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

Excellent service

5 out of 5, reviewed on Oct 15, 2016

Although we have only been clients of Anne Street Partners for a relatively short time, we have always received the highest level of customer service from all staff. When our financial adviser, Tracy, move to Anne Street Partners we had no hesitation in moving our business to the company as Tracy has always been professional and helpful and has our best interests at heart. We have not regretted our decision. Val N

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Anne Street Partners Official

Hi Val, Many thanks for taking the time to review your experience with Tracy and Anne Street Partners - we appreciate it. I'm pleased to hear the transition has been smooth and Tracy is able to con... read more »

Verified Purchase

TRUST!

5 out of 5, reviewed on Oct 05, 2016

Tracy Dyer has been my financial adviser for several years now, and again, this year, our meetings have been most helpful, informative and courteous - when I have asked many "dumb" questions.
Make no mistake, to hand over your life's savings to any Financial Adviser to manage is no small matter.

October 5th 2016 Update: SECURITY

I appreciate the help Tracy has given firstly to my husband in organising his financial position ensuring a continuous income to live on. There was no question on my part to follow, when Tracy moved to Anne Street Partners. She proved most helpful and friendly arranging my portfolio.

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Anne Street Partners Official

Hi Michael M, thank you very much for this review. I'm delighted to hear that Tracy continues to provide you with a great service. I'll be passing on your feedback to her! I know she'll love to see... read more »

Verified Purchase

Anne Street Partners Review

4 out of 5, reviewed on Oct 01, 2016

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Comments
Anne Street Partners Official

Hi Gail, many thanks for taking the time to review the service you've received from Anne Street Partners and in particular, from Jack. I'm pleased to hear he's been able to assist you with your fin... read more »

Verified Purchase

Excellent Customer Service

5 out of 5, reviewed on Sep 28, 2016

It was an absolute pleasure working with Aaron in finding and deciding our first investment property. Aaron is very knowledgeable and completely understands our concerns and requirements. His initial offerings were not suitable to our needs however he managed to find us another property that ticked our boxes. He's always there throughout the process, very patient and happy to answer any questions we might have. We would definitely recommend Aaron to anyone.

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Anne Street Partners Official

Hi Reza J Thanks for taking a moment to post a review about Aaron. I'm really pleased that he's been able to identify an investment that suits your requirements. Aaron certainly enjoys helping mak... read more »

Verified Purchase

Trust them with my life .... literally.

5 out of 5, reviewed on Sep 13, 2016

After falling spectacularly out of love with our previous SMSF provider, Dean helped us to pick up the pieces and get back on track. We were in quite a mess, so it was quite a feat to pull all it all together. Dean and his team know their stuff and knew exactly what to do, which gave us immense comfort. Since then, it's been plain sailing. We don't worry about a thing. We've now been introduced to Nathan for some advice and are happy so far. With some major changes happening in the future, we'll be glad to invite Nathan to help us along the way.

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Anne Street Partners Official

Hi Jane D, many thanks for your review of Dean and Nathan. I'm delighted to hear that you're SMSF is on track and well underway. They're fairly technical beasts, so I know you're in safe hands. I k... read more »

Verified Purchase

Excellent Customer Service

5 out of 5, reviewed on Sep 13, 2016

We had great support from our Financial Advisor and are looking forward to a brighter financial future. Our advisor was very helpful and honest, and always had someone contact us even if he was unable too. Thank you!

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Anne Street Partners Official

Hi Danielle, many thanks for taking a moment to review your adviser, we really appreciate it. Please don't hesitate in contacting him if you require anything further - we pride ourselves on being c... read more »

Verified Purchase

A Wealth Of Advice

5 out of 5, reviewed on Aug 20, 2016

Being a first time investor, I can safely say that financial planning is not my strong spot. I am helpless when it comes to numbers and math. But I am smart enough to know that you have to do something to make your life easier. Not only did Anne Street Partners give me great financial advice to achieve my goals, they more importantly broke down the ins and outs of the "money side" of things to make it easy to understand and grasp. The professional attitude and work ethic is a standard above the rest. The name is fitting. Anne Street Partners, because it is a partnership. And one that I am very very pleased to have made.

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Anne Street Partners Official

Hi Benc, Thank you for this review - I'm pleased to hear that you've had a good experience with the service you received. As you have rightly mentioned, this is a partnership, and we look forwar... read more »

Verified Purchase

Happy and Pleasurable Experience

5 out of 5, reviewed on Aug 15, 2016

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Comments
Anne Street Partners Official

Hi Geoff B, many thanks for taking the time to post this review of your experience with Alex - we really appreciate it. I'm delighted to hear that Alex has been able to assist you with your portfol... read more »

Verified Purchase

Great start

4 out of 5, reviewed on Aug 15, 2016

Nathan has been very helpful and knowledgeable in setting up our new Superannuation Managed fund.
Appreciate the follow through since.

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Comments
Anne Street Partners Official

Hi Patrick P, Thank you for posting this review about Nathan and his service in setting up your Super. I'm pleased to hear you've got this underway - Super is vital to have optimised. As always, p... read more »

Verified Purchase

We got there in the end

3 out of 5, reviewed on Aug 09, 2016

Lots of activity for us recently and we feel like we got there in the end.

Slow to react at first when we needed ASP to spring to action after our emotional purchase of a property.

Explanations of the financial products, repayments, rates, etc. were sketchy in comparison to our previous adviser ([name removed]) so this needs improvement.

Toward the end of the finance approval process, I needed to give it a nudge to get it over the line with a call to my business relationship manager to make sure it happened. I do feel we would have fal
len short otherwise and would have had to gamble and proceed with the purchase without formal approval. This can be traced back to the slow start.

For the purchase of a property through SMSF, all went well enough. However, ASP legal team seemed to be disconnected from the rest of ASP. If we use ASP it is because they tout a holistic approach. The left-hand needs to talk to the right, etc. Requests for information from legal should not come to us if we have provided this previously to finance.

So in summary, a good company to use. More stress than we have had in the past with them but some of this was self inflicted!

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Anne Street Partners Official

Hi Ben F, Thank you for the review - I appreciate you taking the time to share your experience. I'm going to pass your feedback to the State Manager for NSW as it appears we could streamline some a... read more »

Verified Purchase

Great service over extended period

5 out of 5, reviewed on Aug 04, 2016

We've dealt with Anne Street Partners over the past four years in relation to a number of issues and have been very pleased with the service and advice we've received. Most recently - thanks to Tasman!

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Anne Street Partners Official

Hi Alistair, Thank you for this review - I'm pleased to hear you are happy with the service you've received. It's great to hear that we've been able to help you. Thank you also for mentioning Tasm... read more »

Kincumber, New South Wales

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Verified Purchase

Fantastic energy and knowledge

5 out of 5, reviewed on Jul 31, 2016

It was a delight to meet Tracy Dyer - someone I could understand and who understood me. Her warmth and enthusiasm made the decision to choose her as my Financial Adviser very easy. Over the years I have known her I've developed an enormous respect for her ability and also value her friendship. I also want to award five stars to Anne Street Partners for so thoroughly backing Tracy during her illness.

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Anne Street Partners Official

Hi Michele M, thank you for this review. It's much appreciated. I'm very pleased to hear that Tracy has formed a strong relationship with you to assist with your finances and formed a strong bond w... 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?