Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
2
self-reported 2–10 band
Founded
2006
20 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
PROXIMA FINANCIAL PLANNING PTY LTD
ABN69108042708
Legal entities
Show as table · Proxima Financial Planning: 1 registry entity
| PROXIMA FINANCIAL PLANNING PTY LTD | ABN 69108042708 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Understanding your goals, aspirations and lifestyle dreams is the cornerstone of our approach at Proxima Financial Planning.
We tailor your financial plan to your priorities at every stage of your life.
Proxima means "next" in Latin and this represents how we work at Proxima. We aim to be foremost in your mind, for whatever happens next in your life.
We pride ourselves on developing strong personal relationships and providing skilled, tailored and empathetic advice.
Everyone has individual needs and priorities. Tell us what you truly want out of life. We'll work closely with you on a financial plan to plan make it happen, and help keep you on track. We aim to guide you as coach, adviser, mentor and project manager of your financial life.
Helen Janetzki and Proxima Financial Group t/a Proxima Financial Planning are authorised representatives of GWM Adviser Services Limited ABN 96 002 071 749 an Australian Financial Services Licensee Register Office at 105-153 Miller Street North Sydney NSW 2060.
Specialties
- insurance
- retirement planning
- investments
- aged care
- financial planning
- debt restructuring
- superannuation
- wealth creation
All 11 specialties
- Financial Planning
- Wealth Creation
- Retirement Planning
- Investments
- Superannuation
- Insurance
- Aged Care
- Debt Restructuring
- Business Agreements
- Wills and succession planning
- Financial Planning for Women
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 2; 135 Fullarton Road; Rose Park, SA 5067Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
1 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
Which legal entity operates under Proxima Financial Planning?
One South Australia entity on the ABR: PROXIMA FINANCIAL PLANNING PTY LTD (ABN 69 108 042 708), high confidence.
How many people work at Proxima Financial Planning?
2 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Proxima Financial Planning have offices?
One address on record, Australia only. Primary: Level 2, 135 Fullarton Road, Rose Park, SA 5067.
Has Proxima Financial Planning raised funding?
None linked to this brand.
What does Proxima Financial Planning list as its specialties?
11 tags on the brand's own list, among them insurance, retirement planning and investments.
Which companies are listed alongside Proxima Financial Planning?
Seven peer profiles on record: Callaghans and Bellwether Wealth Strategists.