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Anne Street Partners
4.7 from 341 reviews · View Statistics
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Reviews

  • Transparency
    4.5 (2)
  • Customer Service
    5.0 (1)
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Passionate about helping

published

Travis Stanley is always encouraging, attentive and personable whenever we meet with him. He has an incredible attention for detail and is highly professional but approachable in the way he works with us. We always feel like he's on our team when he makes suggestions or gently nudges us towards our financial goals. Travis is persistent in explaining processes to us and is always patient when we need more explanation. He is definitely passionate about his work, which is made apparent in the way he seems excited for our financial future. Meeting with him always leaves us optimistic about our goals. We'd recommend (and often do recommend) his services to anyone.

Transparency
Customer Service
Incentivised Review No
Damian M.
Damian M.
  • 2 reviews

Professional & knowlegable

published

We had two financial advisors ( neither of whom we rated) prior to meeting Goran Velevski. We had only one meeting him until he joined Anne Street.When he joined Anne Street Partners we located him on Linkedin & moved to Anne Street .Goran is professional, & more that, is across products, tax rulings etc.We have every confidence in Goran's advice & would have no hesitation in recommending him & Anne Street as financial advisors.He goes out of his way to schedule appointments that suit the client- not him
Regards, Damian & Lynne McNamara

Transparency
Incentivised Review No
Anne Street Partners
Anne Street Partners M.Anne Street Partners

Insurance advice - first class

published

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!

Anne Street Partners
Anne Street Partners M.Anne Street Partners
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Frank
FrankMelbourne

Solid financial planning

published

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.

Anne Street Partners
Anne Street Partners M.Anne Street Partners
HRJ
HRJQueensland

Anne Street Partners - Setting Me on the Right Track

published

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!

Anne Street Partners
Anne Street Partners M.Anne Street Partners

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Next

Financial Reveiw & Real Estate Team

published
Anne Street Partners
Anne Street Partners M.Anne Street Partners

Great Advice and Great People

published

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

Anne Street Partners
Anne Street Partners M.Anne Street Partners
Rob N
Rob N
  • 2 reviews

Always great service

published

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.

Anne Street Partners
Anne Street Partners M.Anne Street Partners

Onepath Income protection and TAL life insurance issue

published

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.

Anne Street Partners
Anne Street Partners M.Anne Street Partners
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Professional and thorough

published

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!

Anne Street Partners
Anne Street Partners M.Anne Street Partners
Rob
RobMelbourne

Financial Plan Review

published

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.

Anne Street Partners
Anne Street Partners M.Anne Street Partners
Sascha
SaschaBrisbane

Great advice and helpfull

published

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.

Anne Street Partners
Anne Street Partners M.Anne Street Partners
Sergio Arias
Sergio AriasMelbourne

Book of knowledge,support and PROFESSIONALISM!!

published
Anne Street Partners
Anne Street Partners M.Anne Street Partners

Great advice and service

published

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.

Anne Street Partners
Anne Street Partners M.Anne Street Partners

Very Happy with Service

published

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.

Anne Street Partners
Anne Street Partners M.Anne Street Partners
Finance

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Read more reviews - page 2

Questions & Answers

Jan
Janasked
Anne Street Partners

When did you close your Adelaide Office and why did you close it? Thank you Jan

No answers
Millie.m
Millie.masked
Anne Street Partners

Are you partners with qnv constructions?

1 answer
Anne Street Partners
Anne Street Partners M.Anne Street Partners

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.

JPG
JPGasked
Anne Street Partners

what does pending approval mean please ?

1 answer
Anne Street Partners
Gary W.Anne Street Partners

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-

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