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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. |
Easy and clear. Elton understands our needs and speaks to them.
Business response:
Thank you for your wonderful feedback, Dianne! We are so pleased to hear that your experience with us has been easy and clear. It truly means a lot to us. It is great to know that Elton understands your needs and speaks to them so well. That is exactly what we strive for at CCA Financial Planners, making sure every client feels heard and supported in a way that makes sense to them. We will be sure to pass your kind words on to Elton. Thank you for taking the time to share your experience and for the fantastic 5-star rating... read more
I really appreciate the excellent support Dhruv provided as he assisted me to set up a new banking app. My technology skills are very limited , so I thank CCA for providing wonderful support for clients at all times Not able to add Dhruv’s name in the Assisted By box below
Business response:
We are glad to read your wonderful feedback, Janice, and we truly appreciate you taking the time to share it with us! It is great to hear that Dhruv provided you with such excellent support in getting your new banking app set up. We understand that technology can sometimes feel overwhelming, and it means a lot to know that the assistance made the process smooth and comfortable for you. At CCA Financial Planners, supporting our clients every step of the way is something we genuinely care about, so your kind words are a real... read more
I was unable to make it to the face to face appointment but Ben was happy to change it to a telephone meeting instead. He answered all my queries and talked me though current trends.
Business response:
Thank you for your wonderful feedback, Alice! We truly appreciate you taking the time to share your experience with us. It is great to hear that Ben was able to accommodate your schedule by switching to a telephone meeting. We understand that life can sometimes get in the way of face-to-face appointments, and we always want to make sure our clients receive the support they need, regardless of the format. We are so pleased that Ben was able to answer all your queries and walk you through current trends. That kind of attenti... read more
You are continuing to to support me with sound advice.
Business response:
Thank you for your wonderful feedback, Tracy! We are truly grateful for your 5-star rating. It means a great deal to know that we are continuing to support you with sound advice. That is exactly what we strive to do for each and every one of our clients, and hearing that it is making a difference is incredibly rewarding. We look forward to continuing to be there for you every step of the way. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Office: 8651 6555
Marcello was very professional and gave me a great insight and clarity moving forward.
Business response:
Thank you immensely for taking the time to share your experience, Santo, and for the wonderful 5-star rating! It is great to hear that Marcello was professional and able to provide you with great insight and clarity moving forward. That is exactly what we strive for, and it is always rewarding to know when our team is making a real difference for the people we work with. We truly appreciate your kind words and look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED... read more
My meeting with Stephen today was extremely informative. I had a few questions, which he answered very well , putting me at ease. Heading towards retirement with the thought of no weekly wage is daunting, but his kindness and reassurance and careful explanation really settled any concerns I had. I left feeling very confident in my future. Wonderful service as always
Business response:
We are overjoyed to read your wonderful review, Sarah, and we are so grateful you took the time to share your experience with us! It is truly heartwarming to hear that your meeting with Stephen was extremely informative and that he was able to put you at ease. We completely understand that heading towards retirement with the thought of no weekly wage can feel daunting, and we are so pleased that Stephen's kindness, reassurance, and careful explanation helped to settle any concerns you had. Leaving you feeling very confident... read more
I had an appointment today on team viewer regarding my Superannuation account. This appointment was with Elton. Elton is excellent with information and his knowledge of my Superannuation Pension account
Business response:
Thank you for sharing your experience with us, Lynette! We are so pleased to hear that your appointment regarding your Superannuation Pension account went so well. It is wonderful to know that Elton's knowledge and ability to provide clear, helpful information made such a positive impression on you. We are proud to have him as part of our team, and your kind words will mean a great deal to him. A 5-star rating truly means a lot to us, and we are grateful that you took the time to share your feedback. We look forward to con... read more
The welcoming and presentation of my portfolio was excellent, empathy towards my situation was excellent and very happy my investments still exceeding expectations.
Business response:
Thank you for sharing such a wonderful review, Anthony! We are absolutely thrilled to hear that your experience with us was such a positive one. It is genuinely rewarding to know that the presentation of your portfolio met your expectations and that you felt the empathy and care that we strive to bring to every client relationship. Understanding your unique situation is so important to us, and we are glad that came through clearly. Most of all, hearing that your investments continue to exceed expectations is fantastic news... read more
Happy with the current growth and dividends.
Business response:
We sincerely value your wonderful feedback, Paul, and we are so pleased to hear that you are happy with the current growth and dividends. That is truly great to know! Seeing our clients feeling positive about their financial journey is what drives us every day. We appreciate you taking the time to share your experience and for giving us a 5-star rating. It means a great deal to the whole team. Thank you for trusting us with your financial planning. We look forward to continuing to support you on this journey. Cheers, Chri... 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.