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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. |
Very informative and caring.
We had our second meeting with Ben. He has always been helpful and has helped secure financial security now that we are retired. Many thanks and highly recommended.
Business response:
Thank you so much, Dianne, for taking the time to leave such a wonderful 5-star review! It is truly heartwarming to hear that Ben has been helpful and has played a part in helping you achieve financial security in your retirement. That is exactly what we are here for, and knowing that you feel supported and well looked after means a great deal to our entire team. We will be sure to pass on your kind words to Ben. It is always great to hear when our team members are making a real and positive difference in the lives of our ... read more
Anjali is extremely thorough in all aspects of the review, showing patience and understanding when I have not fully grasped some details. She is warm, friendly and caring and I am more than happy to entrust my finances to her, knowing that she will always do or suggest what is best for me.
Business response:
We sincerely value your wonderful feedback, Jennifer, and we are so glad to hear about your positive experience with Anjali. It is truly heartwarming to read that Anjali has been extremely thorough in all aspects of your review, and that her patience and understanding have made a real difference when working through the details with you. Knowing that her warm, friendly, and caring approach has given you the confidence to entrust your finances to her means a great deal to us. A 5-star rating is fantastic, and we are so plea... read more
Helpful, thorough. Anjali’s is patient and always answers my questions. She is a delight to work with. Thank you.
Business response:
Thank you for taking the time to share such a wonderful review, Sharon! It is genuinely lovely to hear that Anjali has been helpful and thorough in supporting you. Knowing that her patience and willingness to answer your questions has made a positive difference means a great deal to us. She truly is a delight to have on the team, and we will be sure to pass your kind words along to her. We are so grateful for your 5-star rating and for the trust you place in us. It is feedback like yours that reminds us why we love what we... read more
As always Paul is most helpful and informative. Always a pleasure to talk to. Nothing is too much trouble
Business response:
We are delighted to read your wonderful feedback, Sally! Thank you so much for taking the time to share your experience and for the generous 5-star rating. It is great to hear that Paul has been most helpful and informative, and that nothing is too much trouble for him. Knowing that every conversation is a pleasure is truly what we strive for, and your kind words will mean a great deal to him. Thank you again for your continued trust in us, Sally. We look forward to being of service to you for many years to come. Cheers, ... read more
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.
Business response:
We are overjoyed to read your wonderful review, Susan! Thank you so much for taking the time to share your experience and for giving us a 5-star rating. It is truly heartwarming to hear that you always come out of your meetings with Marcello feeling your money is in safe hands. Knowing that he explains things really well and listens to what you want means a great deal to us. That is exactly the kind of service we strive to provide every day. Thank you also for your kind words about recommending us to your friends. There is... read more
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
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 663 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.