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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. |
Good straightforward advice, clearly explained.
Very happy with Elton’s advice thank you. We look forward to future engagement with the Company. And we would certainly recommend Elton to others looking for financial advice.
Steve was thorough and explained things in an uncomplicated way. He made us feel welcome and important. Thanks Steve
I am very pleased overall. I went in with a pretty good idea what I was looking for, and Marcello was very helpful in offering a few additional suggestions. Transparent with all of the costs. Very personable and easy to deal with. Would recommend
Business response:
Thank you so much for the fantastic 5-star review, Craig and Sarah! We’re delighted to hear that you came in with a clear vision and that Marcello was able to enhance it with thoughtful suggestions tailored to your needs. His transparency around costs and personable approach are qualities we truly value, and it’s great to know they made your experience a positive one. Your recommendation means a lot to us — it’s always rewarding to know our clients feel supported and well-informed throughout their financial journey. Cheer... read more
I was very appreciative of the time & effort that Elton has put into developing & producing my Statement of Advice. I have found the whole experience to be easy & stress free. It has been a pleasure dealing with Elton on a subject that in the past I've viewed as a 'necessary evil'. I look forward to continuing my association with CCA & am hopeful of fruitful & satisfying results.
We’ve had an excellent experience working with Chris and Marcello at CCA Financial Planners. Their financial advice has been consistently professional, comprehensive, and clearly presented, with strong communication throughout the year. Their guidance on retirement strategies leading up to retirement has been especially valuable, helping us feel confident and well-prepared for the future. We highly recommend their services to anyone seeking expert financial support with a personal touch.
Business response:
Thank you so much for your thoughtful 5-star review, Steven & Judy! We’re truly grateful for your kind words and thrilled to hear that your experience with Chris and Marcello has been excellent. It’s especially rewarding to know that our retirement planning guidance has helped you feel confident and well-prepared for the future — that’s exactly the kind of support we strive to provide. Clear communication and a personal touch are at the heart of what we do, and we’re so pleased that came through in your experience. Your re... read more
Great to talk to Steve about how to manage our finances better. His advice is looking for the best way for us to maintain a good living standard and extend the longevity of our income.
We were made to feel at ease on arrival. The offices were very inviting. It was great to see Ben again. He certainly explained our financial journey in a way that was easy to understand and follow. I have every confidence that he has our best interests at heart.
As usual great experience very informative Answered all questions to my satisfaction so I am extremely happy to continue was CCA financial planners
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 292 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.