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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. |
A rewarding experience
Business response:
Thank you so much for your kind feedback! We're thrilled to hear that your experience with us was rewarding. At CCA Financial Planners, we’re always here to help you achieve financial success, and we truly appreciate you taking the time to share your thoughts. If there’s anything else we can do for you, don't hesitate to reach out. Cheers, Elton Rodrigues Mobile: 0435 766 130 | Email: elton@ccafp.com.au "The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret."
It was interesting to hear about your perspective to investing strategies. We were pleased in options to reduce costs but we also would hope to see our investments grow. Time will tell. One thing we were surprised was the one time initial cost considering you had taken over our portfolio some time ago it would have been beneficial to have contacted us and explain. A little disappointed but we will see.
Business response:
Thank you so much, Richard and Pauline, for taking the time to provide your valuable feedback. We're grateful for your trust in us and for the opportunity to help guide your financial future. We’re thrilled that you found the cost-reducing options beneficial, particularly with our low-cost indexed ETFs. These ETFs are designed to provide immediate investment cost reductions, which will be a key factor in optimising the overall performance of your portfolio. Alongside this, we're excited to introduce tax-effective strategies... read more
Paul presented the options of the different investment packages and provided the benefits of each strand allowing me time to decide which way to proceed in the future. There is a lot of information to process and I believe Paul will help me to make the best decisions.
Business response:
Thank you, Lyn, for your wonderful 5-star review. We’re glad to hear Paul clearly presented your investment options and their benefits, giving you the time and clarity to make informed decisions. It’s great to know you feel confident that Paul will help guide you toward the best outcomes. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
It is great to have our financial advice in the safe hands of our long-term adviser — thank you Ben. You make it so easy to understand. Your friendly manner inspires confidence that we are well served by your advice. 👍
Business response:
Thank you, Jacob, for your wonderful 5-star review. We’re delighted to hear that Ben’s clear explanations and friendly manner have given you confidence and peace of mind. It’s great to know you feel your financial advice is in safe hands. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very helpful to have our ongoing financial advisor. Time taken to explain, listen and answer any queries. His friendly professional manner makes it easier for us to understand.
Business response:
Thank you, Janet, for your fantastic 5-star review. We’re so pleased to hear that having your ongoing adviser, with their friendly and professional approach, has made it easier to understand your financial situation. Taking the time to explain, listen, and answer your questions is always our priority. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Anjali has been my advisor since she took over my file after my long term Advisor died several years ago. Anjali has always listened respectfully to any concerns or issues I raise in relation to my investment . She answers my questions clearly , and ensures that I do understand the implications of any suggested strategies for my individual circumstances by reflecting on my responses . She had been able to assist me with support in the most effective ways to go about contacting Centrelink and sourcing and assisting me to comp... read more
Business response:
Thank you, Margaret, for your fantastic 5-star review. We’re so pleased to hear how Anjali’s respectful listening, clear explanations, and tailored advice have supported you over the years. It’s great to know she has been able to assist you not only with your investments but also in navigating processes like Centrelink, always responding promptly to your queries. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
As one who is basically clueless when it comes to understanding and navigating the complexities of financial planning, I would like to sincerely thank Ben Holian for his advice, clarifications, guidance and support (&patience!) throughout the review process.
Business response:
Thank you, Nadia, for your wonderful 5-star review. We’re delighted to hear that Ben’s advice, clear explanations, and patient guidance helped make the review process easier to navigate. It’s great to know you felt supported every step of the way. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Presented professionally and personally in our home. Much appreciated.
Business response:
Thank you, Des, for your fantastic 5-star review. We’re so pleased to hear you appreciated the professional and personal approach during your home meeting. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
As usual Ben was great in explaining the complicated process and emphasising the positives & negatives of various options. It was a most positive experience overall.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 584 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.