About Me

Strategic Advice - Lifestyle Focus. Helen is passionate about the difference financial planning advice makes to her clients' lives: For whatever happens next in life, Helen's clients can depend upon Proxima to provide advice solutions.Investment, Superannuation, Loans, Insurance and Wills are only a part of the total advice package.Proxima is really about creating financial solutions for people to provide peace of mind, knowing they are totally organised and have a plan to take them closer to their personal financial goals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Paragem Pty Limited
CERTIFIED FINANCIAL PLANNER®