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My responses are really to be read with respect to Karen Leehane. She has always exemplified what outstanding customer service looks like. Her compassion, understanding & willingness to go the extra mile along with the care & dignity with which she has always shown is so deeply appreciated. Thanks so very much Kaz – you make a huge difference.


The service I received met or exceeded my expectations.: 5/5

I believe my adviser and the team have the technical knowledge to meet my financial needs.: 5/5

My relationship with Centre of Wealth Accounting Services/Wisdom staff is strong and one of trust.: 5/5

I believe the advice provided will help me achieve my goals.: 4/5

I am satisfied with the value of advice I receive from my Accountant/financial adviser.: 5/5

How would you rate your experience with our support staff?: 5/5