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… Read more ·  1

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.

Outstanding Service From Professional Staff – I have been a client of Anne Street Partners for several years now and have always found them to be professional and highly experienced in their respective field. Several years ago my personal circumstances changed and I found myself having to give up my employment to care for my disabled adult son. This period was tumultuous for me and I was in… Read more ·  1

desperate need of expert guidance and assistance, especially dealing with the complicated paperwork and delays with regards to Centrelink. Isabelle Dixon took on my portfolio and after explaining to her my 12 months of frustration with still no outcome she took it upon herself to liaise with Centrelink. What can I possibly say to express my deep appreciation for what Isabelle did. Not only was she prepared to deal with the frustration that is Centrelink, but she persevered and eventually worked out the best strategy to be able to maximise the pension I could receive to support my son without dipping into my own retirement savings. If it hadn't been for this amazing lady, I would still have been struggling in my endeavours to work through the maze. I have no hesitation in recommending Isabelle or any other of the staff to assist you with your Investment and Retirement portfolio. My deepest thanks to Isabelle for looking after my financial welfare in such a professional and dedicated manner. She is a real gem!!!

Alex Thong customer service – On behalf of my family and myself I would like to thank Anne Street Partners in particular Alex Thong not only for his financial advise which occured over many years,but the compassion direct manner and insights in which he implemented my requests .He successully created and executed all my financial requirements. On a professional note Alex is a… Read more ·  1

detail-oriented and extremely competent man.On a personal note for the weeks I was hospitalised Alex on several occasions would visit the hospital after hours to assist me in organising my financial matters.Several times he arrived at the hospital at 7-00am and on two occasions Alex arrived late in the evening with hospital staff allowing him to stay till 9-00pm suddenly my life after major heart surgery became extremely streamlined,giving me piece of mind.There was an endless amount of paperwork to be carried out as Alex wanted every detail implemented as this was a very trying period in my life.As Alex Thong's employer Anne Street Partners should be proud of the quality they have in this wise up standing man. He is an extraordinary financial adviser.

Passionate about helping – 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… Read more

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.

Professional & knowlegable – 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… Read more ·  1

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

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!  Show reply

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… Read more ·  1

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 - 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… Read more ·  1

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!

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… Read more ·  1

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

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… Read more ·  1

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.

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… Read more ·  1

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.

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!  Show reply

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… Read more ·  1

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.

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… Read more ·  1

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.

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.  Show reply

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… Read more ·  1

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.

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.  Show reply

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… Read more ·  1

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

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.  Show reply

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.  Show reply

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  Show reply

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… Read more ·  1

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.

Professional and practical advice – I delayed for way too many years in obtaining advice to secure as best I can my financial future. Travis was recommended to me and I am very grateful for that! The advice given and the personal interest shown to me has been such a relief - for the first time I feel the comfort of having someone so competent supporting me and planning for the… Read more ·  1

future. I sincerely recommend Travis and the firm to anyone searching for support and advice tailored to such personal needs.

Outstanding Financial Advice and Service – Tracy has been my financial adviser for at least 15 years. I could not be happier with my choice of adviser. Regardless of what I say, Tracy is outstanding as a financial adviser, outstanding as a caring service provider who truly cares for her clients . Her knowledge and attitude and caring nature is second to none. I would recommend Tracy… Read more ·  1

and her services to anyone who needs them and my

recommendation is without any hesitation or qualification.

With Thanks to Tracy

John-Paul Granata

Personalized and holistic financial advise – Getting our finance sorted through Anne Street Partners has been one of the best financial decisions we have taken in the last few years. They spent time to meet us and to understand who we were and were we wanted to go. They made sure we understood every single step of the process and made a great effort to educate us too, so we felt comfortable… Read more ·  1

with our own decisions. They took care of all the paperwork and replied to emails/calls quickly and effectively. Working with them is a great idea to sort out your finance in the short and long term and feel at peace with it, instead of avoiding it or doing it wrong. Can't recommend them enough!

Customer Focused – I have been working with Travis Stanley for a couple of years now and really value the professional financial advice and service provided. I am on my way to being in a strong financial position for my future retirement as a result of the financial advice and recommendations tailored to suit my specific situation provided by Travis and Anne Street Partners. Thanks Travis for all your effort and guidance!  Show reply

Willing and Able – We have been seeking the advise of Travis Stanley for many years now. We can throw any query at him and is always quick to come back with a solution. He is approachable and nothing is out of his knowledge. We have regular face to face catch ups that are always a pleasure. The confidence that we hold in Travis, I have recommended him to my son to… Read more ·  1

assist him in building his wealth.

I have spoken to other Financial Planners in the past but highly recommend Travis.

You will not be disappointed.

Great Advice, right decisions – We have been with ASP when they were WPS and a few years we were left high and dry and before the restructure had 8 advisors in 6 months. Whilst this left us a bit disappointed we persisted. That was 2 years ago and then along came [Name Removed]. What a dynamic, young (compared to us) go getter. [Name Removed] works hard for us, and I’m sure… Read more ·  1

for his other clients, and is always in communications with us on where we sit and if anything has changed. He takes time to walk us thru the options of our plan and makes sure we understand the process.

Due to a health issue last year, which has set us back a bit , [Name Removed] has been working hard with his team of keeping us on track for our future retirement. We look forward to continuing to work with [Name Removed] in the future. [Name Removed]

Amazing Customer Service – Travis has been the easiest person to deal with when it came to helping with financial situation. I am someone that can at times get very confused when it comes to super and financial information. Travis has a way to explain things in a simple way that has given me the opportunity to make the right decisions. I can't thank Travis enough and would recommend to everyone!  Show reply

Long Term Sound Advice and Service – We have been with ASP for over Ten years and our investments are paying off. We struggled years ago due to lack continuity but we have Bhina as our advisor over two years now and things are going well. The advice is sound and she understands our goals and lifestyle and tailors the plan accordingly. We would not be where we are today financially without ASP advice and services.  Show reply

Outstanding service – When I was left with organising my mothers financial situation after she moved into aged care I didn't know where to turn. Then I found Tracy Dyer (my guardian angel). The professional advice and caring approach made it an easier transition. Her advice, knowledge of product and experience proved to me that I was in safe hands. I highly… Read more ·  1

recommend Anne Street Partners. There are many financial planners on the Central Coast but none that would come close to Tracy.