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
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.
Penrith NSW 2750
If you are a first-time homebuyer, seeking to refinance your existing mortgage, or searching for the ideal loan to fund your property acquisition in Penrith, our expert team of mortgage brokers is here to support you. We provide a comprehensive array of property financing solutions tailored to help you realise your dream of owning a home.
Our services extend to numerous suburbs within Penrith, such as South Penrith, Glenmore Park, Cranebrook, Jamisontown, Emu Plains, Kingswood, Werrington, St Marys, Colyton, and Claremont Meadows. We pride ourselves on understanding the intricacies of these local markets, enabling our mortgage brokers to provide you with personalised advice that is perfectly suited to your specific situation.
In addition to our specialised property financing services, we offer a diverse portfolio of financial products designed to meet your unique requirements. Our offerings include personal loans, car loans, equipment financing, and debt consolidation loans, as well as various home loan packages, such as fixed-rate, variable-rate, and interest-only options.
Our team of dedicated mortgage brokers possesses the expertise and industry experience required to guide you through the often-complex process of securing the right loan for your needs. We collaborate closely with you, taking the time to understand your goals, needs, and financial situation. This enables our mortgage brokers to offer expert advice and tailor-made solutions that genuinely address your specific requirements.
By working with our mortgage brokers, you gain access to a broad network of lenders, giving you the best possible chance of finding a loan that meets your needs and budget. We are committed to simplifying the home loan process, ensuring you can navigate the financial landscape with confidence and ease.
Our customer-centric approach has earned us a strong reputation for delivering outstanding service and results. Our mortgage brokers strive to exceed your expectations at every step of the journey, from our initial consultation through to the successful settlement of your loan. We believe that clear communication and transparency are essential to building trust and long-lasting relationships with our clients, and our mortgage brokers are dedicated to keeping you informed throughout the entire process.
So why not take the first step towards achieving your property financing goals in Penrith? Schedule a conversation with our knowledgeable mortgage brokers today, and let us help you navigate the world of property finance with ease. Whether you are a seasoned property investor or just starting your homeownership journey, our team of mortgage brokers is here to provide you with the expert guidance, support, and personalised solutions you need to turn your dreams into reality.
As a leading Accountant in Penrith, we offer a comprehensive range of services including bookkeeping, payroll, taxation compliance, advice and planning, cloud accounting transitions, SMSF compliance, and assistance with tax audits and ATO disputes.
We are proud to be Xero Gold Partners, utilising this innovative cloud accounting software to simplify bookkeeping and streamline your business operations. Reach out to Tanti Financial Services, your trusted Accountant in Penrith, for a partnership committed to your success.
Tanti Financial Services is a comprehensive financial services provider that has been serving individuals, families, and businesses in the Greater Sydney region since 1987. The company offers a holistic approach to financial needs, which includes services in Financial Planning, Mortgage Broking, Insurance Services, and Accounting. They have built their reputation on quality service and their core company values of treating their clients like family, working together, being real people, and expecting professional accountability.
Their Financial Planning team is made up of highly qualified and experienced financial planners who specialize in advising on wealth creation strategies. These strategies help clients manage their current and future funds to achieve their long-term goals. Their comprehensive financial planning services include superannuation, personal insurance, retirement planning, investments and wealth creation, estate planning, budget and cash flow, debt management, and ongoing service.
Tanti Financial Services also has a team of specialist mortgage brokers who can assist clients in finding the right mortgage solution, whether they're first homeowners, investors, or looking to purchase their next property. They are committed to ensuring clients enjoy their journey for the life of their mortgage.
On the insurance front, Tanti Financial Services works for the client, not the insurer. They understand the risks businesses face and can negotiate more competitive pricing with access to policies from more than 150 national and international insurers, providing clients with better value on their insurance.
In terms of accounting services, Tanti Financial Services caters to a wide range of clients, including individuals, sole traders, partnerships, companies, trusts, and self-managed superannuation funds. They provide business accounting and tax consulting services across many industries, offering personalised services in all areas of business. This includes bookkeeping and payroll services, taxation compliance (including income tax, GST, and PAYGW obligations), taxation advice and planning, cloud accounting and transition to cloud accounting software, SMSF compliance, assistance with tax audits, ATO disputes and investigations, and business structure advice. They are also Xero Gold Partners, providing clients with access to cloud accounting software to simplify bookkeeping.
Tanti Financial Services is not just a financial services firm, but also a community-oriented organization. In 2014, they started hosting annual community events like Turn The River Pink and Charity Golf Day to raise funds for the Cancer Council.
Clients of Tanti Financial Services have expressed high levels of satisfaction with the service they have received, praising the team's professionalism, helpfulness, and dedication. Please note that while I was able to find a lot of information about Tanti Financial Services, specific details about some of their services might require direct contact with the company for the most accurate information.