This profile has been claimed by the business owner or representative.
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. |
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
Business response:
Thank you, Jan, for your 5-star review. We're delighted to hear that your annual financial review with Paul was once again a positive experience. Providing clear, professional advice and helping our clients feel confident about their financial future is something we take great pride in. It's wonderful to know that you left the meeting feeling reassured that your investments and financial plans are being managed with your best interests in mind. Thank you for your continued trust and support. We will be sure to pass your ki... read more
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
Business response:
Thank you, Tony, for your 5-star review. We truly appreciate your kind words and are delighted to hear that Marcello and the team were able to support you throughout the insurance claims process. Navigating a claim can be challenging, and we're pleased that our guidance, responsiveness and ongoing support helped make the process easier to understand and manage during an important time. Providing professional service, clear communication and genuine care for our clients is something we take great pride in. Thank you for pla... read more
Took the time to explain everything fully so that I felt with comfortable with the advice and can make an informative decision.
Business response:
Thank you, Beverley, for your 5-star review. We're delighted to hear that you felt comfortable with the advice provided and that the time was taken to explain everything thoroughly. Helping our clients understand their options and make informed financial decisions with confidence is a key part of our approach. It's wonderful to know that the guidance and explanations provided gave you the clarity and reassurance you needed. Thank you for taking the time to share your feedback. We appreciate your trust and look forward to c... read more
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.
just great like always
Very informative throughout, explanations were clear and recommendations sensible and thought provoking. I would recommend CCA Financial Planners to anybody seeking to invest their funds
The yearly review went smoothly and considering the current financial climate Elton was able to answer my questions and discuss what the next twelve months may look like financially, hopefully there are better times ahead.
Excellent. Explained in terms we understood. Have complet confidence in Marcello managing our super etc.
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.