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
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?
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.
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