I founded Proxima over 20 years ago with the primary purpose of providing clients with a financial planning relationship to which they can turn, no matter what happens next in their lives. At Proxima, we provide strategic financial advice to clients, with a lifestyle focus.
Our clients love the peace of mind that our approach of a cool head, warm heart and steady hand brings. This comes from truly understanding what matter most to them and tailoring financial advice accordingly.
Our fees are based on the nature and complexity of advice provided. They are agreed after a complimentary initial consultation where we agree on the scope of advice.
Helen and her staff's caring and friendly nature are welcoming. Helen listens and tailors her advice to suit your needs. Helen's knowledge is all encompassing.
The staff at Proxima keep you updated throughout the journey to ensure the recommendations of your objectives and goals are met.
Would not hesitate to recommend family or friends to meet Helen for their financial planning needs.
Helen is fantastic
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2003
- Years of experience 20
- Certified Financial Planner (CFP)
Proxima Financial Planning Pty LtdLevel 2, 135 Fullarton Road
Rose Park, SA 5067
Paragem Pty Ltd