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

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.

Was this review helpful? Yes

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.

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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 »

Verified Purchase

Mortgage Interest Saving on re-financing

5 out of 5, reviewed on Jan 21, 2017

We recently engaged Anne Street Partners on refinancing our mortgage loans. The expert of Anne Street Partners reviewed our existing mortgage situation and negotiated a competitive package (loan rate) that saves us thousands of dollars per year. The mortgage expert is professional and has in-depth knowledge of the mortgage products. The entire loan application process was seamless and flexible. We are extremely happy with the overall experience & expertise. We are very grateful to Anne Street Partners who helps us save the mortgage interest we otherwise would have foregone.
Thank you!

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Comments
Anne Street Partners Official

Hi Veronica C, thank you for submitting this review of our mortgage broking service. It's much appreciated and I'm delighted to hear that we've been able to assist you! If you require anything furt... read more »

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.

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Comments
Anne Street Partners Official

Hi Mick G, thank you very much for posting this review. I'm incredibly happy to hear that you're happy with our services and that we have been able to assist you with your financial investments. A... read more »

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 ver... 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

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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!

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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

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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?