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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 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!

1 comment
Hi Hannah, thanks so much for the great review. We are delighted to hear your adviser Bhina has helped you become financially secure. We are confident Bhina will continue to provide you with great financial advice as your life evolves. Please don't hesitate to reach out to her should you need anything. Thank you, Anne Street Partners

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 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

1 comment
Hi Matt, Thanks so much for your honest review, we delighted to hear Bhina has delivered a genuine service and is helping you reach your financial goals. We apologise for any inconvenience caused during our business restructure and are glad to hear Bhina has worked diligently to restore your relationship. We are confident Bhina will continue to provide you with an exceptional service and will continue to grow your relationship into the future. Thank you, Anne Street Partners

Very thorough

A very thorough plan has been presented which has clarified our goals and set us up with a positive strategy.

1 comment
Hi Wayne, Thanks for the review, we are delighted that Bhina could assist you in setting your goals and creating a positive financial strategy. We hope that you continue to value your relationship with Bhina leading into the future. Thank you, Anne Street Partners

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

1 comment
Hi Beardy, Thanks for the kind review, it's great to hear Bhina is providing you with a genuine and sincere service. We are delighted her advice has made you feel financially at ease. We are confident Bhina will continue to deliver a high level of service and continue to grow your relationship into the future. Thank you Anne Street Partners

Financial Review

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.

1 comment
Hi Linda, Thank you very much for your feedback and insights into your experience with Trent. We trust that he will continue to provide you with a high level of service and help you towards achieving your goals and objectives. Kind Regards Anne Street Partners

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

1 comment
Hi Terry, thank you very much for this review of Fiona and Aaron. I'm delighted to hear that they've worked with you to help and assist you with your finances and investments and I know they've enjoyed working with you. We look forward to continuing to work with you well into the future and if you require anything further, please don't hesitate in contacting Fi or Aaron. Warm regards, Brent - Anne Street Partners Marketing

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.

1 comment
Hi Joe, thank you for this review of Bhina's service. I'm really pleased to hear that she's helped you become less confused with your finances. It can certainly be easy to get into that position with all the ongoing changes and requirements these days. Don't ever hesitate in picking up the phone and chatting to Bhina if you ever need to - I know she'd be delighted to assist you. Kind regards - Brent, Anne Street Partners Marketing

Great team of advisors

We use Anne Street Partners to give us advise regarding where to invest our savings, short & long term goals and regularly revisit to see if achieving our objectives. Professional team that covers a multitude of specialise making our full lives much simpler.

1 comment
Hi L. Mau, thank you for submitting this review for our NT team. I'm pleased to hear that they're helping you achieve your goals and making your life a little easier! That's what we're here to do - so don't hesitate in getting in touch if you require anything further. Kind regards Brent - Anne Street Partners Marketing

Great Service

We have recently engaged ASP to help us get the most out of our superannuation and insurances. We dealt with Allison and Natalie. Everything was made clear and easy and they were very knowledgeable and helpful.

1 comment
Hi Steph, thank you for this review - I know Natalie and Alison will be ecstatic to know that you're happy with the service they've provided to you. They're our GC based power team! As always, please don't hesitate in contacting them if you require anything further. Kind regards, Brent - Anne Street Partners Marketing

Audit process 2017

Having being with Anne Street Partners for several years now it was a pleasure to have had our auditing completed by Jodie, she was professional, polite and very efficient and made the process the simplest so far. The service provided this year left us feeling confident that everything had been identified, addressed properly and in a very efficient way, Thank you ASP and In particular Jodie and the audit team

1 comment
Hi Linda, Thank you for taking the time to review the SMSF team for us, it's much appreciated and I know Jodie will certainly be happy to receive it! I'm pleased to hear that you're happy with the service she's providing you. As always, if you require anything further, please don't hesitate in calling - we're here to help. Kind regards, Brent - Anne Street Partners Marketing

Very professional and committed team

We have been working with Anne Street Partners since 2010 (when they were WPS). Although we have had a few advisers throughout this time we have always received professional advice and guidance to suit our financial needs. Most recently, working with our adviser Fiona and the team from the Sydney branch to purchase an investment property, we have again experienced a very high level of professionalism and commitment to assist us in the purchase and to develop a new strategy to help us grow financially. I would especially like to thank John for responding to our questions in a speedy manner and providing the right advice to assist us with our finance applications as we worked with his team to meet a tight deadline. Aaron has helped us to find a great property and made the process of the sale an experience we would repeat again. This team's professionalism and commitment to the clients needs are second to none. I would recommend Anne Street Partners to anyone who is looking for a team of professionals to put them in the right direction financially.

