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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. |
Elton and his team has helped us with all the advice and explanation with our financial planning. We didn’t feel rushed at all and he worked out the best strategy for us for our financial goal and plan. He takes the time and effort to explain and work everything for us and to put our needs first with everything.
Because this area of investing is new to me, I have needed a great deal of explanation to understand all the "why and wherefores" over all these months. Dominic has unstintingly explained, and explained yet again, with unfailing patience until I have finally understood a particular concept. I value this patient, calm and generous use of his time and making sure each query has been fully comprehended by me.
Anjali was excellent with her down to earth & thorough explanations of the changeover from Bank First finance planning to CCA and the benefits to be had with my superannuation investment.
Did a great job organising my insurance. No issues, just smooth sailing
Marcello provides me with a comprehensive review of my portfolio that is easy for me to understand. He is very thorough and provides advice on making my assets perform as best they can. I also appreciate the regular email communication that gives up to date expert advice on the state of play in the financial world especially in times of global uncertainty
Marcello was able to provide a thorough informative explanation of our current financial status. He was able to articulate on all our inquiries in a polite professional manner.
Business response:
Thank you, Arch, for your 5-star review. We’re so pleased to hear that Marcello provided you with a thorough and informative overview of your current financial position. It’s great to know he was able to address all your questions clearly while maintaining a polite and professional approach. We truly appreciate your feedback and are glad you had such a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Great, very fiod knowledge.
Business response:
Thank you, Enid, for your 5-star review. We really appreciate your kind feedback and are glad to hear you found the experience great and knowledgeable. It’s wonderful to know Ben was able to support you and provide the guidance you needed. Thanks again for taking the time to share your experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Very informative review, explaining the strategies in simple language. Marcello is reassuring in the cycles the financial markets take over the years.
Business response:
Thank you, Margaret, for your 5-star review. We’re so pleased to hear that you found the review informative and that the strategies were explained in a clear and simple way. Marcello takes great care in helping clients understand the bigger picture, especially when it comes to navigating market cycles with confidence and reassurance. We truly appreciate your kind feedback and are glad you had such a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Great explanation of all financial matters and projections from Marcello.Very informative with a personal touch which is very much appreciated. Everything was explained in easy to understand language.
Business response:
Thank you, Margaret, for your 5-star review. We’re so pleased to hear that you found the review informative and that the strategies were explained in a clear and simple way. Marcello takes great care in helping clients understand the bigger picture, especially when it comes to navigating market cycles with confidence and reassurance. We truly appreciate your kind feedback and are glad you had such a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 528 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.