Apex Group – Accounting & Wealth Services

Apex Group – Accounting & Wealth Services
Business Genre:
Long Business Description:

We are a professional Chartered Accounting firm helping individuals and businesses with their accounting, tax needs, and their individual journey in growth. Our Accounting division has a range of accounting services, from handling small business tax, accounting and advisory needs, individual returns and self managed super fund accounting and audit needs.

Our Wealth services division provide foundation planning, from basic cashflow management, debt reduction, tax planning to building wealth through planning investments carefully achieving your vison and goals. On this journey we manage the risks through protecting your assets and more importantly your family through carefully structured personal insurance policies. For clients that are approaching retirement we carefully consider all aspects form Centrelink, social security benefits, tax strategies carefully crafting their retirement plan. We work to achieve our clients income and lifestyle needs so they can live their perfect retirement.

At Apex we are here to provide a supporting and engaging client experience to ensure you get the right financial support and services. Come speak to our financial experts and book in your initial cost and obligation free appointment

Business Website Address:
Business Phone Number:
0498 031 428
Business Contact Email:
Business Address:
95B Station Street, Penrith
Post Code:
2750

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