We will ensure you have the correct cover to recover from life’s challenges.
It makes sense to maintain all your financial and taxation data in one place.
" My wife and I are new clients to the Centre of Wisdom and was introduced to Darren Putland via a third party organisation. At first like most, I was sceptical and reserved my possible judgement. I quickly realised that the Centre of Wisdom is exactly the type of company that my wife and I needed as a business partner to our personal equity and life-strategy. I take my hat off to Darren Putland in particular; he operates his organisation from the front, leading by example, he meets each of his clients personally and nothing within his scope of work is a problem. Darren and his team are consummate professionals, not at all pushy in selling you anything, attentive listeners and offer professional general advice and financial recommendations. The team is made up of hands-on personnel each has a portfolio area associated with their line of work. Darren has a wealth of knowledge, he will go out of his way to tailor a solution to your particular needs and acts in the best interests of his client. His team is efficient and friendly. I am no personal friend nor relative of Darren's but I appreciate already after 2 meetings with his valued contribution to my wife and I and can recommend his services and those provided by Centre of Wisdom. Finally I am available to talk to or email should you desire clarification on the above statement of recommendation by me.
Your team at the CWW Group Pty Ltd understand the trust you place in our hands when you ask us to design strategies to better manage your retirement saving, to ensure your family lifestyle and the assets that you have worked hard to build are protected and that to ensure all potential tax savings have been taken into account when completing your personal or SMSF tax return.
Specialising in the field of Self-Managed Super Funds (SMSF) our team of Accountants and Financial Planners understand there is a lot more to SMSF than just the set up and yearly tax return. We work closely with you to help design a specific strategy for your retirement money and the help monitor this each year to ensure you stay on target.
Although we operate in a complex financial world, the service we offer is simple. We work with our clients to set their financial and lifestyle targets - and then we help them reach them. Our recommendations are founded on a detailed analysis of your personal needs, goals, circumstances and values.
Our service is boutique. Which means we don't offer off-the-shelf solutions. Every client has their own needs and goals and each of our plans is individually designed to match.
Our client’s love having their Accountant and Financial Advisor in one office working as a team of advisers on their best interest. Different licencing laws in place these days means if you are working solely with an Accountant or a Financial Planner you are not getting a full and rounded opinion on the best way forward.
There is a saying “ it takes 10 years to become an over night success”. We take this as you entrusting us to keep you on track with your financial goals over the coming years. At tax time we take the opportunity to make changes or recommendations for the year ahead to ensure your plan stays on track.