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CCA Financial Planners
- Finance
- Docklands, VIC
About this business
CCA Financial Planners is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been doing this service for over 33 years now. You can be assured to get only the best strategy and advice for all your financial planning and insurance requirements.
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 presentation. Answered all questions. Happy with having same ongoing financial adviser. Feel very confident we are in good hands. Thankyou
Very thorough explanations of documents. Very confident to be in the right hands.
Well explained. Felt very comfortable asking questions and felt honest answers given. Allowed plenty of time.
A rewarding experience
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.
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.
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. 👍
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.
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
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 212 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.