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CCA Financial Planners
- Finance
- Docklands, VIC
About this business
Location details
Level 15/401 Docklands Drive, Suite 19, Docklands, VIC, 3008, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 8:00 p.m. | |
| Tue | 8:00 a.m. to 8:00 p.m. | |
| Wed | 8:00 a.m. to 8:00 p.m. | |
| Thu | 8:00 a.m. to 8:00 p.m. | |
| Fri | 8:00 a.m. to 8:00 p.m. | |
| Sat | 8:00 a.m. to 8:00 p.m. | |
| Sun | 8:00 a.m. to 8:00 p.m. |
Helpful, thorough. Anjali’s is patient and always answers my questions. She is a delight to work with. Thank you.
As always Paul is most helpful and informative. Always a pleasure to talk to. Nothing is too much trouble
I always come out of my meetings with Marcello feeling my money is in safe hands. He explains things really well and listens to what I want. A great service, would recommend to all my friends.
Thorough, helpful discussion, no jargon. Always appreciate the time and knowledge of my portfolio.
Business response:
Thank you for your review, Rita! We are so pleased to hear that your discussion was thorough and helpful, and that we were able to keep things clear and free of jargon. That is something we genuinely care about, making sure every conversation feels straightforward and easy to follow. It is always wonderful to know that you appreciate the time and knowledge shared around your portfolio. Your trust means a great deal to us, and we look forward to continuing to support you on your financial journey. Thank you for taking the t... read more
Comprehensive review with all details covered in a simplified manner.
Business response:
Thank you for your review, Andrew! We are truly grateful for your kind words and your wonderful 5-star rating. It is great to hear that you found our review process comprehensive, with all the details covered in a simplified manner. Making sure everything is clear and easy to understand is something we genuinely care about, so knowing that came through for you means a lot to us. We appreciate you taking the time to share your experience, and we look forward to continuing to support you on your financial journey. Cheers, C... read more
It is always a pleasure meeting with Ben. We walk away feeling quite confident that our funds are in good hands
Business response:
Thank you for taking the time to share such wonderful feedback, Jan! We are truly delighted to hear that your meetings with Ben leave you feeling confident that your funds are in good hands. That sense of trust and assurance is exactly what we strive to provide every single time. It is always a pleasure knowing that our team is making a genuine difference for our clients, and your kind words mean a great deal to us. We will be sure to pass on your lovely feedback to Ben. Thank you for your continued trust in CCA Financial ... read more
The professional help and guidance I receive from Marcello is absolutely brilliant. He listens and puts forward great idea ideas and strategies that help me feel confident I’m in good hands.
Business response:
Your positive experience means a great deal to us, Tony! Thank you so much for taking the time to share your feedback and for giving us a wonderful 5-star rating. It is genuinely heartwarming to hear that the professional help and guidance you receive from Marcello has made such a positive difference. Knowing that he listens carefully and puts forward great ideas and strategies that help you feel confident you are in good hands is exactly what we strive for at CCA Financial Planners. We are truly grateful to have you as a ... read more
Ben, thank you for your care and attention to our financial planning and future direction. I am replying by text because I am having difficulty negotiating your review processes. Once again, thanks for all your help. Peter and Helen
Business response:
We are overjoyed to read your kind words, Peter and Helen! Thank you so much for taking the time to share your experience, and for your generous 5-star rating. It is wonderful to hear that Ben provided you with the care and attention you deserved when it comes to your financial planning and future direction. Knowing that our team has been able to support you both means a great deal to us. We also appreciate you mentioning the difficulty you experienced with our review process. Your feedback is valuable, and it gives us an ... read more
Due to recent surgery Angelea offered to come to my home for an Investment Review which was very much appreciated. As a result I am more comfortable with CCA as changes in company can be a little uncomfortable. Through her explanations & openness to my questions Angelea has built the confidence needed to trust ACC. Having navigated the review in detail I have gained a clearer understanding of the processes of the company & the resulting benefits. Thanks Angelea for enabling this all to happen assisting me to still feel in co... read more
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 660 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.