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Insurance advice - first class

We recently engaged Karen from ASP to go through all of our insurances. I couldn't believe how poor our existing policies were! Due to the complexity of all the policies, it was great to have Karen's expertise and we now have policies far more appropriate. This is an absolute must for everyone. I recommend Karen to everyone now. Very professional and knows her stuff!

1 comment
Hi Bronwyn, thanks so much for the 5 star review! It's great to hear Karen was able to review your current policies and make improvements so your insurance is now more appropriate your needs and lifestyle. Please don't hesitate to contact us if you need anything. Thank You, Anne Street Partners.

Solid financial planning

I have been a customer of ASP for several years and have been dealing with Trent Bell for the last few. He has been instrumental in ensuring all components of our financial plan worked for us, taking into consideration life goals, current circumstances and often dealing with tricky and technical situations. Trent relentlessly dealt with Onepath after a situation arose and did not stop until a favourable outcome was reached.

Trent provides much needed expertise around strategy, planning and defense and backs it up providing clear and concise communication delivering a level of professionalism and comfort. No question is too difficult and no situation is too complex and i look forward to the years of thought leadership and guidance.

1 comment
Hi Frank, thanks so much for the 5 star review! It's great to hear your adviser Trent has been able to assist you navigate through a difficult situation and help you create a financial plan that's personalised to your goals and needs. We are confident Trent will continue to provide you with exceptional advice into the future. Please don't hesitate to contact him should you need anything. Thank you, Anne Street Partners.

Anne Street Partners - Setting Me on the Right Track

I engaged Anne Street Partners a few years ago to assist with my budgeting and personal finances but never proceeded with the advice because, well, life happened! However, earlier this year I contacted them again regarding their initial advice and plan and they not only assisted me with that but also helped to set up everything else I need to feel financially secure. The advice was friendly, relaxed and highly educational as they took the time to explain everything. I’m also assured knowing that Anne Street Partners will continue to provide assistance and advice going forward - as my life evolves, I want my finances to evolve too!

1 comment
Hi Hannah, thanks so much for the great review. We are delighted to hear your adviser Bhina has helped you become financially secure. We are confident Bhina will continue to provide you with great financial advice as your life evolves. Please don't hesitate to reach out to her should you need anything. Thank you, Anne Street Partners

Financial Reveiw & Real Estate Team

We have been using Anne Street partners for around 9 years.
We have had Trent Bell looking after us for a while now and he is awesome :) he helps us manage our Home loans, Superannuation, Life insurance and TPD cover, even helped us get our last will and testament organized.

These all get reviewed every 6 months to make sure we are on the best home loan rates, and we have adequate insurance cover in case the worst does happen, and help us plan our budgets and look at our goals for the future.

Our superannuation has been growing very well, they rolled all of our multiple super accounts into one for us, and have helped us figure out how best to invest it so we get the most on our returns. I'm so happy as I have only recently returned to work after having children so my superannuation was rather lacking, but with his help and management my super has actually grown with very little in the way of contributions this year, I'm am so happy with them and I can't recommend them enough.

Kosta Moussageas from their Real Estate Team was fantastic :) He found us the perfect investment property and created a detailed report to show us why this was the perfect property for us. He looked at rental rates and vacancy rates, local infrastructure, worked out how much it would actually cost us per year.

We never thought we would ever look at Real Estate as an investment but they have shown us why it was the best fit for us and I am happy we took the chance as it has indeed paid off at tax time like they said it would.

Very happy with their customer service and the services they provide, they are fantastic and help in any way they can.

