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
Penrith NSW 2750
No loan too small, no situation too hard. Our main goal is ease of access to financial products that best suit your needs and desires.
First Home Buyers? Our number one goal beyong just getting the loan organised is making sure you are well prepared to buy a property. Having the money to buy a property is hugely important obviously but making sure you know how to make your loan work for you post home ownership is just as important. You’re not just a transaction.
Apart from helping First Home Buyers we also assist with the more common scenarios such as those looking to refinance for a better rate, home improvements and investment purposes. I have access to over 60 lenders and all of their products. Being a large family owned brokering group we are even able to negotiate a better rate with your current bank and a lot of the time we can do this in front of you in a matter of minutes.
BELL PARTNERS FINANCE IS ONE OF AUSTRALIA’S LEADING PRIVATELY OWNED CREDIT ADVISORY FIRMS
Bell Partners Finance is the newest and fastest growing division of our award winning firm.
We have accreditation with over 30 residential and commercial lenders. This includes the major banks, second tier and specialist lenders.
Bell Partners Finance also has the relationships in place to cater to the finance needs of large business and for major development finance.
Whether you are a first home buyer, a small to medium business or a seasoned property investor, our finance division will deliver the highest level of individual service while sourcing the most competitive rates in Australia.
At Bell Partners Finance our highly qualified and dedicated advisers provide credit and loan structuring advice for the following type of loans:
– Residential home loans for first home buyers, owner occupiers and investors
– Self-Managed Super Fund property loans
– Commercial property loans
– Business, vehicle and equipment finance
– Cash flow financing
– Trade finance
– Development finance up to $200m
Other in-house services include Financial Planning, Legal and Conveyancing, Tax Advice and Accounting, Insurance Broking, IT and Communications.