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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 overall experience Anjil is obviously very knowledgeable about her expertise A lot of information to take in in the session, I took notes and will need to take time to reflect on the process
They did what I wanted it was good no stuffing around.
My wife, Anne and I have been seeing Paul now for a number of years and I've always found him to be helpful. We would have no hesitation in recommending him to anybody who was seeking financial assistance.
Always very helpful and Paul explains things clearly. Approachable and understanding.
We’ve only just come on board with CCA Financial, following Anjali from our previous advisors. Anjali and Chris have provided us with comprehensive advice that builds on our existing super fund’s structure but in a way that reduces our ongoing costs and tailors our portfolio to reflect our need for diversified and ethical investments. Anjali and Chris have clearly explained our options to us and in a way that gave us confidence in accepting their advice. This will see us smoothly ride out the ups and downs of the economy. W... read more
Business response:
Thank you so much, Chris and Geoff, for your wonderful 5-star review and for placing your trust in CCA Financial Planners. It’s been a pleasure welcoming you both on board and continuing to work alongside Anjali to build on your existing strategy. We’re delighted to hear that our approach has given you confidence and aligns with your goals for diversification and ethical investing. We truly look forward to supporting you through the journey ahead and helping you achieve long-term financial success. Cheers, **Christopher Ca... read more
Answered all my questions and gave advice on those questions which gave me clarity
Business response:
Thank you, Ron, for your 5-star review. I’m really pleased to hear that our advice helped provide clarity and answered your questions. It’s always our goal to ensure you feel informed and confident in your financial decisions. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Helpful overview and ideas Provided a clearer perspective on my financial situation Friendly, non overwhelming personality Special thanks also to Katarina (?) who works upstairs at the Camberwell Branch. She took my phone call after closing time and helped sort my frazzled mind from an incident after I’d left my Annual Review with Steve Perret. Thank you all Best regards Barbara Prior.
Business response:
Thank you, Barbara, for your wonderful 5-star review. It’s great to hear that you found the overview and ideas helpful and that your meeting provided clarity around your financial situation. We’re also delighted to know that Katarina was able to assist you when you needed support — I’ll be sure to pass on your kind words to her and Steve. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
My recent experiences working with Anjali to implement my financial plan was extremely positive, giving me confidence in the suggested strategies that will achieve my goals. Anjali walked me through the process, answered all my queries in detail and I feel that we have an excellent relationship whereby I can ask questions and be treated with respect and patience.
Business response:
Thank you, Heather, for your wonderful 5-star review. It’s fantastic to hear that your experience working with Anjali has been so positive and that the process has given you confidence in achieving your financial goals. We’re delighted that you feel supported and respected — that’s exactly the kind of relationship we aim to build with all our clients. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
It was great to actually talk with Paul ,as i am not a fan of doing things on the computer. Can ask questions and get an answer immediately.
Business response:
Thank you, Jennifer, for your 4-star review. It’s wonderful to hear that you enjoyed your conversation with Paul and appreciated being able to ask questions and get answers directly. We’re glad the experience was comfortable and suited your preferred way of communicating. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 325 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.