1 comment
Hi Angie, thanks so much for the great review on both Trent and Kosta. We're delighted our team has been able to help you create a brighter financial future. It's great to hear they've provided you with the advise needed to make the right investment choices for you and your family. We are confident they will continue to provide you with exceptional service into the future. Please don't hesitate to contact them should you need anything. Thank you, Anne Street Partners

Great Advice and Great People

We thought we were on the right path to Retirement and then Travis called. We were way off the mark. Travis is not only a wealth of knowledge but he has also become a good friend. He has implemented a plan that has opened our eyes and made us believe that anything is possible. We cant thank him enough and would highly recommend any of our friends or Family to at least have a chat to him. We always look forward to our catch up meetings. 10 out of 10 from me

1 comment
Hi Kev, thanks so much for the 5 star review on Travis! It's great to hear Travis has helped you create a brighter financial future and you would recommend us to others. We are confident he will continue to grow your relationship into the future. Please don't hesitate to reach out to him should you need anything. Thank you, Anne Street Partners

Always great service

We have been customers at ASP since they were WPS in the mid-2000s. Our initial experience was far from satisfactory but they immediately made it up to us in spades after apologising for their error. We have had a number of advisors since then but Adam and now Travis have looked after us for the last ten years. It's a one-stop shop for us; with advisers, real estate investment and tax all in one handy location. Travis understands us and what we're looking for in the future and works quickly to manage changes to our situation. Probably not the cheapest but well worth the price we pay - we saved three times what we paid in fees in the first year!

Highly recommended.

1 comment
Hi Rob, thanks so much for the 5 star review! We are delighted to hear Travis has made your future goals possible and accommodate for any changes. We are confident he will continue to provide you with exceptional service into the future. Thank you, Anne Street Partners

Onepath Income protection and TAL life insurance issue

Recently I experienced an issue with the set up of my above insurances. I contacted Trent Bell and he acted with a great sense of urgency to have this rectified. He kept me in the loop almost daily and he was very clear and concise in his emails to me and on the phone. This was extremely helpful as I was about to go on leave out of the country for a number of weeks so needed it resolved quickly. Trent Bell is very customer focussed and in all my dealings with him I have found him to be clear and concise.

1 comment
Hi Michelle, thanks so much for the 5 star review! We are delighted to hear Trent was able to rectify your insurance issue in such a timely manner so you could have peace of mind while you were out of the country. We are confident Trent will continue to provide you with the same great service into the future. Please don't hesitate to contact him should you need anything. Thank You, Anne Street Partners.

Professional and thorough

We have been clients of Anne Street Partners for many years and we have always been impressed by the professionalism and efficiency shown by all staff. Our advisor is extremely thorough in managing our investments and preparing us for our future financial goals. We always receive prompt replies to all our questions, even though we live interstate to the Melbourne office. Very impressive service shown by all!

1 comment
Hi Andrew & Emma, thanks so much for the great review on your adviser Isabelle. We are delighted to hear Isabelle has been able to help you create a brighter financial future. Please don't hesitate to reach out to her should you need anything. Thank you, Anne Street Partners

Financial Plan Review

We have been dealing with Anne Street Partners for many years now and find the planners knowledge of property, superannuation and investments to be A1. They will go the extra mile to help with anything that involves financial planning and setting you up for retirement. I would not hesitate in recommending them to anyone looking for great advise and strategies.

1 comment
Hi Rob, thanks so much for the 5 star review! It's great to hear Thomas provided you with great service and advice and you would recommend us to others. Please don't hesitate reaching out to Thomas should you need anything. Thank you, Anne Street Partners

Great advice and helpfull

I came in knowing a little of what wanted but, not knowing what I needed to secure myself and my son from the 'what ifs of life'. I ended up having a wonderful listener, who herd my concerns and made it her priority to find the best option for me. My advisor Bhina Paramanathan answered all my questions patiently and explained all my options that were out there for my son and I. Her wealth of knowledge, honesty and thoughtfulness gained my confidence in her as an adviser. I look forward to continue my business with her in the future.

