WiZDOM is a group of highly skilled professionals who aim to provide a comprehensive range of professional services for the serious property investor. The WiZDOM Group is driven by Knowledge, Experience and Integrity

We take a holistic approach and endeavour to assist our clients create wealth by providing strategic and detailed asset protection, structuring, taxation, finance, legal and insurance advice.

Each group of professionals can work independently of each other or as a “One Stop Shop” working together for the good of our clients providing streamlined property investment services.

The Professional Services provided by WiZDOM are:

WiZDOM Loans 
- Finance Strategy and Support
- Investment Lending
- Development/Commercial Finance 
- Complex Loan Structuring and Advice

WiZDOM Accounting 
- Property and Business Tax Advice 
- Tax Return Preparation and Lodgement
- Year End Tax Planning
- Bookkeeping and Cloud Accounting
- SMSF Compliance and Annual Audit

WiZDOM Advisory
- Superannuation Advice and Consolidation
- SMSF Set Up and Implementation
- Ongoing SMSF Strategy Advice
- Estate Planning
- Property Investment Advice
- Personal Insurance Advice 
- Business Risk Insurance 

Investor Pacific Structures
- Asset Protection Structures
- Company/Trust Set Up with Legal and Accounting Advice

Pacific Law 
- Conveyancing - QLD, NSW, VIC, WA
- Companies and Trusts - structures for business and investing
- Business - buying and selling, Leases and Franchises
- Property Development and Joint Ventures 
- Succession Planning 
- Wills and Power of Attorney
- Deceased Estate 
- Retirement Villages, Manufactured Home Park or Aged Care Facility - sales and purchase advice.


                                                  Knowledge | Experience | Integrity

Accounting

Legal

Property Development

Property Management

WiZDOM Group

WiZDOM Group's headquarters in Beresfield, Australia

Clint Ducat

Kandi Dunn

Jaclyn Rose

Diane Wilkinson

Andrew Kubenk

Stefani Pebriana

This department focuses on developing and implementing financial strategies to align with organizational goals.

Finance Strategy

This department manages financial reporting, budgeting, and advisory services to ensure the organization's fiscal health.

Accounting and Finance

This department provides administrative support and management services to enhance organizational efficiency.

Administration Services

This department manages financial planning, analysis, budgeting, and reporting.

WiZDOM Group

Org chart

Teams

Finance Strategy

Accounting and Finance

Administration Services

Finance Department

Offices

WiZDOM Group

Org chart

Teams

Finance Strategy

Accounting and Finance

Administration Services

Finance Department

Offices

Related companies