy started.
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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