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

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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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