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.

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Matthew Jacobson & Anne Street Partners

5 out of 5, reviewed on Nov 12, 2016

Since Matthew took over as my adviser about 12 months ago, he has done more to set me up for my future than all my previous advisers combined. He is knowledgeable, friendly, helpful, enthusiastic and always available for advise. I'll definitely be staying with Anne Street Partners for the foreseeable future.

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Anne Street Partners Official

Hi AEaton, thank you for reviewing Matthew at our Melbourne office. I'm pleased to hear that he's been providing you with a high level of service. He's an incredibly diligent and professional advis... read more »

Verified Purchase

Thank you, Alex!

5 out of 5, reviewed on Nov 09, 2016

Alex has been my advisor since he joined Anne Street Partners earlier this year. I appreciated that he took time to understand my personal financial objectives in the midst of professional uncertainty and family changes, eg job changes, casual work vs FT employment, transition to retirement, care arrangements for aging dependents, etc. I was especially grateful that he was responsive to random questions and patient in addressing concerns arising from govt or economic changes. He was able to provide guidance on options and understood my risk profile - giving me inputs about what was happening with domestic legislative issues as well as broader strategic implications which affect my savings and on-going retirement planning.

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Anne Street Partners Official

Hi lilaco - many thanks for the review of Alex's service to you. I'm delighted to receive this review and read over it. It's amazing to read the difference he has been able to make to your finances... read more »

  • 20 reviews
  • 51 comments
  • 1 question
  • 21 answers
  • 13 helpful votes
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Verified Purchase

Fiona Olmedo at Anne Street Partners

5 out of 5, reviewed on Nov 04, 2016

I've been a client for a few years & seen several advisors. Fiona has listened to my requirements & put together a plan accordingly. She follows up where required & always happy to answer any questions I have. Aaron was also very helpful with my requirements & also listened to my requirements.

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Anne Street Partners Official

Hi James2015, Thank you for this review of Fiona and Aaron. I'm delighted to hear that you're receiving some excellent service and guidance from our NSW team. I'll be passing on your comments to th... read more »

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Andrew Kreskas & Anne Street Partners

5 out of 5, reviewed on Nov 04, 2016

We have been with Anne Street Partners for a number of years and found them to be very knowledgeable and have helped us immensely in setting things up for us financially so we chase our goals. Andrew Kreskas is our current advisor and he is great. He is happy to help in anyway he can and follows through any query we have had. We have made a number of larger financial decisions and have had Andrew and Anne Street there to help us. Would recommend Andrew and the team to anyone.

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Anne Street Partners Official

Hi Brad M, thank you for taking the time to post a review of the service you've received from Anne Street Partners and Andrew, we really appreciate it. I'm pleased to hear that you're receiving som... read more »

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Justin Kim @ Anne Street Partners

5 out of 5, reviewed on Oct 31, 2016

Justin had been working with my sister for sometime and had been recommending him for years. After being frustrated with my own advisors, I finally made an appointment with Justin/Anne St Partners. I should have done this earlier but that's life! From the very first meeting, I felt comfortable in the knowledge that Justin was dedicated to help me achieve my financial plans, cut the lingo and got straight down to it. Very happy with how things are progressing and the constant updates on all that is being carried out.

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Anne Street Partners Official

Hi Monnie, thanks for taking a moment to post a review of Justin in our Sydney office. I really appreciate you doing this for us. I know Justin will be delighted to hear that you're happy with his ... read more »

Verified Purchase

Anne Street/ Alex Thong feedback

5 out of 5, reviewed on Oct 30, 2016

Alex has helped me make financial decisions that I am very happy and comfortable with. He was able to explain everything to my satisfaction and produce a very detailed portfolio for me. He is amazing helpful by being able to come to my home and save me hours of travelling. I appreciate all he has done for me. Thank you.

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Anne Street Partners Official

Hi Dianne, Thank you for your review. I'm pleased to hear that Alex is able to assist you with your circumstances and provide you with a high level of service. He prides himself on going that extra... read more »

Werribee, Victoria

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Verified Purchase

In good hands

5 out of 5, reviewed on Oct 29, 2016

A family member recommended us to ASP and we haven't regretted it. Shannon and Matt have been courteous, professional and friendly. Our supers and investment portfolios have been reorganised so as to maximise on benefits and minimize on taxes and fees, as well as providing a way for us to renovate our home. Can't ask for better than that! Shannon and Matt have worked closely with us to provide balanced and professional advice to suit our needs at this point in time with the flexibility of changes if required in the future. We're very happy with the result and feel that our finances are in good hands and that our interests are being looked after. Good work!

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Anne Street Partners Official

Hi Mich, thank you for this review of Shannon and Matt in our Victorian office. I'm really pleased to hear they've been able to assist you with building a brighter financial future! I know they are... read more »

Verified Purchase

Service and understanding of needs

5 out of 5, reviewed on Oct 27, 2016

Anne Street Partners consistently conduct reviews of arrangements, and suggest appropriate changes, keeping focus on the portfolio and how to best utilise in moving forward. The service is great, with fast turnaround times, and attention to detail, so that changes in personal arrangements and needs receive focus and move quickly when needed. Justin has excelled in providing customer service along with Toni.

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Anne Street Partners Official

Hi Diane, Thank you for posting this review of Justin and Toni's service for you. I'm pleased to hear they've been able to help you with your requirements! I know they both have a high level of at... read more »

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Financial security & peace of mind

5 out of 5, reviewed on Oct 24, 2016

My Husband and I have been with Anne Street Partners for about 4 & 1/2 years. In this time ASP have assisted us with many issues, most recently the setting up and management of our SMSF. All of the ASP staff we have had contact with have been professional and provided good service. Jack Oineza is our Financial Adviser and we like working with him very much. He is very personable and obviously has a passion for his work. He is easy to contact and quick to respond to correspondence. I feel comfortable asking Jack questions, and - although I am no t a "numbers person", or someone generally interested in the area of finance - I am now actually enjoying taking an active role in our financial planning. Thanks to Jack and ASP our family now has a financial plan in place that works for us in our day-to-day life whilst building for our future, and that is very reassuring. We readily recommend Jack Oineza and ASP to anyone looking for professional financial advise and planning.
Sincerely,
Christie Lehmann

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Anne Street Partners Official

Hi Christie, thank you very much for writing this comprehensive review of the service you've received from Jack. I really appreciate you taking the time to do this. I am absolutely delighted that J... read more »

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 »

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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?