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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. |
Great service and excellent outcomes
Business response:
Anthony, your 5-star testimonial on Birdseye has truly brightened our day! 🌞 We are beyond grateful for the opportunity to journey with you towards achieving excellent outcomes and securing a confident path to retirement. Your trust in our service and the fantastic results we've achieved together are the highest rewards for our team. Seeing your satisfaction and knowing we've played a role in making your financial future brighter is what motivates us every single day. And your generosity in referring your beloved family a... read more
Thank you for your great service. Each person we have dealt with have been very supportive and helpful in every aspect. We couldn’t manage our finances the way you do. We are most appreciative that you address all new changes and keep us up to date with everything you do for us. Well done guys, thank you 👍
Business response:
Hi Jenatte, A Big thanks for the awesome review! We're super pumped to hear you’ve had a great experience with our team at CCA Financial Planners. Going above and beyond for our clients is what we live for, and it's fantastic to know we've hit the mark in helping you manage your finances. Keeping you in the loop with all the new stuff and making sure you're up to speed is really important to us, so it’s great to see you appreciating it. Your shout-out is a huge boost for us and keeps us motivated to keep doing what we do b... read more
Like allways a pleasant experience dealing with Chris and his team Chris always puts my mind at rest knowing that they are doing there best for my interest. Stephan
Business response:
Hey Stephan, Wow, thanks for the amazing shout-out! It’s always a pleasure to look after you, your family, and the friends you send our way. We’re truly honored to have your trust and to play a part in your financial journey. Hearing that we can put your mind at ease means everything to us. You knowing that we're all in, doing our best for your interests, is exactly what we aim for. Your continued support and the referrals mean the world to us. Thanks a million for being such a fantastic part of the CCA Financial Planner... read more
Marcello & his team are fantastic! So professional and easy to work with, nothing is ever a problem. Marcello is so generous with his time & has helped us enormously. Love working with CCA and having all our needs taken care of. Highly recommend the superb CCA team x
Business response:
Thanks Kendrea! We appreciate your kind words and are delighted to hear about your positive experience with our team. Thank you for recommending CCA Financial Planners. Cheers Marcello
Both my husband and I have been clients of CCA for just over a year. Truthfully, we were slightly scared at the beginning as you have to put your trust and your future savings in their hands. Further, it was all new to us as our parents never sought advice from anyone. (I wish they had). A year on we couldn't be happier. The staff are so professional, and welcoming. The staff have also assisted in other matters and I must say their patience and professionalism is outstanding. We highly recommend CCA Financial Planners. Reg... read more
Appreciated the advice, Marcello was very engaging, felt comfortable. I left feeling very relieved to know my future financial plans. He provided very professional advice and would highly recommend him to anyone. I already have advised anyone I have spoken to use his services. He is responsive, with phone calls, emails, very efficient.
Business response:
Thank you Georgina for the lovely feedback. More importantly, it’s great to know that you are feeling comfortable about your future retirement plans. We look forward to continuing to work with you.😊
As far as Wealth Managers go CCA go the extra mile. They hold your hand through the troughs and celebrate with you in the peaks. The team including Zafar and Chris are very professional, competent and confident. Zafar in particular is willing to share his SKE (skill, knowledge & experience)
Business response:
Thank you Annesley It was an absolute pleasure for me and Zafar to help you navigate the Australian financial maze with confidence, and honour your brother's legacy. We wish you and the Wright family a Merry Xmas and a Happy New Year. Cheers Chris
The empathy & personal touch from Chris & his team through out the process of insurance claims & setting up our super funds has been nothing but fantastic. In a real difficult situation in my life they have made the whole process so easy. Thank you Team CCA Financial Planners.
Business response:
Thank you Trevor for choosing my team and I to help you navigate your financial planning needs. Both you and Jane were an absolute pleasure to deal with navigating the difficulties of the financial planning maze to develop a plan so you can fulfil all the number of your days with confidence; purpose and life. I look forward to working with you for many years and wish you and Jane a Merry Xmas and a Happy New Year. Cheers Chris
Has been very professional and patient in how he has been handling a very difficult situation 😊
Business response:
Thank you, Vicki, my team and I enjoyed helping you navigate this difficult process and finding the best outcome for you. Thank you for those chocolates. The team really appreciated this warm gesture. Merry Christmas.
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.