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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. |
We felt very comfortable and acknowledged with Steve He listened to us and made some excellent suggestions. Thank you and a happy Christmas to you all
Business response:
Hi Jan, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your kind feedback. We’re so pleased to hear that you felt comfortable and acknowledged when meeting with Steve, and that he took the time to listen carefully and offer excellent suggestions. Creating a welcoming environment and truly understanding our clients’ needs is very important to us, so your comments are greatly appreciated. Thank you again, and we wish you a very happy Christmas. You can always find out more about how we help clients at CCA Financia... read more
A very helpful, honest and reassuring discussion with Steve.
Business response:
Hi Judi, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re delighted to hear that you found your discussion with Steve to be helpful, honest, and reassuring — that’s exactly the experience we aim to provide. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Planners – helping you achieve financial success. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Anjali was very clear and helpful in discussing changes to my superannuation plan from Bank First to CCA. It was easy for me understand and ask questions. Helpful advice.
Business response:
Hi Patricia, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your positive experience. We’re pleased to hear that Anjali was clear and helpful in explaining the changes to your superannuation plan and that the process was easy to understand, allowing you to ask questions with confidence. Providing clear, supportive advice is very important to us, and your feedback is greatly appreciated. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we hel... read more
Anjali explained everything I needed to know very clearly and was happy to answer all of my questions. I feel very confident in the advice that she has given me.
Business response:
Hi Lisa, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re delighted to hear that Anjali explained everything clearly and took the time to answer all of your questions, leaving you feeling confident in the advice provided. Building confidence through clear and supportive guidance is something we value greatly, and it’s wonderful to know this was your experience. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients ... read more
Anjali has always been helpful and pleasant while providing us with guidance and advice on our retirement financial preparations. We’ve never felt anxious or unsure in our multiple dealings with her. She provides easy to understand descriptions of the products and services we have utilised. I’m happy to recommend Anjali and CCA to anyone looking for financial planning assistance and guidance.
Business response:
Hi Hamish, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for taking the time to share such thoughtful feedback. We’re delighted to hear that Anjali has consistently been helpful and pleasant while guiding you through your retirement financial preparations, and that her clear explanations have helped you feel confident and at ease throughout the process. It’s especially rewarding to know you would happily recommend Anjali and CCA Financial Planners to others — that trust means a great deal to us. Wishing you a very Merry Ch... read more
Good feedback, excellent update on my current situation and advice on how to proceed in the future.
Business response:
Hi Kim, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your positive feedback. We’re pleased to hear that you found the update on your current situation clear and helpful, and that the advice on how to proceed going forward was valuable. Providing clear direction and timely guidance is important to us, and we appreciate you taking the time to share your experience. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Pla... read more
Elton was. Kind and patient with us when we expressed that we wanted to do other things. Managed our tricky questions and sought advice when needed. So as first time investors, we are grateful to have Elton guide us through
Business response:
Hi Jenny, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your experience. We’re delighted to hear that Elton was kind and patient, especially as you explored different options and asked some tricky questions. It’s great to know he took the time to seek advice when needed and helped guide you with confidence as first-time investors. We truly value your trust and are pleased to be supporting you at the beginning of your investment journey. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New... read more
Our advisor was clear and succinct especially as far as costings and the value of maintaining our present risk level superannuation scheme! We appreciate having been linked with Paul especially as we are able to understand him and this gives us a greater sense of security than we have experienced with other financial advisors in the past and we trust we can continue with him as our advisor!
Business response:
Hi Suzy, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your detailed and thoughtful feedback. We’re delighted to hear that your adviser was clear and succinct, particularly around costings and the value of maintaining your current superannuation risk level. It’s wonderful to know that working with Paul has given you a greater sense of understanding, trust, and security compared with past experiences. Building clear communication and long-term confidence is very important to us, and your comments are greatly appr... read more
Paul managed to make clear our options for the future investment opportunities. No mean feat His ability to relate using Australian vernacular was appreciated without a difficult accent often found in the financial services
Business response:
Hi Suzy, Thank you very much for the ⭐⭐⭐⭐⭐ ratings and for taking the time to share two detailed reviews — we’re truly grateful for your continued feedback. It’s wonderful to hear that Paul was able to clearly explain your future investment options and communicate in a way that felt relatable and easy to understand. We’re also pleased that his clear explanations around costings and maintaining your current superannuation risk level have given you a greater sense of security and confidence, especially compared with past exp... 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 445 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.