Financial reviewing at it's best
I've been dealing with Angus for over a year now, he's a fantastic financial planner, very knowledgeable, explains everything simply, I don't think I've ever walked away from a conversation confused. Would definitely recommend using Anne Street Partners
best thing we did
Joining Anne Street Partners has freed us from drowning in debt. They have been a great support in setting up budgets and helping with debt consolidation. With their help my partner and I had our first big holiday without worrying about money.
Totally recommend them to anyone who feels they have no way out of their financial situation.
Very happy clients.
We are very impressed with the service we have received from Daniel. He has been very pleasant to deal with and his knowledge and professionalism have been exemplary.
The approach taken by Trent was thorough and he showed great understanding of what our expectations are with regard to what we wish to achieve in the next 20 years. He provided a number of different options that we could utilise to achieve these goals. His explanations were clear and straight to the point. Overall he was very knowledgeable and offered many insights.
Brighter Financial Future
My husband and I have engaged the services provided by Anne Street Partners (and its predecessors) for over 10 years. It feels like we have all journeyed the highs and lows of financial security together during that time. An informed Statement of Advice has always been provided by the team but at all times we’ve had the final say in what direction our wealth creation would take. In our recent annual meeting, there was a different vibe. We were introduced to a new client service manager James Sherwood. With his personable approach, James had done his research on us and conducted our meeting with such transparency that we had a renewed focus after two hours. But it hasn’t stopped there! He has continued to service us as clients but more importantly as parents wanting a brighter financial future for their children.
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 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!!!
Excellent service! Professional and Personable!
I have been a client of Anne Street Partners for many years, but this is the first time I walked away with a sense of confidence. Due to a change in my financial situation earlier this year, I reached out to ASP to discuss my options. I invited my partner to attend the meeting as we both have little understanding about superannuation and insurances. Our first encounter with Travis was nothing short of professionalism coupled with a lot of laughter. We found Travis to be personable, very knowledgable and driven to ensure his clients are involved in their financial decisions. My partner and I are now both appropriately covered for insurances and invested in a superannuation strategy that works for us based on our current circumstances. A big thank you to Travis for his enthusiasm and commitment to ensuring we are looked after. Travis, we have thoroughly enjoyed our dealings with you.
Great advice, great staff!
James and his team have been extremely helpful in helping me to organise and strive to reach my financial goals. They have been extremely informative and have have taken the time to explain in detail when clarification has been needed. I enjoy my meetings with James as they are always so positive and uplifting and I always walk away feeling more confident with my financial future. Keep up the good work team!
Professional with a smile!
My wife and I have a large family and were juggling a lot of financial decisions, and as we found out, were paying too much for what we had! Bhina was extremely cheerful, helpful and knowledgeable about all sorts of insurance and superannuation products and got everything rolling to where we are now confident we are being looked after the way we need to be. Thanks Bhina and everyone at Anne Street Partners for helping us get sorted!
Daniel and Daxa were extremely helpful and informative when sorting out our insurances and loans last year. They both made us feel very comfortable and explained things very clearly. They were also sensitive to our needs and limited availability as parents of young children. They were accomodating when visiting the ASP office with children or without children after hours. They also visited us at home which made things very easy for us. Both Daniel and Daxa are also easily contactable via email and phone and are happy to answer any questions we may have.
Thank you ASP and here's to a happy 2018!
Patient and professional
When I first started working with Anne Street Partners, my financial arrangements were a mess. Travis Stanley has patiently worked with me to sort out my tax, insurance, superannuation and investment arrangements. We have developed a sound plan that suits my circumstances and allows for changes and growth. I am very appreciative of Travis' guidance and counsel during this challenging time. Travis referred me to Peter and his team at Anne Street Partners Tax. I am grateful and relieved for the assistance Peter provided in sorting out my tax returns.
Easy to deal with
We recently reviewed our insurances and superannuations after having to roll various super accounts. Bhina was professional, helpful, did all the leg work dealing with the multitude of people needed to sort our mess out and made it easy. Thank you Bhina for your help and explaining everything succinctly.
Professional and Informative Advice
Angus from Anne Street Partners did a thorough evaluation of our current financial situation and provided us with valuable information to consider as we transition to retirement. The emphasis being on protecting our assets and reducing risk. Excellent Service and advice.
Positive and Enthusiastic
We have been with Anne Street Partners since the acquisition of WPS and we have had a number of advisors during that time. Recently our file has been transferred to Travis and he approached us with a willingness to understand our circumstances and find a way for us during this challenging time. He has been able to review where we are up to, provided advise and execute the plan very promptly and efficiently without impact to us. Travis has remained positive, enthusiastic and very supportive to us and this has been extremely appreciated.
Passionate and Professional
My partner and I have only recently begun working with Anne Street Partners but it has already been a very enjoyable experience, We contacted Travis in order to sort out our insurances and to make sure our super was working as hard as it could be for us.
After speaking with Travis and hearing how passionate he spoke about our finances and how he took the time to explain everything so we could understand, we decided to also open an investment portfolio. Travis understood our needs and set out a financial plan that was personally suited to us and our circumstances.
With Travis's expertise and the professionalism both himself and his team have shown in dealing with us it has made us excited and confident we have taken the first steps in having a financially secure future,.
I would not hesitate to recommend Travis and the team at Anne Street Partners.
Couldn’t recommend higher!
My husband and I had a new year goal to sort out our personal insurances and savings plan to make our short term and longer term superannuation funds work harder for us. We saw a product review on here and gave them a call. We met with Travis from Anne Street Partners a week later and haven’t looked back. Travis took the time to understand our needs and put together a plan that worked for us and did all the heavy lifting sorting out our super. I couldn’t recommend Travis and the team higher!
I've nothing but gratitude for all the advice and service that Anne Street Partners have provided, especially Aaron for his expertise on investment property, Daxa making our refinance a breeze and Daniel our trusty financial advisor. Thank you. We couldn't have done it without you.
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 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.
Daxa from Anne Street Partners made our loan refinancing a breeze. She's explained every details to us and she achieved the best outcome for our situation. Daxa responds to our needs in the most efficient/effective manner (even after the loan settlement). We are very satisfied with the service. Highly recommended!
Comprehensive and well-considered advice
We are relatively new to Anne Street Partners and are very happy with their guidance and advice. They have provided us with home-based reviews once to twice a year, and have flexibly managed significant changes to our financial situation. Advice is well supported by evidence and documentation is thorough and timely. I would absolutely recommend them to others.