1 comment
Hi Sascha, thanks so much for the great review! We are delighted to hear Bhina was able to help provide you with peace of mind for yours and your sons future.We are confident Bhina will continue to provide you with an exceptional service and will continue to grow your relationship into the future. Please don't hesitate to reach out to her should you need anything. Thank you, Anne Street Partners

Book of knowledge,support and PROFESSIONALISM!!

I do not normally write reviews but because Anne Street Partners have been nothing short of amazing!! here I am. They have explained everything in great depth, taken the time to ensure we understood everything and our goals and objectives were met. Our adviser Isabelle Dixon: brilliant, thoughtful and knowledgeable has guided us through an excellent plan for our family which is already showing good results. Also I would like to thank our Real Estate expert : Kosta Moussageas which is very personable and full of Knowledge regarding Real Estate!! ( thank you for getting us the house with the biggest living room in that stage!). Anne Street Partners show great professionalism and have a team of knowledgeable staff that all work together wonderfully to take care of their client's needs.

1 comment
Hi Sergio, thanks so much for the wonderful feedback on Isabelle and Kosta. We are delighted to hear Isabelle has been able to help you reach your financial goals and has created a personalised plan that is working for you and your family. Congratulations on your purchase of a new home! It's great to hear Kosta could help you on your journey and provide you with insightful knowledge. Please don't hesitate to contact Isabelle or Kosta should you need anything. Thankyou, Anne Street Partners

Great advice and service

My husband and I have been with Anne Street for some time now. We were referred by a friend and couldn't be happier. They have helped us purchase our first home and have always gone above and beyond to provide us with the best advice and assistance. Isabelle Dixon in particular has been exceptional. We would definitely recommend them to others looking for financial advice.

1 comment
Hi Danielle, thanks so much for the review. We are so delighted we could be part of your journey in helping you purchase your first home! It's great to hear Isabelle has provided you with exceptional service and advice. We are confident she will continue to grow your relationship into the future. Please don't hesitate to reach out to her should you need anything. Thankyou, Anne Street Partners.

Very Happy with Service

My husband and I have been with Anne Street Partners since the acquisition of WPS and we have had a number of advisers during that time. We were very happy with Yanish Geerdharry but his role had changed and we are now seeing Angus Dowling. Angus has been providing advice and assistance to us in regards to our finances. We have always found him to be polite and professional and highly experienced in his respective field. He is very understanding and helpful towards our financial circumstances. We would highly recommend Angus Dowling to others in assisting with their finances.

1 comment
Hi Susan, Thanks so much for your review of Angus. We are delighted to hear Angus has continued to provide you with a high level of service after a change over in advisers from Yanish. We are confident Angus will continue to provide you with exceptional financial advice and assistance into the future. Thank you, Anne Street Partners

Excellent Advice

Travis has only been a phone call, email or SMS away to be on hand to provide assistance. We have been working with him for a couple of years now and his advice has been extremely helpful. He has worked exceptionally hard to assist us in our retirement planning and budgeting and has guided us clearly and precisely over many consultations both in our home and at the office. He is a pleasure to work with and has quickly become a personal friend.

1 comment
Hi Ann, Thanks for the great review. We are delighted to hear Travis has been able to provide you with exceptional service and advice over the years and has been able to provide you with a clear and concise retirement plan. We are confident he will continue to grow your relationship into the future. Thank you, Anne Street Partners

Anne Street Partners

Hi,

I have been with Anne Street Partners for roughly 6 years. I have found their company quite professional except when there was a period of time where service was lacking with no contact from the company. I had to reinitiate contact and it took some time for someone to get back to me. I was told the Brisbane office had gone through a massive restructure.

I was assigned a new financial advisor after this; Bhina. She has exception people skills and is very diligent with her work. She has always contacted me promptly whenever I have any questions. Bhina is very genuine and I am glad I was assigned her. I look forward to continuing to work with Bhina as she not only helps you plan your future she also makes you feel like your accountable for your savings or you'll be in trouble at your next appointment :)

I rate Bhina 5 stars, but the company loses one star for the lack of contact during their restructure.

