Excellent Service & Advice
The team at Anne St Partners are great! Everyone I have dealt with are incredibly professional and have excellent knowledge in their fields. Everything was explained in a way I could understand, this had not occurred when receiving financial services from big banks. Would definitely recommend Anne St Partners to people looking for exceptional financial services!
Great financial product
Anne Street Partners have provided us with great advice, faultless service and a very holistic approach to our financial goals. I would highly recommend them to anyone looking for a comprehensive financial plan.
We were introduced to Anne Street a few years ago and at that time worked with Andrew in Melbourne. He guided us through our planning, budgeting, financial and long term goals. We are currently working alongside Matthew and the quality of the service continues to impress us.
Anne Street provide flexible access to their advisers, they've provided detailed analysis of our affairs, they make recommendations and outline strategies, all the while listening to our queries and demystifying the financial market. Highly recommended.
Professional yet caring...
Met with property and loan guys from Anne Street Partners recently, both were professional and responsive to our needs! Correspondence and support has been exceptional. Prompt follow up and information timely. We really appreciate their 'flexibility by coming to us' after hours and happy to meet with them anytime in future. Thanks Aaron & Michael
the complicated made simple
Anne street partners have been really helpful over the years helping our financial situation improve with up to date information
While my knowledge of finance is limited the seemingly complicated Information is relayed in the simplest terms and our questions are answered with precision and in terms we can understand
Simple and easy advice
Bhina Paramanathan recently took over as our account manager. Being remote in north QLD we communicate mainly via Skype. The assistance in setting up our own SMSF has been great. We have no hesitation in recommending her services. Thank you!!
Very happy with service
Our advisers have always explained very well our options, and made sure our plan matches our needs for the best outcome for us. Our advisers have also made it easier for us by visiting us in our own home because we find it difficult to visit the office for reviews.
Great Advise And Service
During the last four year I have found Anne street Partners to be a great team of people to deal with I would highly recommend Fiona Olmedo and Aaron Martin as they have made it a very easy process to set up our second investment property look Forward to working with them again in the future highly recommend Anne Street Partners
Transition to retirement planning made easy
As new long distance Anne Street clients located in the NT we were apprehensive about communication and face to face meetings being available; Alison assured me that we would have no issues and she was right! Natalie ensured we had all paperwork ready for meetings with Alison and gave us a reminder prior to meeting dates. Alison has always been on time for meetings with all relevant information at her fingertips, questions are always welcomed and information explained in layman's terms which is helpful. Alison took great care in explaining the statement of advice and other financial details and obligations of a service provider so we understood the legal side. As this is the start of our journey we are looking forward to working with both Natalie and Alison to achieve our retirement goal. I would highly recommend 'Team Alison' (Alison and Natalie) for retirement advice
As new clients of Anne Street Partners (Gold Coast office), I can't speak highly enough about the service myself and my husband have received. Alison and Natalie have made our financial lives that much easier, their easy to speak to manner is a blessing. Their follow up service is exceptional and Natalie is always such a pleasure to speak with, her professional attitude is terrific. While we are very much aware that we are not Anne Street Partners only clientele, Natalie has the ability to make you feel as if you are. When speaking with you, nothing ever appears to be to much effort, if Natalie is unable to assist with your inquiry, she advises of such and doesn't hesitate to direct your inquiry to the right person. We are very happy they are looking after us and our finances, excellent service with terrific communication and recommend them without hesitation.
Genuine Service and Follow Up
Have been dealing with Anne St for some time now and the team that is in place at the Gold Coast office really is first class. Easy to deal with and they follow up and do exactly what they say, we can't fault Natalie and Alison at all. Very happy they are looking after us and our finances and recommend them without hesitation.
We have used Mustafa Haddad several times to help refinance or restructure our loans. Mustafa is extremely thorough, finding us not just the best rate but the best rate with a financial institution that will work with our future financial decisions. Mustafa will contact us when he thinks it's time to ask our financial institution for a better rate and always succeeds in getting us a reduced rate. I don't need to deal with the banks or shop around, Mustafa saves me time, offers to proof my paperwork, doesn't laugh at my silly questions and is a lovely and friendly person to deal with. I cannot praise or thank Mustafa enough for all he has done for us and would recommend him to anyone.
