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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. |
Marcello ,is very good in the way he explains things and makes sure I understand exactly what we are doing with my fund. Very happy with Marcello
Thank you to CCA Financial Planners for directing us towards our future goals. It is wonderful to have your trust and support, cetainly means a lot to us. The team are absolutely amazing to work with throughout the set up of all our accounts. Chris, Terry, Flora and Adye, couldnt ask for nicer people to deal with and huge thank you for all the patience and help understanding our goals. Will certainly recommend this company in the future.
Business response:
Thank you, Sue and Michael, for your wonderful 5-star review! 🌟 Both my team and I have thoroughly enjoyed working with you and helping you work toward your future goals. It’s great to hear that Terry, Flora, and Adye made the process clear and enjoyable along the way. We truly appreciate your trust and your kind recommendation. Cheers, Christopher Cachia / DipFp
Very helpful and quick.
Business response:
Thank you, Shona, for your lovely 5-star review! 🌟 It’s great to hear that Paul was able to assist you promptly and helpfully. We truly appreciate you taking the time to share your feedback and your confidence in our team. Cheers, Christopher Cachia / DipFp
I have been very fortunate to be able to work with Anjali in helping to set up my retirement. Her thorough professionalism and astute advice is complemented by a friendliness and understanding that puts the client at ease. She was able to make the complicated accessible.
Business response:
Thank you, Stephen, for your wonderful 5-star review! 🌟 It’s fantastic to hear that Anjali’s professionalism and thoughtful approach made planning your retirement both clear and comfortable. We truly value your kind words and are so pleased that you felt supported throughout the process. Wishing you continued success and peace of mind in this next stage of life. Cheers, Christopher Cachia / DipFp Mobile: 0418 360 771
Earlier communication indicated we didn’t have to change much. Now we have to consider the “pension” method, which we are finding stressful. We are not sure we want the big total reduced too much.Anjali is fully aware of our concerns, and is very patient with us.
Business response:
Thank you, Ken, for your open and honest feedback, we truly appreciate you taking the time to share your thoughts. I can see that you’ve booked a second appointment with Anjali to go through your concerns in more detail. She’ll be able to provide further clarifications and insights to ensure you have a comprehensive understanding so you can make an informed choice that feels right for you. Either way, we’re here to support you — whether you decide to keep things as they are or explore an upgrade with the various benefits av... read more
Did not really understand the changes that were suggested
Business response:
Thank you, Ken, for your honest feedback — we really appreciate you sharing your thoughts. It’s important to us that you feel confident and fully understand any recommendations made. I can see that you’ve booked a follow-up appointment with Anjali, which will be a great opportunity to go through the suggested changes in more detail and ensure everything is clear and comfortable for you. We truly value your openness, and we’re here to guide you every step of the way whether you decide to keep things as they are or explore th... read more
As a relatively new client with CCA it is early days to be providing a genuine testament to the outcome of my newly formulated financial plan. However, what I can say with certainty is that Chris and his team at CCA Financial Planners are extremely professional in their thorough planning and communication with clients. I have been impressed with Elton’s desire to ensure that CCA delivers their mission statement by providing clarity and confidence in developing my financial plan. Elton is extremely approachable , flexible a... read more
Business response:
Thank you, Neville, for your outstanding five-star review! We’re truly grateful for your thoughtful and detailed feedback. It’s wonderful to hear that you’ve felt supported and confident as a new client, and that Elton’s professionalism, responsiveness, and clarity have helped make the process a positive experience. We’re delighted that our team’s approach has given you confidence in your financial plan, and we look forward to building a long and successful relationship with you as we help you achieve your goals. Cheers, C... read more
We were warmly greeted and plenty of time was allocated for the discussion. Paul was very well prepared. Whilst we understood the discussion at a high level, the details left us a bit confused. For example, we're not really sure about what were Options A, B and C in the financial roadmap. It would have been good to have focused the discussion on these. Nevertheless, we "got" the overall concept of maximizing funds into superannuation accounts and we are interested to see the summary of the discussion, and to explore option... read more
Business response:
Thank you, Stephen, for your thoughtful four-star review and detailed feedback. We really appreciate you taking the time to share your experience. It’s great to hear that you felt warmly welcomed, that plenty of time was allocated for your discussion, and that Paul’s preparation helped make the overall concept clear. Thank you also for your feedback regarding the details of the options discussed. We look forward to providing further explanations on the various choices so that you feel confident, clear, and well-informed to ... read more
Tailored and thorough in the process by Marcello
Business response:
Thank you, Jonathan, for your fantastic five-star review! We really appreciate your kind words. It’s wonderful to hear that Marcello provided you with a tailored and thorough experience — that’s exactly the level of care and attention we aim to deliver to every client. We truly value your feedback and look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia CFP/ DipFp
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 307 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.