Financial Services

Pinnacle is a long standing local firm. We offer a wide range of tax, accounting and other services including:
- Tax and Accounting compliance services [such as financial statements, tax returns & BASs] for all types of entities
- Auditing Services
- Advanced Tax & Asset Planning
- Financial & Estate Planning
- Home Loans
- Equipment & Motor Vehicle Loans
- Insurance Services.

IMB is one of Australia’s largest building societies with assets of more than $4.5 billion and around 180,000 members. Established in 1880, we are also the longest standing Building Society in NSW.

IMB offers full-service face-to-face and electronic banking facilities including home and personal lending, savings and transaction accounts, term deposits, business banking, financial planning and a wide range of insurance products.

“At Complete Taxation Solutions we promise a mutually respected, loyal relationship that provides smart meaningful advice with prompt proactive service.

We strive for a complete understanding of your tax affairs to get you the best possible outcome. We also make sure you are completely informed of your business and tax obligation by explaining complex tax matters in a language everyone can understand.

The Mission of SCU is to be a Responsible and Generous Provider of financial solutions, striving for the prosperity and wellbeing of our two most important assets - our Members and our Staff.

Different companies see the world in different ways. Some spot a customer and turn their mind to how much money they can make from them. We don’t. In fact when you talk with anyone at SCU, you’ll find a refreshing approach.

The Commonwealth Bank is one of Australia's leading financial institutions with businesses in New Zealand, Asia and the United Kingdom. We are positioned for future growth, and aim to provide accessible banking and financial services for all Australians; fair, safe, challenging and rewarding employment for staff and to reward all shareholders through dividends and capital growth.

“The future is not some place we are going, but one we are creating.”

At Keystone Partners, our core philosophy is 100% encapsulated in the above quote. Our belief is that one has to be proactive in order to achieve their financial and lifestyle goals. If you are proactive, if you clearly set your goals, if you take action to achieve your goals………then you are creating your future now.

CIB was established in 1985 to provide clients with proactive, personal & professional advice.

Since its inception CIB has enjoyed continued growth & is committed to becoming the number one accounting firm in Western Sydney by delivering on our promise & providing a holistic approach for the financial needs of our clients.

CIB are professional chartered accountants & advisers, registered tax agents, registered auditors and financial planners with offices operating in Parramatta Penrith & Sydney.

• We are one of the five largest and most successful companies in Australia, and we are the number one bank in New Zealand.
• We have assets of AUD$335 billion.
• We have 1,265 worldwide points of representation and 781 branches in Australia.
• We have operations in Australia, New Zealand, Asia, the Pacific, UK/Europe and the USA, including our technology and operations centre in Bangalore, India.
• We have 291,262 shareholders

National Australia Bank personal banking financial solutions include internet banking, accounts, insurance, credit cards, home loans and personal loans. Our business bankers are here to support your business.

A & R Financial Planners is an energetic & innovative practice.Our advisers are qualified Certified Financial Planners who have been in Penrith for over 25 years. We give Financial advice which is Clear, Specific and Tailored.

We provide advice on:
-Retirement Planning
-Self Managed Superannuation Funds
-Superannution
-Investments
-Personal Insurances

A & R Financial Planners is your key to sound personal advice.

Australia's First Bank offer a range of innovative financial packages to suit your needs.Westpac offers online banking, everyday transaction accounts, savings accounts, bank accounts, home loans, mortgages, investment loans, personal finance,overseas services and more.

Finding the right home loan for your situation is never easy, so why take on all the work yourself? As your local mortgage brokers in Blue Mountains and Penrith we take the work out of selecting your home loan. We listen to your needs and go to work researching mortgages and home loan products to shortlist the home loan from our panel of lenders that is best suited to helping you achieve your property ownership dreams.

"Tactical Solutions is a business that provides specialist advice in retirement, superannuation, investment and insurance packages for individuals, families and businesses.

We take the time to fully understand client needs and goals and then simplify the complex area of financial planning to provide an individual solution.

We implement product solutions consistent with our advice and provide client service excellence. We partner with accountants, solicitors and mortgage professionals to ensure all your financial needs are met."

