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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. |
Before my retirement I was very unsure about our financial future and was referred to CCA financial planners and I have to say it has to be one of the best decisions of my life. I have been with them for 4 years now and our lives have been so less stressful to say the least. It’s very comforting having these group of wonderful people guiding us along through our retirement. Elton is definitely an asset to the firm and his team especially Dhruv is always kind and helpful with anything we need.
Very thorough explanation of what suits my finances best
Paul always greets us warmly even if we haven't seen him for some time. This is appreciated. He reviews our current circumstances and fully explains any suggestions for changes to our finances that he may recommend.
We were very happy with Ben’s explanations & felt comfortable with all decisions made.
Yesterday we had our annual financial plan reviewed by Paul Patman. As always, his advice was presented clearly and professionally , We left feeling comfortable that our funds will grow and be managed to give the best outcome possible
Hi Marcello, I just wanted to sincerely thank you and the team at CCA Planners for your advice, fast responses, and ongoing support throughout the insurance claims with Acenda. Your guidance has been greatly appreciated during what has been a difficult and important process. The professionalism, care, and prompt assistance from you and your team has made everything much easier to understand and manage. Thank you again for your continued support and for helping us through the claims process. It has been very much appreciated.... read more
Took the time to explain everything fully so that I felt with comfortable with the advice and can make an informative decision.
Marcello respects my wish to know my financial situation. He explains what I need to know in simple terms to me,my daughter & my son in law. If I don’t understand he is very patient & will repeat himself.
The information that was provided was understood and appreciated.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 560 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.