Financial Planning Services.

Centre Of Wisdom is here for all your financial service needs. We have the expertise and the experience to handle all aspects relating to current needs and future plans to keep you and your loved ones financially secure.

Investment Management

Our priority is helping clients achieve their investment goals with personalised and proactive advice. As an investor, you must consider investments that provide sufficient returns but you should also factor in risks.

Insurance Needs

Life insurance is a very personal product. There’s only one of you. And your cover needs to be tailored to your circumstances and your budget. The amount of cover you need and the types of cover you need, can vary greatly depending on your own individual circumstances.​

Super and Retirement

Since the 2008 GFC (global financial crisis) we have seen a fundamental switch away from the standard offering of super funds to Self-Managed Super funds (SMSF). This is due to investors seeing the need to be more diversified than what the standard super funds offer.
A very big thank you for assisting with my recent enquiry on behalf of my dear elderly 88 year old friend with some health concerns. We are so grateful that you were able to accomodate our request which avoided unnecessary visits. I have to say we have been delighted with all aspects of our communication with you…from the initial phone call to processing the income tax and the final correspondence. And thank you for your lovely telephone manner!
Thank you Cassie & CWWGroup!

Financial security now and into the future.

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Centre of Wisdom Pty Ltd ABN: 282 681 554 35 is a Corporate Authorised Representative (No: 305273) of PRP Financial Services Pty Ltd ABN: 77 635 551 227 AFS No: 521389.

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