WiZDOM - Beresfield, New South Wales

WiZDOM

WiZDOM is a highly regarded accounting firm and financial consultancy based in Beresfield, New South Wales, Australia. With a strong focus on personalized service and expert financial planning, WiZDOM has earned a stellar reputation in the industry. Located at Beresfield Business Centre, Unit 11/26 Balook Dr, Beresfield NSW 2322, the firm is easily accessible and offers a range of services including mortgage broking, financial planning, and accounting services.

The team at WiZDOM comprises experienced and knowledgeable professionals who are committed to helping clients achieve their financial goals. They take the time to understand each client's unique situation and develop tailored solutions that cater to their specific needs. Whether you're looking for guidance on investment strategies, tax planning, or mortgage options, WiZDOM has the expertise to help.

One of the standout features of WiZDOM is their commitment to accessibility. The office boasts a wheelchair-accessible entrance and parking, ensuring that all clients can access their services easily. This attention to detail sets WiZDOM apart from many other firms in the industry.

In addition to their exceptional service, WiZDOM has received rave reviews from clients. With an impressive average rating of 4.9 out of 5 stars based on 122 reviews on Google My Business, it's clear that clients value the personalized attention and expert guidance provided by the team. Many reviews highlight the dedication and honesty of the staff, with one client praising Trevor and Liz for going above and beyond to help with a challenging settlement.

If you're looking for a reliable and knowledgeable financial consultancy, look no further than WiZDOM. With their range of services, commitment to accessibility, and outstanding client reviews, they are a top choice for anyone seeking expert financial advice.

👍 Reviews of WiZDOM

Theresa D.

5/5

Just wanted to give a huge shout out to Trevor and his wife Liz from Wisdom loans. They have gone above and beyond to get a very challenging settlement across the line. I really appreciated their support, diligence, guidance and honesty 🙏 I look forward to continuing my journey with this incredible team.

Samantha K.

5/5

We have worked with Wizdom loans for a few years now, they have assisted us with multiple property loans. A big shout out to Gary our broker in QLD. He is always helpful & thinks outside the box in researching the best loan to fit our current situation, responsive, knowledgeable & has helped us with working through a challenging pre-settlement during the covid period. We appreciate all your efforts, Thank you👍🏽🙏🏽😃

Marita P.

5/5

I’ve worked with a lot of the professionals at Wizdom, accounting, finance strategy and advice. Their expertise In property is invaluable, they’re very responsive and the advice given by Clint was clear and understandable even for Self Managed Super. It was targeted to my situation and made it easy to decide what was right for me. Highly recommended for expertise and professionalism.

LT I.

5/5

Wizdom has great services. We love using Wizdom portal where we can look at our whole portfolio with all relevant information and we can update them anytime, but best is for their brokers to have all of our current and necessary details relates to finance process if there is any need. Andrew Kubenk has youtube channel and updates email on market and finance which keep us informed and its very informative and helpful.
Recently we had our portfolio refinanced for further investment purchase and we had the opportunity to work with Stefani Pebriana. Her professionalism, understanding, dedication and attention to details has been the best experience so far for us when working along with a broker. We can not wait to to continue to work with her for our next steps. THANK YOU SO MUCH STEFANI. Lan and Julian.
Ah forgot to mention Wizdom accounting team, I know they are always busy but my senior accountant-Simon McClean and Donna are my life saver too with hundreds of questions,queries , meetings and they are always there for our needs. Working with the same team for accounting and financing and legal are the most pivotal process in your investment journey. THANK YOU ALL.

Dee N.

5/5

Great financial central website, user friendly. I have worked with Simone - a Very helpful broker and strategy planner - to help me getting market ready and planning strategy to reach my goals sooner. Very happy with the prompt communication and information from Wizdom team.

Mitchell P.

5/5

I had my company trust structure set up from the team to enable me to do my Real Estate flip deals was a smooth process. They asked all the correct questions to make sure that what I wanted. That’s what I needed highly recommended.

Melissa G.

5/5

Wizdom Loans were a great help finding finance for my property deal - they didn’t gave up after a couple of difficulties. I’m happy to recommend them to anybody, and I certainly plan to continue using them for future deals.

Anthony H.

5/5

I have just had an excellent experience with Wizdom. Stefani Pebriana was an absolute pleasure to deal with. I would not hesitate in recommending her to assist you with your finance requirements.