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 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 and her services to anyone who needs them and my
recommendation is without any hesitation or qualification.
With Thanks to Tracy
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 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!
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!
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 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.
K and R Roy
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 TRAVIS. What a dynamic, young (compared to us) go getter. Travis works hard for us, and I’m sure 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 , Travis has been working hard with his team of keeping us on track for our future retirement. We look forward to continuing to work with Travis in the future.
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!
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.
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 recommend Anne Street Partners. There are many financial planners on the Central Coast but none that would come close to Tracy.
Helpful and informative
Angus has been providing advice and assistance to me for sometime. He is very clear with his explanations and reasoning, helping me with budgeting, investing and future planning. The face to face catch ups are extremely worthwhile, keeping me on track and reminding me what is important. I would definitely recommend Angus as a financial planner.
High quality service with detailed explanation of strategy
We reached out to ASP months ago with intention to restructure our finance, and we feel excited to have Alex Thong as our financial planner. During multiple consultation session with Alex, not only did Alex advise the best approach to allocating our wealth, he was also being patient and considerate to answer our questions, walkthrough different financial products and demonstrate the logic behind every recommendation. We highly recommend the services Alex provided
Great financial advice and professional service!
My dad referred me to Alex Thong in Anne Street Partners when my husband and I were looking for some financial advice. When we met with Alex, he took his time to understand our particular circumstances and tailored a strategy to help us achieve our financial goals.
We are very satisfied with the information and assistance we have received so far. Alex is very professional, knowledgeable, personable and patient. He always takes his time to explain everything clearly, simply and thoroughly.
We highly recommend Alex and Anne Street Partners for their services
We followed Tracy Dyer from St George Bank to Anne Street Partners. What a wise move! Tracy has always been on the ball with our portfolio and making great decisions with consultation with us. If it weren't for her help we would never have received benefits we were entitled to. She has been like a family member to us, always so polite, professional, understanding and yet available. We would highly recommend Tracy and Anne Street Partners.
Setting us up for great goals
Trent has been a guiding star, Our meetings are focused and very relaxed and we really look forward to working towards our goal with such a professional approach. Without His help we wouldn't be where we are today.
Great advice and service!
I've been with Anne Street Partners for a few years now, most recently with Angus. I can't overstate how much i appreciate Angus clear, friendly, tailored service. I don't know much about fiance but he explains it to me in a way i can understand. Highly recommended!
My wife and I have been using the services provided by Anne Street Partners for a number of years now and are very happy with both the information and assistance we have been given in that time. As a result we have restructured our finances, wills, insurances, superannuation, etc. We are very happy in particular with Angus Dowling and how he has put forward various recommendations to help us be in the best possible position when it comes time to eventually retire. We cannot recommend them enough and look forward to continuing to work together.
Professional, Knowledgable and Sincere
I approached Terry for advice concerning my superannuation and my particular circumstances as an overseas resident. Terry took the time to know my biggest concerns and address them with real solutions that met my needs. While I live abroad I need to know my investment future is in good hands and Terry and the Anne Street Partners have given me the confidence I am looking for.
Excellent service and a customised product
Alex Thong from ASP walked my wife and I through the whole insurance, investment and superannuation strategy and we couldn’t be more pleased with the outcome. The advice offered by Alex’s extensive product knowledge and excellent service helped us arrive at products and levels of cover that matched our needs now and in the future. Have already recommended ASP and Alex to friends.
A J W
Caring and Professional
Being clients for over 10 years we have always had excellent advise. All our advisors have all been knowledgeable and willing to take time to explain the strategies. Daniel has been great considering we had him for a very short period filling in. Would recommend Anne Street Partners.
Great service and always in my best interest.
Bhina is a great help and was great at stepping me through the whole process and clarifying any queries of mine.
I will definitely be referring her in the future!