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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. |
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
You Have Looked After Us Very Well Everybody from CCA Treated Us Like Family Appreciate It Very Much
Business response:
Dear John, Thank you so much for your wonderful review. It has been an absolute pleasure to look after you over the years. Your kind words mean a lot to us, and we truly appreciate your continued trust and support. Best regards, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@ccafp.com.au
Lovely to meet Chris and his team. We were not experienced in Financial opportunities but after our 2meeting we were confident enough to allow CCA to manage our finances.
Business response:
Dear Ray and Belinda, Thank you so much for your kind words and for taking the time to share your experience. Meeting with you was a pleasure, and we're thrilled to hear that you felt confident and comfortable after our discussions. We appreciate your trust in us to manage your finances and are excited to be a part of your financial journey. Please feel free to reach out anytime if you have questions or need further assistance. Looking forward to our next meeting! Warm regards, Chris and the CCA Financial Planners Team
Marcello is very informative and is very helpful with our financial questions
Business response:
Thank you so much for your positive feedback! We're thrilled to hear that Marcello has been able to assist you effectively with your financial inquiries. We always strive to provide the best service possible, and it’s great to know that Marcello's efforts have made a difference. If you have any more questions or need further assistance, please don't hesitate to reach out. Thank you for choosing CCA Financial Planners!
We just did our first yearly review with Chris and have been blown away with how well things have gone. It’s such a supportive team and the guys have helped us navigate with govt depts that have made it so less stressful for us and we couldn’t be happier with everything they have done to make our retirement comfortable. One of the best decisions of our life was to come to CCA financial planners and can’t recommend them highly enough
Business response:
Thank you so much for your wonderful review! It’s been an absolute pleasure working with you on your financial planning. I'm thrilled to hear that you’ve found our team supportive and that we could help ease the stress associated with navigating government departments. As we’ve discussed, the markets do have their ups and downs, and it's expected to see some negative returns periodically—about once every five years. However, it’s the long-term strategy that truly counts, aiming for an average return of around 7% net annuall... read more
Chris as a broker and financial adviser is “ PURE” brilliant guy who is doing his job and on top of that he is brilliant Human being, what is very very unusual in this position,I owe him my life..He managed to safe my life twice …Seriously how can I repay someone like that and of course he keep doing his job.absolutely perfectly?I’m honour to know the guy!!!👍
Business response:
Dear Joe, Thank you so much for your incredibly generous review. We are genuinely touched by your kind words and deeply appreciate the trust you've placed in us. It has been our absolute pleasure to guide you through the various challenges and opportunities that life has presented. Knowing that we've made such a significant impact is the greatest reward we could ask for. Please rest assured that we always have your best interests at heart, and we are committed to continuing to provide the support and advice you need. We ... 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 119 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.