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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. |
It went all well so that I could understand everything.
Business response:
Hi Carmela, Thank you for taking the time to leave your 3-star review. You are an absolute delight to deal with, and I’m glad to hear everything was clear and easy to understand. We strive to provide a 5-star service for all our clients and truly value your feedback on how we can improve. We look forward to supporting you in your financial planning journey and hope we can meet that 5-star standard for you in the future. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional Mobile: 0418 360 771 ... read more
I highly recommend Chris and his team from CCA Financial Planners for all your future financial planning. With an incredible depth of knowledge in all aspects of wealth and retirement planning, Chris and the team provide excellent customer service along with exceptional product management and sound advice. So glad we took the step to entrust our future planning with Chris and his team. Kerrie and Gary
Business response:
Dear Kerrie and Gary, Thank you so much for your kind words and the wonderful 5-star review! It has been an absolute pleasure for me and my team to help you navigate the complex financial maze with confidence. We strive to provide excellent customer service and sound financial advice, and your recognition means a lot to us. We are thrilled to hear that you are satisfied with our depth of knowledge in wealth and retirement planning, as well as our product management. Your trust in us is greatly appreciated, and we are grate... read more
Always punctual and professional. Marcello answered all our questions regarding our segway into retirement. His financial advice was clear and informative. We are very happy with the return we are getting with our funds and the services provided by CCA financials .
Business response:
Thank you so much for your kind words Marilyn! We're thrilled to hear that Marcello has provided you and John with punctual and professional service. It's wonderful to know that his financial advice has been clear and informative, helping you as you transition into retirement. We're also delighted that you're happy with the returns on your funds and the services provided by CCA Financials. If you have any further questions or need assistance in the future, please don't hesitate to reach out.
Very good l will recommend you to anyone that needs financial advice.
Business response:
Thank you so much for your five-star review! It has been an absolute delight helping you navigate your financial course. I'm thrilled to hear you're enjoying a stress-free retirement. Your recommendation means the world to me, and I look forward to assisting more people with their financial needs thanks to your kind words. Warm regards, Christopher Cachia
Marcello , Elton and the team were amazing. Not only saved me $1.000s but were clear in their approach and explanation and ensured I had the products that fit my profile and objectives
Business response:
Thank you for your wonderful review David! We're thrilled to hear that Marcello, Elton, and the team provided you with exceptional service and helped save you thousands. It's great to know that our clear approach and tailored product recommendations met your profile and objectives. We appreciate your feedback and look forward to continuing to serve you in the future.Thank you for choosing CCA Financial Planners. :-)
Marcello greeted us warmly and presented us with our year’s progress clearly and in an easily understood way. He clearly recalled our last meeting and recalled our aims and objectives discussed earlier.
Business response:
Thank you so much for your kind words John! We are thrilled to hear that Marcello provided you and Debbie with a clear and comprehensive overview of your year's progress. We're delighted to hear that Marcello provided you with a clear and easily understood progress report. At CCA Financial Planners, we strive to remember each client's unique goals and objectives to provide personalised and effective financial planning. Your positive feedback is greatly appreciated and motivates us to continue providing excellent service. W... read more
I have always found Chris and his staff to be very thorough and well informed. I particularly appreciate their timely response to any queries, and their ability to recognise my needs and source an appropriate personalised solution.
Business response:
Hi Jackie, I wanted to thank you personally for your wonderful review and express our gratitude for your kind words. It's been an absolute pleasure working with you, and I speak for myself and my team when I say that we look forward to continuing our relationship for many years. Your appreciation means a lot to us, and we're delighted to have been able to meet your needs with timely and personalized solutions. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@... read more
Very thoughtful and thorough financial advice by a friendly and professional team. Very happy with the service provided. Jag Thind
Business response:
Dear Jag, Thank you so much for your kind words and for taking the time to leave us a 5-star review! We are thrilled to hear that you found our financial advice thoughtful and thorough and that you were pleased with the service provided by our team. It has been a delight to assist you and provide the confidence and guidance needed for your financial planning. Your satisfaction is our highest priority, and your positive feedback motivates us to continue delivering exceptional service to our valued clients. Cheers, Christo... read more
Great team Always excellent advice Proactive Regular updates. Very happy with the service
Business response:
Dear Shinder, Thank you so much for your fantastic 5-star review! We are delighted to hear that you are happy with the service provided by our team. It has been a pleasure to look after you and provide confidence and guidance with your financial planning. Your positive feedback on our proactive approach and regular updates is greatly appreciated. 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 103 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.