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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. |
My review session,and the ensuring discussion on the choices and future implications was done with professionalism and integrity. I am confident in Ben's advice.
Business response:
We are utterly delighted to read your wonderful five-star review, Suzanne! Thank you so much for taking the time to share your experience with us. It is truly gratifying to hear that your review session and the discussion around your choices and future implications were handled with professionalism and integrity. Those are values we hold close to everything we do at CCA Financial Planners, and it means a great deal to know that came through clearly in your experience. It is also wonderful to hear that you feel confident in... read more
Steve was punctual and is always ready to listen when we update him on our year. His advice is clear and then it is confirmed by email. Steve also gave us suggestions that we will look at on several years time. All in all a very good meeting.
Business response:
Thanks so much for your wonderful 5-star review, Patricia! We truly appreciate you taking the time to share your experience. It is great to hear that Steve was punctual and ready to listen as you updated him on your year. Clear communication is something we genuinely care about, and we are pleased to know that his advice was easy to understand and followed up by email. It is also lovely to hear that the suggestions he offered for the years ahead were helpful and gave you things to look forward to. All in all, it sounds lik... read more
Elton is always very friendly as well as being professional. I have complete trust in him and his suggestions for the future. I would not hesitate to recommend Elton to any of my friends. I feel your service and staff are first class. The receptionist was also very welcoming and engaging she made me feel like I belonged there, I could not speak highly enough of both Elton and the receptionist
Business response:
Thank you for your wonderful review, Sandra! We are truly grateful for your kind words and for taking the time to share your experience with us. It is so heartening to hear that Elton has made such a positive impression on you. Knowing that you have complete trust in him and his suggestions for the future means a great deal to us. Your willingness to recommend Elton to your friends is the highest compliment we could receive, and we do not take that lightly. We are also delighted to hear that our receptionist made you feel ... read more
Elton was clear with his explanations and discussions. We had a productive meeting.
Business response:
Thank you for sharing your experience with us, Julie! We are so pleased to hear that Elton was clear with his explanations and discussions, and that you had a productive meeting. That is exactly the kind of experience we strive to provide for every client. We truly appreciate your 5-star rating and your kind words. It means a great deal to the whole team here at CCA Financial Planners. We look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® p... read more
Expertise is evident from the manner in which they invest your money, their ongoing communication and their comprehensive reporting.
Business response:
Thanks so much for your wonderful 5-star review, William! We truly appreciate you taking the time to share your experience. It is great to hear that our expertise, ongoing communication, and comprehensive reporting have made a positive impression. These are things we genuinely care about, and knowing they are making a real difference for you means a lot to us. We look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Office: 8651 6... read more
Steve explained everything clearly in language I could understand. He listened to me when I answered a question. He gave reasons as to why he was suggesting changes. It was a pleasant experience to talk with him.
Business response:
We are privileged to read your wonderful feedback, Marilyn, and we truly appreciate you taking the time to share your experience with us! It is great to hear that Steve explained everything clearly in language you could understand. That is exactly how we believe financial advice should be delivered — in a way that makes sense to the person receiving it. Knowing that he listened carefully and gave clear reasons for the changes he suggested is really pleasing to hear. We are glad it was a pleasant experience overall. A 5-sta... read more
I have been fortunate to have had Ben as my financial planner for over 20 years, and now additional assistance from Dominic as I commenced a change over of the financial group used. Both have been patient and helpful, explaining all the steps in the changes, especially Dom with his computer skills, assisting me with completing essential forms. Thanks
Business response:
Thank you for your wonderful feedback, Janet! We are so glad to hear about your positive experience with our team. It is truly special to know that you have had the support of Ben as your financial planner for over 20 years. That kind of long-standing relationship means a great deal to us, and we are proud that Ben has been able to be a trusted part of your financial journey for so long. We are also delighted to hear that Dominic has been able to step in and provide patient and helpful assistance during your transition, pa... read more
Re Strategic Annual Review As always, Ben was friendly, interested, patient and knowledgeable and clearly explained the reasons for his recommended changes to my portfolio. I am always daunted by the complexities of ‘finance’, so Ben’s calm and reassuring manner is always very much appreciated.
Business response:
Thank you immensely for your wonderful 5-star review, Nadia! We truly appreciate you taking the time to share your experience following your Strategic Annual Review. It is great to hear that Ben made such a positive impression with his friendly, patient, and knowledgeable approach. Knowing that he clearly explained the reasoning behind his recommended changes is especially meaningful, and we are so pleased that his calm and reassuring manner helped make the complexities of finance feel a little more manageable for you. We ... read more
We decided to pop into the Docklands for our annual review yesterday. It was fortunate that we met Chris and Marcello in the foyer and they escorted us to the 15th floor for our meeting with our Financial Advisor Anjali Sharma. Anjali is extremely knowledgable and professional with a mix of warmth and friendliness. We were able to consider our current situation, review our financial plan for the next year, but also to talk through options and ideas we brought to the table ourselves. We were impressed with the company and its... read more
Business response:
Thank you for your review, Trudi! What a wonderful experience to read about, and we are so pleased you took the time to share it with us. It sounds like your visit to the Docklands office was a great one from the very start. Im glad to have met although briefly with Marcello to welcome you in the foyer and escort you up to your meeting. We are so glad to hear such kind words about Anjali. You have described her perfectly. Knowledgeable, professional, warm, and friendly. That combination is exactly what we strive for, and ... 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 760 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.