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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. |
Always a very comprehensive report! Thank you for taking the time to explain things to me! Steve always makes the meeting friendly and professional! Thanks in advance for preparing the Commonwealth Pension application!
Ben was well prepared & efficient as usual. He took us thru the data and explained where necessary.
It was good to catch up with Ben again for our Annual Review. We have trust in him managing our portfolio even if we don’t fully understand all the information and data he presents.
Very supportive and clear iinfomation. Helpful for me as I’m a bit of a layman on financial details.
We had a very professional consultation via Teams for our annual review. Everything is really well organised, with pre-meeting documents provided in a timely way, the appointment scheduled to our needs and helpful reminders. We are encouraged to be engaged, clarify our understandings in a relaxed and caring atmosphere. We feel very comfortable and secure with Marcello's management of our finances. This was our second meeting and we feel confident with Marcello's review and recommendations for the next 12 months as well as hi... read more
We needed to withdraw funds from our investment for house repairs and Anjali was so helpful.. She always returns calls promptly and it's a pleasure to deal with her.
The review was at our convenience as we had to cancel the first time. Thank you for sending me a paper copy of the details.
The adviser gave me some directions for future and helpful advise.
Business response:
Thank you for taking the time to share your feedback, Lesley, and for the 4-star rating! We truly appreciate it. It is wonderful to hear that our adviser was able to provide you with helpful advice and some clear directions for your future. That is exactly what we aim to do, and knowing it made a positive difference for you means a great deal to us. We hope to continue supporting you on your financial journey. If you ever have any questions or need further guidance, please do not hesitate to get in touch. Cheers, Christop... read more
Very informative ans supportive.
Business response:
Thank you so much for your wonderful 5-star rating, John! We are truly glad to hear that you found our service very informative and supportive. That is exactly what we strive to provide for every client who comes through our doors. It means a great deal to us knowing that you felt supported throughout the process. We believe that clear, helpful guidance is at the heart of what we do, and your kind words remind us why we are so passionate about what we do. We look forward to continuing to support you on your financial journ... 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 674 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.