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

Have set us up for a secure future.

5 out of 5, reviewed on Jan 20, 2017

We have only had positive experiences with Anne Street Partners. Communication has been clear and very informative. We have done things that we thought weren't possible with regards to investments which has been great.

Was this review helpful? Yes

Verified Purchase

Approaching Retirement

5 out of 5, reviewed on Jan 18, 2017

I would highly recommend Alex Thong, who has been my financial advisor for several years. He has given sound advice on my superannuation and transition to retirement, in a polite, calm, professional manner, providing clear explanations, simplifying as necessary for me to understand and has been thorough in following up on contacts or paperwork. He appears to be very committed to doing what is in the best interest of his client and I am comfortable trusting his judgement.

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Comments
Anne Street Partners Official

Hi Carmel P, thank you for taking the time to post this review about Alex. It's really appreciated. I'm pleased to hear that Alex is providing you with a high level of service - he certainly is a v... read more »

Verified Purchase

Tax area

5 out of 5, reviewed on Jan 17, 2017

Hi there, I have been a tax client of ASP for 3 years. Peter Kennewell is a consummate professional providing sound advice with good rationale. Peter understands his space extremely well and communicates complex tax issues very clearly and in language I can understand - have enjoyed all dealings with ASP, first class, thanks Michael H

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Comments
Anne Street Partners Official

Hi Michael H, thank you for your review, it's much appreciated! I'm delighted to hear that you're pleased with Peter's advice and the service that he's providing you. He certainly a true pro! Pleas... read more »

Verified Purchase

Ok

3 out of 5, reviewed on Jan 13, 2017

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Richard, thank you for your review and the feedback. I'm sorry to hear that your original advisers didn't provide you with the service you expected and our relationship was somewhat muddled at t... read more »

Verified Purchase

Good advice and professional service

5 out of 5, reviewed on Dec 27, 2016

I had a great experience with Anne Street Partners when I refinanced my home loan earlier this year. Aaron was a big help in going over what my options were at the time. While Mustafa really went above and beyond when it came to making sure I got the best deal on my loan. Thanks a lot guys!

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Vaughan, Happy New Year! Many thanks for the review of Aaron and Mustafa's service. Please don't hesitate in contacting Mustafa or Aaron if you require anything further.

Kind regards, Brent - Anne Street Partners Marketing

Verified Purchase

Professional Service

5 out of 5, reviewed on Dec 20, 2016

We have been clients of ASP previously WPS for over 6 years. Although we have had a few different advisers over the years they have provided us with sound advise in all aspects of setting up our SMSF, Wills, Insurances, Shares & investment properties. Daniel Fochesato out current adviser is very approachable & always availableas is also Dean & his Super team in QLD.Nothing is too difficult or a problem, they make themselves available when needed!
Outstanding professional service all round.

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Comments
Anne Street Partners Official

Hi Sonya D, thank you for this review of Daniel and our SMSF team! It's great to hear that you're enjoying the service you're receiving - I'm very pleased to hear this. As always, if you require a... read more »

  • 2 reviews
  • 1 comment
  • 1 helpful vote
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Verified Purchase

Thank you Emma!

5 out of 5, reviewed on Dec 07, 2016

Emma has been helping us with the loan and she is fantastic.
I have been known her for more than 7 years and she used to be our bank manager in CBA. We really missed her dedication and professionalism since she left CBA, and were very happy to have found her again in Anne Street Partners.
She helped us to obtain quite a complicated business loan; her help was invaluable.
Without her we would not have purchased our home, she went an extra mile for us in that one.
I highly recommend Emma to anyone who is looking for an extremely professional mortgage broker.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Elena, thanks for reviewing Emma - much appreciated. I'm really pleased to hear that she has been able to assist you with your needs - she's certainly a star! Thank you also for being such a str... read more »

Verified Purchase

Sound service & always available for help

5 out of 5, reviewed on Dec 05, 2016

Justin has been our advisor for a number of years, providing quality, professional service whenever we touch base with him. He has overseen our financial planning & Insurance requirements & in the last couple of years, setup our Self Managed Super Fund. Dean & his Superannuation team have been a pleasure to deal with.
We recently purchased an investment unit within our SMSF, and Mustafa & his team come through with super fast service when their was some issues with contracts to allow settlement to proceed on the nominated date.
We would be happy to recommend Anne Street Partners.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Stewart, many thanks for your review of Justin and a few of our NSW team and Dean's SMSF team - it's much appreciated. I'm pleased to hear that we have been able to assist you with your financia... read more »

Wollongong

  • 1 review
  • 3 helpful votes
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Verified Purchase

Great advice and help

5 out of 5, reviewed on Dec 05, 2016

We have had Daniel as our adviser for a few years now and he has been great. Recently he helped us purchase our first investment property, and with the help of Aaron dealing with the property side, and Mustafa with the finance it all went really well. So far so good and hopefully they can help us again in the future.

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Comments
Anne Street Partners Official

Hi Carmel, Thank you for this review of Daniela and some of our NSW team. I'm pleased to hear that they've been able to help you with various aspects of your finances and investment needs. I know ... read more »

Brisbane

  • 1 review
  • 1 comment
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Verified Purchase

Anne Street Partners,Professional

5 out of 5, reviewed on Nov 25, 2016

We've been with Anne Street Partners for several years and have found the staff to be professional, knowledgeable, friendly and very helpful. Whilst we felt a little uncomfortable discussing our personal financial situation at first, we were soon put at ease as the staff listened to our needs and formulated a financial plan that best suited us. We would not hesitate to recommend Anne Street Partners to family or friends.

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Comments
Anne Street Partners Official

Hi Mark, thank you for taking the time to post this review. I'm relieved to hear that your adviser and the team have put you at ease with discussing your situation. It's their job to make you feel ... read more »

Thank you Brent, everyone at Anne Street Partners has been great to deal with, in particular we've had several chats/meetings with Nathan and we cannot speak highly enough of him. Margo and I have ... read more »

Verified Purchase

Great service, wonderful engagement from our advisor Alex

5 out of 5, reviewed on Nov 24, 2016

We have been with the organisation for a number of years and have always valued their advice through a succession of advisers during that time. All have them have been fantastic in the support and planning they have presented to us. This is particularly the case with our current adviser Aleksander Grujicic, Alek has never hesitated to be there for us when we have needed financial advice through a number of recent crisis, his manner and empathy as well as his knowledge of the issues and the industry as a whole have been exemplary and a credit to him and his employer. We wouldn't hesitate to recommend Alek or Anne Street Partners to friends and colleagues in the future

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Comments
Anne Street Partners Official

Hi Lee, thank you for this review of Aleks in our WA office. I've passed this to his State Manager and he's delighted to hear that Aleks has been able to provide such a great level of service to yo... read more »

Verified Purchase

I would recommend them highly

5 out of 5, reviewed on Nov 23, 2016

We have used Anne st partners to help us get our finances in order and look at acquiring an investment property...i can happily attested that they have successfully done just that...i would and have recommend them to friends and family....our advisor Andrew rocks

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Sil, Many thanks for this review. I'm pleased to hear that Andrew's providing you with the guidance you require to build a brighter future! I'll be sure to pass on your comments. Please don't h... 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?