Penguin Financial
About the Business
Welcome to Penguin Financial, your trusted establishment for all your financial needs. Located in Helensburgh, Cemetery Road, 17, we believe that everyone should have their own personal financial consultant to guide them through life's big financial decisions. Whether you're saving for a home, buying an investment property, or insuring your life, our experienced consultant Ian is here to offer his personal service and expertise.
At Penguin Financial, we are dedicated to providing value for money and the lowest cost solutions to meet your needs. Our extensive panel of home loans is among the most competitive available, ensuring that you get the best deal possible. We also focus on your after-tax financial position, recognizing that minimizing taxes and costs can make a significant difference to your long-term wealth accumulation.
When it comes to your long-term financial goals, Penguin Financial is committed to looking after your interests and helping you take charge of your lifelong financial journey. We believe in focusing on the things you can control and tailoring our services to your specific needs. It is rare to find an individual in the financial services industry who can offer such breadth of advice and a personalized service, but Ian Pepper, our owner operator, has the highest qualifications and experience to provide just that.
As a Chartered Accountant, Ian offers advice with the utmost integrity and ethics. With a long track record of doing the right thing for clients, he has gained a reputation as a respected voice in the finance industry. Ian has also written a column in the Sunday Telegraph for a number of years and has contributed numerous articles to other publications. His approachable nature and willingness to assist makes him the ideal partner for any financial decision you face.
Penguin Financial is independently owned and operated by Ian Pepper from Stanwell Park, NSW. With extensive qualifications in accounting and finance, Ian is a highly qualified finance professional. Originally established as Property Penguin in 2006, we have recently broadened our services to include risk management and superannuation, leading to our name change to Penguin Financial.
Ian Pepper is an Authorised Representative of Podone Pty Ltd (ABN 27 160419134), AFSL 429718 for financial advice. He is also a Credit Representative (number 400134) of BLSSA Pty Ltd ACN 117 651 760 Australian Credit License Number 391237. With an MBA from Macquarie Graduate School of Management and diplomas in Finance Broking and Financial Planning, Ian's expertise is unmatched.
Conveniently located at Unit 9 Helensburgh Business Park, 17 Cemetery Road, Helensburgh NSW 2508, you can reach us at 02 4294 4780. Additionally, Penguin Financial is mobile and can come to you at a time and place that suits you.
Trust Penguin Financial to provide you with the guidance and support you need for all your financial decisions. Contact us today and let us take care of your financial future.
Photos
Location & Phone number
17 Cemetery Road, Helensburgh, New South Wales 2508, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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