Matt

1 comment
Hi Matt, Thanks so much for your honest review, we delighted to hear Bhina has delivered a genuine service and is helping you reach your financial goals. We apologise for any inconvenience caused during our business restructure and are glad to hear Bhina has worked diligently to restore your relationship. We are confident Bhina will continue to provide you with an exceptional service and will continue to grow your relationship into the future. Thank you, Anne Street Partners

Outstanding Service

We have been with Anne Street Partners for some time now and we are extremely satisfied with the financial advice and guidance as well as implementation that we have received from Daniel and his team for Superannuation, Insurance and Investment. We highly recommended them.

1 comment
Hi Dean, Thanks so much for your review. We are delighted to hear you are satisfied with the services provided by Daniel and his team and would recommend them to others. We are confident Daniel will continue to deliver a high level of service and continue to grow your relationship into the future. Thank you Anne Street Partners

Very thorough

A very thorough plan has been presented which has clarified our goals and set us up with a positive strategy.

1 comment
Hi Wayne, Thanks for the review, we are delighted that Bhina could assist you in setting your goals and creating a positive financial strategy. We hope that you continue to value your relationship with Bhina leading into the future. Thank you, Anne Street Partners

Top service and knowledge

Travis has been giving us financial advice for a couple of years now, we couldn't be happier with his service and knowledge. After a recent change to circumstances and charges, Travis was quickly able to review available products and advise of us of our options. Travis explained the options available and the pros and cons of each product and made recommendations, allowing us to make an informed decision.

1 comment
Hi Lee, Thank you for the great feedback. We are delighted to hear Travis was able to guide you through your recent changes and give you the clarity and confidence to make an informed decision. We trust Travis will continue to provide you with a high level of knowledge and advise into the future. Thank you Anne Street Partners

Very sincere and interested in seeing the best results for us

We have been using ASP for many years and sincerely enjoy the positive and supportive relationship we have with all their financial consultants. My partner and I are very much at ease for the future financially, all thanks to the hard work and commitment of our consultant

1 comment
Hi Beardy, Thanks for the kind review, it's great to hear Bhina is providing you with a genuine and sincere service. We are delighted her advice has made you feel financially at ease. We are confident Bhina will continue to deliver a high level of service and continue to grow your relationship into the future. Thank you Anne Street Partners

Outstanding Financial Advice

A call from Travis suggesting a review of our finances could not have been more timely. A change in our circumstances meant we now needed professional financial advice more than ever. The enthusiasm he showed in assisting us through this time now and toward a sound financial future was truly something we have not come across before. We now feel so much more at ease knowing we now have Travis and Anne Street Partners along on our financial journey. I strongly feel that everyone should seek some form financial advice and would thoroughly recommend Travis for advice and a plan to suit your specific needs. Thanks again Travis.

1 comment
Hi Geoff, Thanks so much for the great review! We are delighted Travis has been able to provide you with assistance and advice during a time when you needed it the most. It's great to hear he has provided you with an enthusiastic and unique service and that you would recommend his financial advice to others. Please don't hesitate to reach out to him again should you need his assistance. Thank you, Anne Street Partners

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Questions & Answers

When did you close your Adelaide Office and why did you close it? Thank you Jan
No answers

Are you partners with qnv constructions?
1 answer
Hi Millie, Thanks for your question – no we are not. QNV is one of many developers that ASP Realty has acted as a vendor’s agent for, although ASP has not done so for some time.

what does pending approval mean please ?
1 answer
Hi JPG - Pending approval means that Product Review is validating the review to ensure it is genuine. The value of a site such as productreview.com.au is all genuine reviews are published about an organisation (both positive and negative) and the organisation does not get involved in approving a review. If they are genuine they are all published. You can find more information in the FAQs https://support.productreview.com.au/hc/en-us/articles/203909316-Why-hasn-t-my-review-been-posted-