Wealth Creation

Deciding on the best approach to building wealth can be a daunting task.

You’ve no doubt heard so many opinions on the best way to go: managed funds, property, share markets, risk tolerance, diversification, tax minimisation and much more.

Yet after slogging hard to get where you are, you really just want your money to get to work and start delivering the lifestyle you’ve earned. But where do you begin?

We’re experts at demystifying the world of investing and wealth creation, and take pride in partnering with you to achieve your personal and financial goals. We start by looking at your current situation and compare it to where you want to be, before tailoring a financial plan that puts you in control.

Contact us today to talk about:

  • Smart strategies for using debt
  • Superannuation
  • Investments
  • Insurance
  • Cash flow management
  • Wills and succession planning

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Give the gift that will last

Our new research report shows we’re keen to be giving gifts that can be enjoyed for longer. Find out how a financial plan can be a gift with benefits that last. Giving her daughter a financial plan for her 22nd birthday isn’t the first time Maryanne Cummins has chosen...

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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