YOUR PERSONAL FINANCIAL CONSULTANT
We believe everyone should have their own personal financial consultant to guide them through the big financial decisions in life. From saving for a home, buying an investment property or insuring your life, there are many options available and so many things to take into account.
YOUR PERSONAL FINANCIAL CONSULTANT
We believe everyone should have their own personal financial consultant to guide them through the big financial decisions in life. From saving for a home, buying an investment property or insuring your life, there are many options available and so many things to take into account.
Meet Ian Pepper from Penguin Financial.
Ian has spent the last 20 years in all areas of finance and is pleased to offer his personal service and experience to you as your trusted financial consultant.
Meet Ian Pepper from Penguin Financial.
Ian has spent the last 20 years in all areas of finance and is pleased to offer his personal service and experience to you as your trusted financial consultant.
COMPETITIVENESS
All Penguin Financial products and services are focused on providing value for money and the lowest cost solution to meet your needs. The extensive panel of home loans are among the most competitive available.
TAX EFFECTIVENESS
Penguin Financial focuses on your after-tax financial position. Minimising taxes and costs represent a key opportunity to make a difference to your long term wealth accumulation.
FINANCIAL GOALS
Penguin Financial is committed to looking after the interests of your long term financial goals and will help you take charge of your lifelong financial journey by focusing on the things you can control.
WHY USE PENGUIN FINANCIAL?
It is uncommon in financial services to find one individual who can offer you the breadth of advice and a personalised service tailored to you. Owner operator Ian Pepper has the highest qualifications and experience in the financial services industry. As a Chartered Accountant you can be assured Ian will offer you advice with the highest integrity and ethics. Ian has a long track record of doing the right thing for clients and that is why he has become so highly recommended. Ian has become a respected voice in the finance industry and wrote a column in the Sunday Telegraph for a number of years as well as numerous articles in other publications.
Ian is very approachable and willing to offer as much assistance as you need for your situation and whatever financial decision you face.
MORE ABOUT IAN PEPPER
Penguin Financial is independently owned and operated by Ian Pepper from Stanwell Park, NSW. Ian is a highly qualified finance professional with extensive qualifications in accounting and finance. Penguin Financial commenced business initially as Property Penguin in 2006. The recent name change to Penguin Financial coincides with the broadening of services to include risk management and superannuation.
Ian is an Authorised Representative of Podone Pty Ltd (ABN 27 160419134), AFSL 429718 for financial advice.
Ian Pepper is also a Credit Representative (number 400134) of BLSSA Pty Ltd ACN 117 651 760 Australian Credit License Number 391237.
Ian became a Chartered Accountant in 1995 and trained in one of the largest accounting firms in the world working in Sydney and London. Ian also has an MBA from Macquarie Graduate School of Management and has diplomas in Finance Broking and Financial Planning.
Ian has become a respected voice in the finance industry and wrote a column in the Sunday Telegraph for a number of years as well as numerous articles in other publications. Ian is very approachable and willing to offer as much assistance as you need for your situation and whatever financial decision you face.
Reliable, uncomplicated advice on:
HOME LOAN SERVICE
- Advice on loan options and structure
- Arrange loan from beginning to end and beyond
- Home loans, investment loans, debt consolidation, etc
- First home buyers
PROPERTY ADVICE
- Research on properties
- Residex reports
- Negative gearing
- Assistance arranging inspections
RISK MANAGEMENT
- Advice on how to manage risks in your life
- Term life insurance
- Total Permanent Disability
- Trauma
- Income protection
SELF MANAGED SUPERANNUATION
- Setting up your own fund
- Borrow to buy investment property
Penguin Financial has two office locations for your convenience:
- Unit 9 Helensburgh Business Park, 17 Cemetery Road, Helensburgh NSW 2508 Ph: 02 4294 4780
Penguin Financial is also mobile and can come to you at a time and place that suits you.