Mortgage Made Easy
I was putting off refinancing as I thought it was going to be a paperwork nightmare, Daxa from Anne Street Partners made the process simple and seamless, she even attended our home on her day off to ensure our papers were signed and sent properly. Excellent service with great communication!
Great Service - Very Happy!
Recently, my husband and I through advice by our Financial Adviser, Fiona Olmedo from Anne Street Partners purchased an investment property in Queensland. We were introduced to Aaron Martin, NSW & QLD R E Manager, at Anne Street Partners who assisted us in this purchase. Throughout this whole process, Aaron had been most helpful, supportive and professional in his dealings with us. Often we had lots of questions regarding the Real Estate market especially in Queensland and Aaron had consistently been by our side assisting us. We really appreciated his efficiency & professionalism throughout this whole process. We both felt really comfortable with dealing with Aaron and wouldn't hesitate to recommend his services. We have been engaging Anne Street Partners in different areas of services like Financial Advice, SMSF and Real Estate and continue to find them professional, supportive and attentive to our requirements.
Refinance loan made easy
I met Mustafa Haddad this year. Mustafa has looked after my financial interests, helping to refinance my investment home loan, offering advice that is clear, and easy to understand. Mustafa helped me to organize paper work. Most important I didn't have to deal with Banks, which is not easy task for me.
Mustafa, I am grateful for the help I received from you. I would like to thank Fiona Olmedo as well for her advice and help as well.
My first home I bought was years ago through WPS, now I am with Anne Street Partners and happy to stay.
November 27th 2017 Update: You need help, ask Mustafa and Fiona.
Thanks again to Mustafa Haddad and Fiona Olmedo for help dealing with one of the Bank.
Being busy, working don't have much time chasing lost papers or bank cheque.
Mustafa and Fiona as before helped me to solve all the problems.
I know if I need I can always ask and They don't say no.
Great work Mustafa and Fiona.!
Excellent service by a well oiled machine
Dean and his team have looked after my SMSF and kept me on track for many years with the regulatory requirements. I would not hesitate in recommending Dean to manage your SMSF.
October 18th 2018 Update: When you need help it’s there
My planner Angus has been understanding and works towards achieving the best outcomes based on your current situation. Totally recommend.
Been with them for over 10 years now & always very happy!
Started with Anne Street Partners when they were WPS. We have bought an investment unit through them and still have it, it has been a great investment (and I know of another customer that is not happy with their property investment through them, but our good luck and their not so good luck was due to the vagaries of the property market, not the advice given). We have refinanced our mortgages twice with them and gone through a number of changing financial circumstances. We always receive excellent advice and they always do all the hard work of filling in forms and comparing products. Yes, they do only provide a certain number of products to choose from - however they are upfront on all their commissions and tell you what the choice is out of (and not out of). They have undertaken at least two remortgages for us that entailed them doing a lot of work, for very little commission. They are proactive about regular contact, but not pushy. Over the time, we have had about 4 or 5 advisors assigned to us, and I have found all of them to be good to deal with. I have already recommended them to other people, and will keep doing so, and I think this is the biggest recommendation I can give.
Happy with my Super now....
As a creative person I'm somewhat bamboozled by anything financial. I met with Bhina Paramanathan and my concerns were immediately put to rest. Bhina had a good look at my situation and made the according changes, and I feel more confident now.
Great advice, saving me money in the long run!
Fiona Olmedo has looked after my financial interests, always offering advice that is clear, thorough and easy to understand. I always have a choice in any decisions that I have made during my time at Anne Street Partners.
I absolutely love my investment property that I acquired approximately 4 years ago through Anne Street Partners, best decision I ever made. I am beginning to already see the capital growth and know that I purchased the property at a perfect time in an area of growth. I recently had made changes to my income protection insurance. This was initially explained to me by Fiona and the savings per annum that I would make by changing, was too good not to proceed with this. Vanessa Miller then worked closely with the process, always being thorough in her communications. I trust Fiona to oversee my finances, she has shown to have great knowledgeable advise.
Anne Street partners makes investing easy
Anne Street partners has made preparing for early retirement extremely easy. They listen to what you want and provide multiple options to suit your needs. I have little time to spend looking after my investments and Anne Street partners makes that possible whilst still retaining the best outcome. They are also extremely resonsive to changes in life and take the time to ensure you feel comfortable with the results. I am extremely happy with the service particularly my representarive Yanish and would recommend it to anyone.