Our Approach
1. Getting to know you
Your free introductory consultation is a great starting point for us to get to know each other and discuss your financial situation, lifestyle aspirations and dreams.
It’s also a fine opportunity to establish a rapport, see if we’re a good fit and touch on the best plan of attack.
2. Confirming the way forward
At this stage, we dig deeper into your current circumstances and collect all your information. In doing so, together we’re able to settle on your personal and financial goals and decide upon a scope of services to be provided.
A dedicated Client Service Administrator (CSA) is also appointed to you, whom you have unlimited access to throughout your engagement with us.
3. Building your financial plan
We then consider a range of strategies, before formulating the best financial plan to achieve your objectives and meet your priorities.
Your Adviser will run you through the customised plan and supporting rationale, seek your feedback and gain your approval to action recommendations.
4. Implementing financial strategies
It’s now over to our experienced team to implement your financial plan over the agreed period.
We keep a close eye on the progress of your plan, tracking and monitoring to ensure goals are being met. Your CSA will be in regular contact to keep you completely updated along the way.
5. Ongoing review
As financial advice is a recurrent process, we’ll review your plan periodically to make sure it aligns with your evolving needs, risk profile and lifestyle changes.
Our aim throughout the entire process is to provide you with a sense of empowerment, helping take control of your financial situation.
Make an appointment today for a free consultation, or contact us to get one step closer to achieving your financial goals.
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.
View our Financial Services Guide (Part 1 and Part 2), Complaints Process, General Advice Warning and Privacy Policy here.