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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. |
Chris, understands my risk profile and is on the front foot trying to maximise my returns in respect to areas that are not performing as expected whilst balancing risk and return. He has obtained new investment opportunities which hopefully increase my overall portfolio returns
Business response:
Thank you, David, for your kind words and for sharing your positive experience with our services! We're delighted to hear that our approach to understanding your risk profile and seeking new investment opportunities has been beneficial. Our goal is always to maximize returns while balancing risk, and we're thrilled to know you feel confident in our strategies. Your trust and satisfaction are our highest priorities. We look forward to continuing to support your financial journey. Cheers, Christopher Cachia, DipFp CERTIFIED F... read more
Everyone was kind and friendly, information provided by Chis Cachia on my portfolio was easily understood
Business response:
We're pleased to hear that you found our team kind and friendly. Thank you for taking the time to share your experience with CCA Financial Planners.
As always, timely and appropriate advice. Our needs are always a priority, Chris, Terry and the team are kind, supportive and always available to answer our queries, couldn’t ask for better!
Business response:
Thank you so much for your wonderful 5-star review! We're delighted to hear that our timely and appropriate advice has been helpful to you. Knowing that our team is kind, supportive, and always available to answer your queries is incredibly gratifying. We are committed to meeting and exceeding your expectations and look forward to continuing to support you in the years ahead. Your kind words mean the world to us. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional Mobile: 0418 360 771
Marcello is always very personable and happy to be patient and go through anything l ask of him
Business response:
Hi Allison, Thank you so much for your kind words and for taking the time to leave us a 5-star review! We truly appreciate your feedback. Marcello is delighted to hear that you find him personable and patient. We are committed to providing you with the best service possible and look forward to exceeding your expectations in the years ahead. If you have any questions or need further assistance, please don't hesitate to reach out. We're always here to help. Best regards, Christopher Cachia CCA Financial Planners Level... read more
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. :-)
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 119 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.