Please note: WPS Financial Services ceased trading in 2012. Reviews relating to financial advice provided by WPS Financial Services should be posted here. Reviews on this page relate to Anne Street Partners only.

Verified Purchase

Thank you

5 out of 5, reviewed on Feb 26, 2017

I would like to thank and recommend Dean Rosario for his guidance, support and expert knowledge when guiding me through the process of managing my SMSF. He has always been available to contact when issues require clarifying and he does so in a professional and timely manner. He has, with the guidance of ASP provided the pathway for my SMSF to be a rich portfolio whilst supporting my investment goals. I could not do this with you.

Was this review helpful? Yes

Verified Purchase

My Journey

4 out of 5, reviewed on Feb 23, 2017

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Single Mum, thank you for posting this review regarding your experience with Anne Street Partners. I'm pleased to hear that Justin and the SMSF team are helping you with your financial goals and... read more »

Verified Purchase

Home Loan

5 out of 5, reviewed on Feb 19, 2017

I would like to thank Daxa for setting up my home loan. I was amazed at her service and her professionalism. Daxa is excellent in what she does. I would highly recommend to anyone that needs a loan.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Robert, thank you for your review, that is very kind of you. Daxa is relatively new with Anne Street Partners, so I'm delighted to hear that you're happy with the service you've received. She ta... read more »

Verified Purchase

Anne Street Partners found the Property for me that no one else could

5 out of 5, reviewed on Feb 14, 2017

Thanks to Aaron Martin at Anne Street for helping me find the investment property in Melbourne's west that no other agent in the local area seemed to be able to do.
Not only did Aaron find the property for me but he was instrumental in negotiating the best price, sale turn around time of a couple of weeks and quick settlement.

Kind regards - Peter Dymond

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Comments
Anne Street Partners Official

Hi Peter, thank you for this review of Aaron's service for you! I'm incredibly pleased to hear that he was able to help secure the investment you were looking for. He certainly enjoys a challenge, ... read more »

Verified Purchase

Keep Up the Great Work!

5 out of 5, reviewed on Feb 13, 2017

I would like to Thank Sean Browning in Port Macquarie for the excellent service and recommendations towards my life stage, I recently purchase a property on my own, I have a 10 year girl, as I was unable to afford paying insurance separately, Sean helped me with getting my life insurance and income protection within my Superannuation to protect me and my daughter for any future financial issues that may arise. Sean gave my step by step and worked with me. Due to the great service I received I have since recommended his services to my family and friends. Keep up the Great work!!!!.

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Comments
Anne Street Partners Official

Hi Sanjana, thank you for posting this review of Sean's service for you and your family. I'm delighted to hear that he's been able to work with you to reach an outcome that works to protect your fa... read more »

Melbourne Metro - North Eastern Suburbs

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Verified Purchase

Give them a go

4 out of 5, reviewed on Feb 09, 2017

We have been advised by Anne Street Partners (formerly WPS Financial Group) since about September 2005. It is sometimes hard to decide whether we are better off financially or not - only retirement will tell. We have had a number of advisors over the years who have always been helpful, They have sold us investment properties, Wills, and set up a SMSF for us - the downside of all of this is more paperwork for me. I have now come to expect that an attempt to sell a service to me will be made when I visit. In return we have a team who are always h appy to help if we have a financial matter to discuss. As with any service there are positives and negatives that come out of dealings with a company, if we need to meet it can happen on a Saturday morning and our current advisor (MJ) was very good and encouraging when we came into our annual appointment two days after my partner was asked to step down from his role at work and took a significant pay cut in the process - needless to say there were tissues on the table. The negative things in our experience are not deal breakers. I would recommend you consider Anne Street Partners if you are in the market for some financial advise.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Sarjg, Thank you for the detailed review - much appreciated. I'm pleased to hear that the team has been working with you to help with your financial position. I know (MJ) is always happy to dis... read more »

Verified Purchase

Overall Review of ASP

4 out of 5, reviewed on Feb 09, 2017

We engaged with Anne Street Partners on recommendation about 3-4years ago as my wife & I were unconvinced that Super alone was going to cut it when we retire. We have had some hiccups along the way but by & large have very much appreciated the advice in setting up our financial goals & building a solid foundation for our retirement. Hopefully over the coming years we will start to see some real benefit to our decisions. Setting up an SMSF is an extraordinarily complex process & one which we found difficult to understand but the team at ASP have always been very patient & helpful with us & always very approachable. I feel that ASP have certainly taken on the bulk of the legwork which makes our lives much easier from the ease of signing documents, to the ease of submitting our SMSF tax return. We have certainly gained a lot of knowledge throughout this process & we're very glad we made the decision to engage ASP to help secure our future.

