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CCA Financial Planners - Docklands, VIC
- Finance
- Docklands, VIC
About this business
CCA Financial Planners is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been doing this service for over 33 years now. You can be assured to get only the best strategy and advice for all your financial planning and insurance requirements.
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 informative and is very helpful with our financial questions
Business response:
Thank you so much for your positive feedback! We're thrilled to hear that Marcello has been able to assist you effectively with your financial inquiries. We always strive to provide the best service possible, and it’s great to know that Marcello's efforts have made a difference. If you have any more questions or need further assistance, please don't hesitate to reach out. Thank you for choosing CCA Financial Planners!
We just did our first yearly review with Chris and have been blown away with how well things have gone. It’s such a supportive team and the guys have helped us navigate with govt depts that have made it so less stressful for us and we couldn’t be happier with everything they have done to make our retirement comfortable. One of the best decisions of our life was to come to CCA financial planners and can’t recommend them highly enough
Business response:
Thank you so much for your wonderful review! It’s been an absolute pleasure working with you on your financial planning. I'm thrilled to hear that you’ve found our team supportive and that we could help ease the stress associated with navigating government departments. As we’ve discussed, the markets do have their ups and downs, and it's expected to see some negative returns periodically—about once every five years. However, it’s the long-term strategy that truly counts, aiming for an average return of around 7% net annuall... read more
Chris as a broker and financial adviser is “ PURE” brilliant guy who is doing his job and on top of that he is brilliant Human being, what is very very unusual in this position,I owe him my life..He managed to safe my life twice …Seriously how can I repay someone like that and of course he keep doing his job.absolutely perfectly?I’m honour to know the guy!!!👍
Business response:
Dear Joe, Thank you so much for your incredibly generous review. We are genuinely touched by your kind words and deeply appreciate the trust you've placed in us. It has been our absolute pleasure to guide you through the various challenges and opportunities that life has presented. Knowing that we've made such a significant impact is the greatest reward we could ask for. Please rest assured that we always have your best interests at heart, and we are committed to continuing to provide the support and advice you need. We ... read more
Great service and excellent outcomes
Business response:
Anthony, your 5-star testimonial on Birdseye has truly brightened our day! 🌞 We are beyond grateful for the opportunity to journey with you towards achieving excellent outcomes and securing a confident path to retirement. Your trust in our service and the fantastic results we've achieved together are the highest rewards for our team. Seeing your satisfaction and knowing we've played a role in making your financial future brighter is what motivates us every single day. And your generosity in referring your beloved family a... read more
Thank you for your great service. Each person we have dealt with have been very supportive and helpful in every aspect. We couldn’t manage our finances the way you do. We are most appreciative that you address all new changes and keep us up to date with everything you do for us. Well done guys, thank you 👍
Business response:
Hi Jenatte, A Big thanks for the awesome review! We're super pumped to hear you’ve had a great experience with our team at CCA Financial Planners. Going above and beyond for our clients is what we live for, and it's fantastic to know we've hit the mark in helping you manage your finances. Keeping you in the loop with all the new stuff and making sure you're up to speed is really important to us, so it’s great to see you appreciating it. Your shout-out is a huge boost for us and keeps us motivated to keep doing what we do b... read more
Like allways a pleasant experience dealing with Chris and his team Chris always puts my mind at rest knowing that they are doing there best for my interest. Stephan
Business response:
Hey Stephan, Wow, thanks for the amazing shout-out! It’s always a pleasure to look after you, your family, and the friends you send our way. We’re truly honored to have your trust and to play a part in your financial journey. Hearing that we can put your mind at ease means everything to us. You knowing that we're all in, doing our best for your interests, is exactly what we aim for. Your continued support and the referrals mean the world to us. Thanks a million for being such a fantastic part of the CCA Financial Planner... read more
Marcello & his team are fantastic! So professional and easy to work with, nothing is ever a problem. Marcello is so generous with his time & has helped us enormously. Love working with CCA and having all our needs taken care of. Highly recommend the superb CCA team x
Business response:
Thanks Kendrea! We appreciate your kind words and are delighted to hear about your positive experience with our team. Thank you for recommending CCA Financial Planners. Cheers Marcello
Both my husband and I have been clients of CCA for just over a year. Truthfully, we were slightly scared at the beginning as you have to put your trust and your future savings in their hands. Further, it was all new to us as our parents never sought advice from anyone. (I wish they had). A year on we couldn't be happier. The staff are so professional, and welcoming. The staff have also assisted in other matters and I must say their patience and professionalism is outstanding. We highly recommend CCA Financial Planners. Reg... read more
Appreciated the advice, Marcello was very engaging, felt comfortable. I left feeling very relieved to know my future financial plans. He provided very professional advice and would highly recommend him to anyone. I already have advised anyone I have spoken to use his services. He is responsive, with phone calls, emails, very efficient.
Business response:
Thank you Georgina for the lovely feedback. More importantly, it’s great to know that you are feeling comfortable about your future retirement plans. We look forward to continuing to work with you.😊
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 5 star rating with 37 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.
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