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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 enjoyed our time today Marcello you revised our previous discussion and clarified my questions. I'm happy with this new direction. I am also pleased that Cigi continues to be part of the team - she is a great asset and touch point.
Business response:
Thank you, Annette, for your glowing 5-star review. We’re so pleased to hear you enjoyed your time with Marcello and that revisiting your previous discussion brought clarity and confidence in the new direction. It’s wonderful to know you feel supported in your journey, and that your questions were answered with care. We also greatly appreciate your kind words about Cigi—she truly is an invaluable part of our team, and it’s heartening to know her ongoing support continues to make a positive difference for you. Feedback like ... read more
Hi Marcello, We just wanted to say we enjoyed meeting with you yesterday. We found the information very helpful and we are glad to have changed to the new plan. We look forward to meeting with you in the future. (The view was great too!!!) Alison and Paul.
Business response:
Hi Alison and Paul, Thank you so much for your kind words. We’re delighted to hear that you found the information helpful and that the new plan is giving you confidence moving forward. It was a pleasure meeting with you, and we’re equally looking forward to catching up again in the future. And yes — the view is always a nice bonus! Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional "The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret."
We are very happy with the advice given and confident that it will suit our future needs.
Business response:
Hi Tina, Thank you so much for your glowing 5-star review! We're absolutely thrilled to hear that you're happy with the advice we've provided and feel confident that it will meet your future needs. Your satisfaction is incredibly important to us, and it's wonderful to know that we've been able to meet your expectations. If you have any further questions or need additional assistance, please don't hesitate to reach out. We're always here to help and support you on your financial journey. Thanks again for your kind words an... read more
Excellent professional and informative consultation and advice
Business response:
Thank you, Neale, for your excellent 5-star review! ⭐ We’re so pleased to hear that you found the consultation professional, informative, and helpful. Providing clear advice and support is exactly what we strive for with every client. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very well indeed .Elton explained everything and I am happy to leave everything he organised.
Business response:
Thank you, Margaret, for your wonderful 5-star review! ⭐ We’re so pleased to hear that Elton explained everything clearly and that you feel confident leaving everything he organised. That trust and peace of mind are exactly what we aim to provide for our clients. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Steve gave a thorough financial plan outline in easy to understand language.
Business response:
Thank you, Andrew, for your fantastic 4-star review! ⭐ We’re delighted to hear that Steve provided you with a thorough financial plan and explained it in clear, easy-to-understand language. Helping clients feel confident and informed is exactly what we aim to achieve. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
All my questions were answered. Plus helpful advice.
Business response:
Thank you, Monica, for your excellent 5-star review! ⭐ We’re so pleased to hear that all your questions were answered and that you received helpful advice. Making sure our clients feel informed and supported is always our priority. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Anjali provided excellent service during my recent Strategic Annual Review. She explained every aspect of the review material in a very clear and easy to understand manner. She provided me with all relevant and necessary information to enable me to make informed decisions affecting my portfolio with confidence. She answered all my queries and provided me with further options and assistance to help me achieve my financial goals.
Business response:
Thank you, Nola, for your glowing 5-star review! ⭐ We’re so pleased to hear that Anjali provided such excellent service during your Strategic Annual Review. It’s wonderful that she explained everything so clearly, gave you all the information needed to make confident decisions, and offered further options to help you achieve your financial goals. That level of care and support is exactly what we strive to deliver. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Ben thoroughly explained the Statement of Advice and our future Superannuation payments. He reassured us that our future finances will be Ok.
Business response:
Thank you, Margaret, for your fantastic 5-star review! ⭐ We’re delighted to hear that Ben thoroughly explained your Statement of Advice and future superannuation payments. It’s wonderful to know he was able to give you the reassurance and confidence that your future finances will be secure. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 388 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.