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. |
Always very professional Marcello is very helpful and knowledgeable Great service by all staff
Business response:
Thank you, Daniela, for your 5-star review. We're delighted to hear about your positive experience with Marcello and the team. Your kind words about Marcello's professionalism, knowledge and helpfulness are greatly appreciated. It's also wonderful to hear that you've received great service from all our staff, as we strive to provide a consistently high standard of care and support to every client. Thank you for your continued trust and support. We look forward to assisting you for many years to come. Cheers Christopher Ca... read more
Marcello explained everything in plain English about our financial position. Very informative and great advice
Business response:
Thank you, Luigi, for your 5-star review. We're delighted to hear that Marcello was able to explain your financial position in plain English and provide advice that you found informative and valuable. We believe that clear communication is essential when it comes to financial planning, so it's wonderful to know that Marcello helped make everything easy to understand while giving you confidence in your financial direction. Thank you for taking the time to share your feedback. We will be sure to pass your kind words on to Ma... read more
Marvellous as always was thorough and responsive to our wishes. His guidance and well researched advice makes him a very trusted consultant Although he may not agree with our wishes he very thorough in his analysis of our we could best achieve our wish without too much disruption to the portfolio
Business response:
Thank you, Brian, for your 5-star review. We're delighted to hear that Marcello's guidance, thorough research and responsiveness continue to provide value and confidence in your financial journey. It's especially pleasing to know that, even when exploring different approaches, Marcello takes the time to carefully analyse the options and help you achieve your goals while considering the broader impact on your portfolio. Providing thoughtful, well-researched advice tailored to each client's objectives is something we take gre... read more
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
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 583 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.