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Comments
Anne Street Partners Official

HI Tim, thank you for this review. I'm pleased to hear that your adviser and the SMSF team have been able to assist you with building a foundation for your retirement. SMSFs can certainly be comple... read more »

Verified Purchase

SMFS Team

3 out of 5, reviewed on Feb 07, 2017

We have been with Anne Street Partners for a few years now. We needed someone to assist us with the future moving towards retirement. their advisers have been very helpful and have set us up in good stead. however we were very disappointed when they sold off their SA part of their business (their clients) with out any communication before the sale was complete. and the new owner of our account had not made contact with us - we approached him when we received a letter in the mail.. not happy. A simple phone call would have been nice. they ar e always quick to call you to get your money.. probably not the review that you wanted but I know I am not the only client that feels this way.
But i must say that their SMSF audit section (which is separate from the rest) are very helpful and we are very happy with Dean and his team. They are always available for my questions on what I need to do.. makes you feel confident in doing something that can be confusing. Thank you Dean..

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Comments
Anne Street Partners Official

Hi Robby, thank you for writing this review - we encourage feedback from every client, so we appreciate you bringing your experience to our attention. It was certainly a difficult decision for Anne... read more »

Verified Purchase

Trust and Confidence in Tracy Dyer

5 out of 5, reviewed on Feb 01, 2017

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Comments
Anne Street Partners Official

Hi FayeC, Thank you for this really touching review. I'm delighted to hear that Tracy has been able to work with you and guide you through some very complex decisions. It's great to hear that the p... read more »

Verified Purchase

Peace of Mind!

4 out of 5, reviewed on Feb 01, 2017

We have been with Anne St Partners for a number of years now, we have purchased an investment property through them and it's made us think more about how we go about our finances. It's good to know that we have people there who have 'our back' and give great guidance when we need it, It's certainly given us things to think about that maybe we wouldn't have if we weren't with Anne St.

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Comments
Anne Street Partners Official

Hi Wendy, thank you for your review - much appreciated! I'm pleased to hear that you're happy with the service you're receiving and the guidance you've received. We're here to keep you on track, so... read more »

Verified Purchase

I have a secure future all because of Anne Street Partners

5 out of 5, reviewed on Jan 30, 2017

I was referred to Anne Street Partners by a friend who spoke so highly them. I decided to give them a call. I have now been with Anne street partners for 2 years. They have been amazing! I have an investment property, financial goals, financial security and also more knowledge about finances in general. They have supported me every step of the way, nothing is ever too much. I have regular reviews and calls to ensure everything is progressing and i know that i can pick up the phone if i had a question. They are experts! I never thought it would be possible to be almost home loan free and to have my own investment property. I can't thank them enough and highly recommend them to anyone.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Suz, thank you very much for taking the time to post this tremendous review of your experience with Anne Street Partners. I'm very happy to hear that your financial adviser has supported you on ... read more »

Verified Purchase

SMSF MORTGAGE

5 out of 5, reviewed on Jan 24, 2017

I have just settled on a property purchase through my SMSF. Toni Lamb from ASP Brisbane was my mortgage advisor for this purchase. Toni is also currently assisting with another property purchase. During the entire process, Toni was very supportive, patient and understanding. She was always contactable, and made herself readily available for the many questions and queries that i had. I would thoroughly recommend Toni for anyone looking for mortgage services.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi CSBNE, thank you for this review of Toni's service. I'm delighted to hear that you've enjoyed the experience and Toni has been able to assist you. SMSF loans can be quite complex, so I know that... read more »

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Questions & Answers

After i pay them off by your halp ,,is my name going to be clear again ?

Aram rashet asked on Jan 17, 2017

Answer this

Hi Aram,

Apologies - what is this in reference to?

Kind regards
Brent

I having been reading through the reviews for Anne St partners ( Financial Planners ) and have found a lot reflect my own experience of basically bad advice. However its incredible how many people who ' have been with Anne St for many years now " all of a sudden decide to write an over the top positive review. Is there any way of verifying that these are real people and not just company from the company itself ?

Brisbane asked on Mar 16, 2015

Answer this

Hi there Brisbane

Firstly, I apologise if you haven't received a positive experience from us. I'd certainly like to have the opportunity to put this right and you can contact me personally on info@annestreetpartners.com.au - attention Brent. I'd actually like to look into any concerns you have.

In terms of posting reviews, every adviser at Anne Street Partners is encouraged to ask for feedback after each appointment as it gives all of the executive team an unbiased look at our service offering. We certainly monitor each review and where the reviewer leaves some details we try to address any concerns on a one-to-one basis. Some reviewers prefer to use a pseudonym, and this can lead to identification issues, so we try to reach out to them using the site. Obviously we love to receive glowing reviews, but we know that with many changes within the organisation this won't be the case every time, so we encourage a realistic view each and every time.

Brent - Anne Street Partners Marketing

I'm real - I just gave an honest answer to the request for a review

Yep, my review is real.

2 things:

1. any investment has some form of inherent risk. Thinking you'll make fifty-hundred percent return in two weeks on a property is ludicrous, its the real world, not blocyard blitz.
2. you do actually need to do some work and thinking for yourself. Do you think if they had some magic formula for making money appear from thin air, that they would be working?