Bank of Queensland is Australia’s fastest-growing retail bank with a network of more than 200 branches, and one of the country’s top 150 listed companies.

During its rich 133-year history, it has grown hand-in-hand with Queensland. An aggressive interstate expansion program made possible by the Bank’s unique

Owner-Managed Branch Model has seen the Bank achieve a national reach in 2007, with branches in every Australian state and territory.

Benice Kilner and Tuula Blackley, are the Principals of Penrith Small Office Solutions Pty Ltd (SOS). They provide MYOB consulting, bookkeeping and payroll services, both being MYOB certified consultants.

The Profit Mentors is a full service greeting card mailing company located in Penrith, New South Wales, Australia. We provide customised and personalised greeting card for a wide range of companies such as, but not limited to, Real Estate Agents, Mortgage & Insurance Brokers, Financial Planners, Florists, Dentists, Chemists, Lawyers, Restaurants, Pet Suppliers, Fitness Clubs, Motor Vehicle sales and repairs, Web Designers, Personnel Agencies, Accountants etc.

The True Accounts approach is ideally suited to growing and successful businesses which value financial discipline and high-quality reporting.

Anne started her accounting practice in 1999 after a career as a general manager.

- CPA and Registered Tax Agent
- Hands-on experience in a wide range of industries
- Management experience in small to medium-sized businesses, including international, from general manager to CEO and Board.

Established in 1999, Smartline is an Australian-owned finance broker with over 200 franchise owners throughout Australia.

Smartline is committed to set the benchmark in Australia for mortgage advice and client care.

With over 30 years of banking and lending experience, Greg Murray is a mortgage broker who has an immediate edge over his competitors.

Bankwest is a wholly owned subsidiary of the Commonwealth Bank of Australia and a full service bank. Bankwest is active in all market segments, and its lending is diversified between the business, rural, housing and personal markets, including the full range of deposit products.

Established in 2004.

Robert Glascott has been involved in the financial services arena for the past 31 years including banking and finance.

Robert has worked for both large institutions and small business giving him a wide cross section of experience with which to deal with the concerns of the people of Penrith.

At TRACE we understand that people are unique, businesses are unique, and your situation is unique.

To this end we are dedicated to providing timely, accurate solutions tailored to suit individual needs. We will work alongside you with the aim of not only solving problems that arise, but helping you reach your financial goals.

Our firm employs an experienced team of highly qualified and motivated individuals who strive to provide a high level of service.

At Sunsuper we’re all about making it easy for you to manage super and securing the financial freedom of your employees once they finish work.

We’re one of Australia’s largest, and most awarded super funds. In fact, we’ve been awarded both SuperRatings Fund of the Year and Money magazine’s Best of the Best Super Fund Manager for both 2012 and 2013.

Our company has been serving the local community since 1948. Originally based at St Marys we relocated to Penrith in 1999 to expand our business but maintain our local client base.

Our principal, Ross Fowler, is well known in the local area for his contribution to Penrith Council and his involvement in many local community committees.

We offer an extensive range of accounting and financial services including:

All Taxation Matters
Auditing
GST Consultants
Monthly Accounts preparation
Business Plans
Cash Flow Budgeting
Business Acquisition and Expansion

St.George Bank is one of Australia's leading Retail and Business Banking brands, serving over 2.6 million consumer, business and corporate customers in Australia. In 2008, St.George and its South Australian brand, BankSA, became part of the Westpac Group. With more than 5700 staff and 396 St.George and BankSA retail branches, St.George is known for exceptional service, innovative, award-winning products, and specialist financial advice for retail and business customers.

Pay Solutions is a national company established over 8 years ago which specialises in the facilitation of automatic payment systems into a wide range of industries. Pay Solutions also developed the Salon One Client Membership Program which is used by salons Australia wide.

At Positive Balance Bookkeeping we are keen to see your business grow and can help you achieve this with a confidential bookkeeping and administration plan to suit your business needs, allowing the business owner to spend more time in developing their business and to achieve its greatest potential. We have been established for seven (7) years and service the Penrith, Lower Blue Mountains, Richmond, Windsor, Rouse Hill areas.