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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. |
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
The professional help and guidance I receive from Marcello is absolutely brilliant. He listens and puts forward great idea ideas and strategies that help me feel confident I’m in good hands.
Business response:
Your positive experience means a great deal to us, Tony! Thank you so much for taking the time to share your feedback and for giving us a wonderful 5-star rating. It is genuinely heartwarming to hear that the professional help and guidance you receive from Marcello has made such a positive difference. Knowing that he listens carefully and puts forward great ideas and strategies that help you feel confident you are in good hands is exactly what we strive for at CCA Financial Planners. We are truly grateful to have you as a ... read more
Ben, thank you for your care and attention to our financial planning and future direction. I am replying by text because I am having difficulty negotiating your review processes. Once again, thanks for all your help. Peter and Helen
Business response:
We are overjoyed to read your kind words, Peter and Helen! Thank you so much for taking the time to share your experience, and for your generous 5-star rating. It is wonderful to hear that Ben provided you with the care and attention you deserved when it comes to your financial planning and future direction. Knowing that our team has been able to support you both means a great deal to us. We also appreciate you mentioning the difficulty you experienced with our review process. Your feedback is valuable, and it gives us an ... read more
Due to recent surgery Angelea offered to come to my home for an Investment Review which was very much appreciated. As a result I am more comfortable with CCA as changes in company can be a little uncomfortable. Through her explanations & openness to my questions Angelea has built the confidence needed to trust ACC. Having navigated the review in detail I have gained a clearer understanding of the processes of the company & the resulting benefits. Thanks Angelea for enabling this all to happen assisting me to still feel in co... read more
Business response:
Thank you so much, Frances, for your wonderful 5-star review and for taking the time to share your experience with us! We are truly glad that Anjali was able to come to your home for your Investment Review, especially given your recent surgery. Your comfort and wellbeing are important to us, and it is great to hear that this arrangement made a real difference for you. It is also heartening to know that through her explanations and openness to your questions, you have built the confidence and trust needed to feel comfortabl... read more
When I first met Elton, I was feeling stressed and uncertain about my finances. His guidance and support have given me confidence and peace of mind. I highly recommend Elton to anyone looking for trusted financial advice.
Business response:
Thank you for taking the time to share your experience, Rowena! It is truly wonderful to hear how Elton has been able to support you through what sounds like a challenging time. Feeling stressed and uncertain about your finances is something many people go through, and it means a great deal to know that Elton's guidance and support have given you confidence and peace of mind. A 5-star rating is fantastic, and we are so grateful for your kind words and your recommendation. Knowing that you now feel more confident about your ... read more
Anjali is always kind and considerate. She is careful to ensure that I understand and approve of the many aspects of my financial plan, for my present life and future security.
Business response:
Thank you for your wonderful feedback! It truly means a lot to us. It is great to hear that Anjali has made such a positive impression on you. Knowing that she takes the time to ensure you understand and feel comfortable with every aspect of your financial plan is exactly the experience we want each of our clients to have. Her kindness and consideration clearly shine through, and we are so proud to have her as part of our team. Your present well-being and future security are at the heart of everything we do, and it is wond... 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 760 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.