Helen Janetzki
Proxima Financial Planning Pty Ltd
Gold
21 Yrs Experience
Rose Park, SA 5067
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.
My fees
I offer a free initial consultation for potential new clients.
Get in touch
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.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Proxima Financial Planning Pty Ltd
Level 2, 135 Fullarton RoadRose Park, SA 5067
Licensed by
Paragem Pty Ltd
AFSL 297276
