Retirement Planning
You’ve worked tirelessly since you can remember.
Now in the prime of your life, you feel great – savouring a sense of achievement that makes it more than OK to take your foot off life’s accelerator. It’s time to reap the benefits of all that you’ve sowed.
However, two big questions linger in your mind. Do I have enough superannuation to maintain my desired lifestyle, and how will I best make it last?
Well, rest easy. We’ve provided many clients with answers to these questions in the form of personalised, innovative and robust retirement strategies.
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.
Talk to us about:
- Transition to retirement
- Superannuation
- Income stream options
- Aged care advice
- Wills and estate planning
Latest News
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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