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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. |
Clear information, very insightful and well prepared
Business response:
Thank you, Tony, for your 5-star review. We're delighted to hear that you found the information clear, insightful and well prepared. Taking the time to thoroughly prepare for each review and provide meaningful insights is an important part of helping our clients make informed financial decisions with confidence. We greatly appreciate your feedback and are pleased that you found value in the discussion. Thank you for your continued trust and support. We look forward to assisting you in the years ahead. Cheers Christopher C... read more
Marcello was very Professional in Financial planning/Investment review
Business response:
Thank you, Pat, for your 5-star review. We're delighted to hear that you found Marcello professional during your financial planning and investment review. Providing knowledgeable guidance, clear communication and professional service is at the heart of what we do. We appreciate you taking the time to share your feedback and are pleased that your experience reflected the high standards we strive to maintain. Thank you for your trust and support. We will be sure to pass your kind words on to Marcello. Cheers Christopher Cac... read more
The company has alway kept us up to date with regards for financial matters .
Business response:
Thank you, David, for your 5-star review. We're delighted to hear that you value the regular updates and communication we provide regarding your financial affairs. Keeping our clients informed and up to date is an important part of helping them feel confident and in control of their financial future. We greatly appreciate your feedback and are pleased that our commitment to ongoing communication has made a positive difference. Thank you for your continued trust and support. We look forward to assisting you for many years t... read more
High knowledge levels of options with related pro’s and con’s and how they relate to my situation
Business response:
Thank you, Daniel, for your 5-star review. We're delighted to hear that you found the discussion informative and appreciated the depth of knowledge provided around the various options available to you. Taking the time to explain the pros and cons of different strategies and how they relate to each client's individual circumstances is an important part of helping clients make confident and informed financial decisions. We're pleased that you found value in the advice and guidance provided. Thank you for your trust and suppo... read more
My meeting covered all the things I needed to know and I was very happy with the outcome
Business response:
Thank you, Wallace, for your 5-star review. We're delighted to hear that your meeting covered everything you needed to know and that you were very happy with the outcome. Ensuring our clients leave with clarity, confidence and a strong understanding of their financial position is something we strive for in every review. It's wonderful to know that your expectations were met and that you found the meeting valuable. Thank you for taking the time to share your feedback. We look forward to continuing to support you on your fin... read more
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.
Business response:
Thank you, Elizabeth, for your 5-star review. We are truly grateful for your kind words and for placing your trust in us over the past four years. It's wonderful to hear that your experience with our team has helped bring greater confidence and peace of mind to your retirement journey. Knowing that we have been able to reduce financial stress and provide reassurance about your future is incredibly rewarding. We're especially pleased to hear your recognition of Elton and Dhruv. Their commitment to providing knowledgeable gu... read more
Very thorough explanation of what suits my finances best
Business response:
Thank you, Evelyn, for your 5-star review. We're delighted to hear that you found the explanation thorough and tailored to what suits your financial circumstances best. Taking the time to understand each client's unique situation and provide clear, personalised guidance is an important part of helping clients make confident financial decisions. It's wonderful to know that you found value in the advice and recommendations provided. Thank you for taking the time to share your feedback. We look forward to continuing to suppor... read more
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.
Business response:
Thank you, Freida, for your 5-star review. We're delighted to hear about your positive experience with Paul. Building long-term relationships with our clients is something we value greatly, and it's wonderful to know that Paul's warm and welcoming approach continues to make a positive impression. We're also pleased that you appreciate the time he takes to review your circumstances and clearly explain any recommendations, helping you feel informed and confident about your financial decisions. Thank you for your kind words a... read more
We were very happy with Ben’s explanations & felt comfortable with all decisions made.
Business response:
Thank you, Pink Marie, for your 5-star review. We're delighted to hear that you were happy with Ben's explanations and felt comfortable with the decisions made during your review. Providing clear guidance and ensuring our clients feel informed and confident when making important financial decisions is a key part of our approach. It's wonderful to know that Ben helped make the process easy to understand and gave you peace of mind moving forward. Thank you for taking the time to share your feedback. We will be sure to pass y... 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 685 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.