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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. |
As a relatively new client with CCA it is early days to be providing a genuine testament to the outcome of my newly formulated financial plan. However, what I can say with certainty is that Chris and his team at CCA Financial Planners are extremely professional in their thorough planning and communication with clients. I have been impressed with Elton’s desire to ensure that CCA delivers their mission statement by providing clarity and confidence in developing my financial plan. Elton is extremely approachable , flexible a... read more
Business response:
Thank you, Neville, for your outstanding five-star review! We’re truly grateful for your thoughtful and detailed feedback. It’s wonderful to hear that you’ve felt supported and confident as a new client, and that Elton’s professionalism, responsiveness, and clarity have helped make the process a positive experience. We’re delighted that our team’s approach has given you confidence in your financial plan, and we look forward to building a long and successful relationship with you as we help you achieve your goals. Cheers, C... read more
We were warmly greeted and plenty of time was allocated for the discussion. Paul was very well prepared. Whilst we understood the discussion at a high level, the details left us a bit confused. For example, we're not really sure about what were Options A, B and C in the financial roadmap. It would have been good to have focused the discussion on these. Nevertheless, we "got" the overall concept of maximizing funds into superannuation accounts and we are interested to see the summary of the discussion, and to explore option... read more
Business response:
Thank you, Stephen, for your thoughtful four-star review and detailed feedback. We really appreciate you taking the time to share your experience. It’s great to hear that you felt warmly welcomed, that plenty of time was allocated for your discussion, and that Paul’s preparation helped make the overall concept clear. Thank you also for your feedback regarding the details of the options discussed. We look forward to providing further explanations on the various choices so that you feel confident, clear, and well-informed to ... read more
Tailored and thorough in the process by Marcello
Business response:
Thank you, Jonathan, for your fantastic five-star review! We really appreciate your kind words. It’s wonderful to hear that Marcello provided you with a tailored and thorough experience — that’s exactly the level of care and attention we aim to deliver to every client. We truly value your feedback and look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia CFP/ DipFp
Elton always made himself available to answer my questions ( of which there were many). He did so He did this providing information using language that was simple and I could understand. He was incredibly patient with me - much of the information in the documents was new to me - greatly appreciated.
Business response:
Thank you, Judy, for your wonderful five-star review! It’s fantastic to hear that Elton was patient, clear, and always available to answer your many questions — that’s exactly the level of care and understanding we aim to provide. We’re so pleased that he was able to make the process easy to follow and ensure you felt confident every step of the way. Your appreciation means a lot, and I’ll be sure to share your kind words with Elton. Cheers, Christopher Cachia CFP/ DipFp
Good straightforward advice, clearly explained.
Business response:
Thank you, for your wonderful five-star review! I really appreciate your kind words. It’s great to hear that you found our advice clear, straightforward, and easy to understand — that’s exactly what we strive for. We’re grateful for your trust and look forward to continuing to help you achieve your financial goals with confidence. Cheers, Christopher Cachia / DipFp
Very happy with Elton’s advice thank you. We look forward to future engagement with the Company. And we would certainly recommend Elton to others looking for financial advice.
Business response:
Thank you, Patty and Frank, for your wonderful five-star review! We’re delighted to hear that you’re very happy with Elton’s advice and that you’re looking forward to continuing your engagement with us. Your willingness to recommend Elton and CCA Financial Planners to others truly means a lot — it’s the highest compliment we can receive. We’re grateful for your trust and look forward to supporting you both on your financial journey ahead. Cheers, Christopher Cachia CFP/ DipFp
Steve was thorough and explained things in an uncomplicated way. He made us feel welcome and important. Thanks Steve
Business response:
Thank you, Roslyn, for your fantastic five-star review! It’s wonderful to hear that Steve took the time to explain everything clearly and made you feel both welcome and valued — that’s exactly the experience we want every client to have. We truly appreciate your feedback and are so pleased you felt well supported. I’ll be sure to pass your kind words on to Steve — he’ll be thrilled to hear them. Cheers, Christopher Cachia CFP/ DipFp
I am very pleased overall. I went in with a pretty good idea what I was looking for, and Marcello was very helpful in offering a few additional suggestions. Transparent with all of the costs. Very personable and easy to deal with. Would recommend
Business response:
Thank you so much for the fantastic 5-star review, Craig and Sarah! We’re delighted to hear that you came in with a clear vision and that Marcello was able to enhance it with thoughtful suggestions tailored to your needs. His transparency around costs and personable approach are qualities we truly value, and it’s great to know they made your experience a positive one. Your recommendation means a lot to us — it’s always rewarding to know our clients feel supported and well-informed throughout their financial journey. Cheer... read more
I was very appreciative of the time & effort that Elton has put into developing & producing my Statement of Advice. I have found the whole experience to be easy & stress free. It has been a pleasure dealing with Elton on a subject that in the past I've viewed as a 'necessary evil'. I look forward to continuing my association with CCA & am hopeful of fruitful & satisfying results.
Business response:
Thank you, Carol, for your wonderful five-star review. It’s fantastic to hear that Elton made the process of developing your Statement of Advice easy and stress-free. We’re so pleased that you found working with him a positive experience, especially on a topic that can often feel daunting. Your kind words and trust mean a great deal to us. We look forward to continuing our association with you and helping you achieve the fruitful and satisfying results you’re hoping for. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCI... 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 388 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.