Proxima Financial Planning is a leading financial services firm based in South Australia, dedicated to helping clients achieve their lifestyle aspirations and financial goals. With a focus on personalized and innovative retirement strategies, Proxima offers a range of services including wealth creation, retirement planning, investments, superannuation, insurance, aged care, wills and succession planning, business agreements, and debt restructuring. By understanding each client’s unique situation, Proxima tailors financial plans to fulfill their ‘big picture’ and empower them to live the lifestyle they’ve earned.
At Proxima Financial Planning, the philosophy revolves around providing structured solutions to clients’ most pressing business challenges, ensuring they have the tools and knowledge to take back control of their financial future. The team at Proxima is committed to offering expert financial advice and education, guiding clients through key decisions such as designing super strategies and reviewing retirement plans. By staying informed about economic developments such as the Federal Budget and RBA rate decisions, Proxima equips clients with the information they need to make informed financial choices.
As a Corporate Authorised Representative of Paragem Pty Ltd, Proxima Financial Planning upholds the highest standards of professionalism and integrity in the financial services industry. With a focus on building long-term relationships with clients, Proxima aims to help individuals and businesses navigate complex financial landscapes with confidence. Whether it’s creating wealth, planning for retirement, or addressing specific financial needs, Proxima Financial Planning is dedicated to empowering clients to secure their financial future and achieve their goals.