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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. |
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
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
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.