Our Approach

For you to get the most from us, we’ve implemented this tried and tested five-stage approach to financial planning success.
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.

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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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