We have been with Anne Street Partners for a few years now. We needed someone to assist us with the future moving towards retirement. their advisers have been very helpful and have set us up in good stead. however we were very disappointed when they sold off their SA part of their business (their clients) with out any communication before the sale was complete. and the new owner of our account had not made contact with us - we approached him when we received a letter in the mail.. not happy. A simple phone call would have been nice. they are always quick to call you to get your money.. probably not the review that you wanted but I know I am not the only client that feels this way.
But i must say that their SMSF audit section (which is separate from the rest) are very helpful and we are very happy with Dean and his team. They are always available for my questions on what I need to do.. makes you feel confident in doing something that can be confusing. Thank you Dean..
After a very shaky start with different Mortgage advisers at Anne Street Partners, [name removed] came in and restored our faith with the company. After months of inaction, [name removed] offered prompt, sound advice which was action-ed promptly and efficiently. We wish [name removed] and [name removed] had been involved from the outset - both are a credit to the company - 5 Stars to both employees. I am somewhat reluctant to give Anne Street partners itself 5 stars due to the lengthy and muddled advice given prior to [name removed] and [name removed] - We also felt at times that previous advisers either weren't listening or disregarding our concerns. So Kudos to [name removed] and [name removed] once again, Very happy with the eventual outcome.
Informative, Contemporary, Trustworthy
My husband and I have been clients with Anne St Partners for over a decade. They have listened well to our needs, informed and enlightened us about the financial and investment world, and assisted us with all the paperwork and regulations that must be complied with. I feel there is always someone there to "hold my hand" through every process and explain things to me in everyday language. Anne St Partners have assisted us with our investment portfolio (property and shares), retirement planning, and setting up our own self-managed superfund. Dean Rosario is the Superannuation Guru at ASP. Always contactable, personable and professional. If you want to feel secure that your SMSF is growing optimally, and compliant with every government regulation, this is the company for you.
They've been in the business for a very long time, and are always up-to-date with their knowledge and advice in a world where national and global economics are changing so rapidly. I recommend Anne St Partners to any of my friends or colleagues who are looking for reputable financial advisers.
We got there in the end
Lots of activity for us recently and we feel like we got there in the end.
Slow to react at first when we needed ASP to spring to action after our emotional purchase of a property.
Explanations of the financial products, repayments, rates, etc. were sketchy in comparison to our previous adviser ([name removed]) so this needs improvement.
Toward the end of the finance approval process, I needed to give it a nudge to get it over the line with a call to my business relationship manager to make sure it happened. I do feel we would have fallen short otherwise and would have had to gamble and proceed with the purchase without formal approval. This can be traced back to the slow start.
For the purchase of a property through SMSF, all went well enough. However, ASP legal team seemed to be disconnected from the rest of ASP. If we use ASP it is because they tout a holistic approach. The left-hand needs to talk to the right, etc. Requests for information from legal should not come to us if we have provided this previously to finance.
So in summary, a good company to use. More stress than we have had in the past with them but some of this was self inflicted!
Very thorough Financial Planner
We have known Alex, Financial Planner, when he was with St George Bank. Alex is a very experienced financial planner. He has always been available when needed and his advice has been helpful.
When he told us that he was going to move to another company, namely Annestreet partners, immediately we asked if we could follow him. We will not hesitate to recommend Alex Thong to anybody looking for a good financial planner.
No doubt Anne-Street-Partners has acquired a valuable Financial Planner.
A tad concerned
A little concerned
My husband and I signed up with ASP about 2 years ago. We decided to go down the path of an investment through our super with a SMSF. Currently we are still waiting on the property to settle. We have been contacted by our property agents and people asking for money from us or our super account but 1 year on our money hasn't made anything. This concerns me as in a old super funds it would have been working for us. Rather than costing us.
Our advisor seeks to be out of the office a lot and is hard to contact. Communication seems not to be a high priority which is worrying me as this is our money they are dealing with.
Jury still out
My wife and I were contacted by WPS (Now ASP) approx. 2 years ago. After an interview with one of their reps in our house we decided to use their services. They helped us set up our SMSF, insurances and wills. Then last year we purchased an investment property through them. Our first adviser was very helpful.
Unfortunately since finalising all our loans, properties, insurance and smsf. The only time we hear from our current adviser is when I call his office, and most times he is away interstate. We were informed in writing at the start that we would have a meeting with our adviser every six months. (this has never happened)
I feel like after taking all of their so called good professional advise that they have now put us on the back burner because we have paid them thousands of dollars in set-up fees and they are also reaping in hundreds of dollars (in commissions) from each of the services that they told us to use.
So far not one of the investments that they advised us on have gained in value.
On a positive note the gentleman in their Brisbane office (Dean Rosario) has been a great help to us in managing our SMSF.
The senior SMSF manager in Brisbane
Lack of service shown to us after only two years
Not what I was looking for
The company is very quick to return your calls, very eager to get your business and very thorough with their questions. They will endeavour to provide you with a very extensive, holistic financial plan, but be prepared to discuss and decide on every aspect of your life! Not worth the money and hassle for me, but probably good if you want the whole package and can afford it.