1 comment
Hi Paul and Renee, thank you for this really insightful review of your experience with our NSW team. I'm really delighted to hear that you are happy with both your experience and the service you've received recently. It sounds like you are making great progress with your finances and this is something the team loves hearing about! I'll pass your feedback onto the State Manager, he'll be very pleased to receive your comments. Please don't hesitate in getting in touch if you require anything further - we're here to help. Kind regards, Brent - Anne Street Partners Marketing

Happy Customer

Our adviser, Pravesh Daya has only recently joined the company, but has worked very hard to identify our needs, provide advice and implementation assistance, as we move from employment into retirement . We highly recommend him!. In the past, Anne Street Partners have had some ongoing staff and organisational changes and this has meant some delays in responding to our needs (so only get 4 stars rating). This situation has improved recently. Overall we have no hesitation in recommending Pravesh

1 comment
Hi Bob, thank you for this review of Pravesh and his advice, it's appreciated. I understand the past changes may have been disruptive, we try our best to minimise the impact of any staff changes and we don't always get it right so I apologise for this, however, I know Prav will look after you closely. As always, please don't hesistate in reaching out to Prav if you require anything further. Wishing you a happy Easter. Warm regards, Brent - Anne Street Partners Marketing.

Retired couple.

Tracy has been looking after our financial and retirement funds for the last 5 years. When Tracy moved to Anne Street Partners we immediately transferred with her. We have been well looked after by Anne Street Partners and Tracy over the last 2 years and feel confident with their recommendations. We highly recommend both Tracy Dyer and Anne Street Partners to anyone needing Investment or Financial advice.

1 comment
Hi Jeff, thank you for this kind review of Tracy our Erina Senior Financial Adviser - it's really appreciated! I'm delighted to hear she's been able to provide a consistent level of service for your portfolio and she continues to provide great advice for you. Please don't hesitate in getting in touch if you require anything further, I know she'll be only too happy to hear from you. Warm regards, Brent - Anne Street Partners Marketing.

Good, honest advice that has kept us informed.

We have used Anne St Partners for the last 4 years and have been happy with the service provided so far. Despite a slight hiccup that resulted in our first adviser moving on due to company downsizing, we have valued our new advisor, Jack and his guidance and advice since the beginning of 2015. We will continue to utilise the service in the future.

1 comment
Hi Joelax Thank you for this review and I'm pleased to hear that Jack is providing you with some valued advice and guidance for your portfolio. Please don't hesitate in reaching out to him if you require anything further in the future - I know he'll be only too happy to help. Kind regards, Brent - Anne Street Partners Marketing

My Journey

I have been with WSP and now ASP for just over 5 years now. I am a single mum and over time they have helped me reset my goals, establish an investment property, update my life and income protection insurances and I have just completed my first proper SMSF tax return with finally having purchased a new property with the fund. I must say the amount of paperwork is sometimes overwhelming but it is nice to know that Ben and Dean are there to assist me with any issues or concerns and to lodge my returns. I had a long time financial adviser who regularly kept in contact with me however they left the practice to further their career and there were some issues in placing my account with a new advisor. I now have Justin Kim looking after me and he has been quite helpful and is currently assisting with updating my insurances and revisiting my home loans as my financial position continues to change.

1 comment
Hi Single Mum, thank you for posting this review regarding your experience with Anne Street Partners. I'm pleased to hear that Justin and the SMSF team are helping you with your financial goals and you certainly appear to be kicking a few! You're right about SMSFs, they require a bit more work but give you added control and it sounds like you're enjoying this. The SMSF team are very used to the additional requirements, so don't hesitate in giving them a call if you ever need to. We're here to help you continue this journey. Kind regards, Brent - Anne Street Partners Marketing

Give them a go

We have been advised by Anne Street Partners (formerly WPS Financial Group) since about September 2005. It is sometimes hard to decide whether we are better off financially or not - only retirement will tell. We have had a number of advisors over the years who have always been helpful, They have sold us investment properties, Wills, and set up a SMSF for us - the downside of all of this is more paperwork for me. I have now come to expect that an attempt to sell a service to me will be made when I visit. In return we have a team who are always happy to help if we have a financial matter to discuss. As with any service there are positives and negatives that come out of dealings with a company, if we need to meet it can happen on a Saturday morning and our current advisor (MJ) was very good and encouraging when we came into our annual appointment two days after my partner was asked to step down from his role at work and took a significant pay cut in the process - needless to say there were tissues on the table. The negative things in our experience are not deal breakers. I would recommend you consider Anne Street Partners if you are in the market for some financial advise.

1 comment
Hi Sarjg, Thank you for the detailed review - much appreciated. I'm pleased to hear that the team has been working with you to help with your financial position. I know (MJ) is always happy to discuss anything you require, no matter how trivial it may seem. Losing an income is never easy, so I do sympathise, but I know MJ will be working in the background to help advise you on your position and reduce the impact over the long-term, especially when your partner gains further employment. I realise this will be a stressful time, so please don't hesitate in picking up the phone and talking to MJ if you need to. We're here to help and we do care. Warmest regards, Brent - Anne Street Partners Marketing

Overall Review of ASP

We engaged with Anne Street Partners on recommendation about 3-4years ago as my wife & I were unconvinced that Super alone was going to cut it when we retire. We have had some hiccups along the way but by & large have very much appreciated the advice in setting up our financial goals & building a solid foundation for our retirement. Hopefully over the coming years we will start to see some real benefit to our decisions. Setting up an SMSF is an extraordinarily complex process & one which we found difficult to understand but the team at ASP have always been very patient & helpful with us & always very approachable. I feel that ASP have certainly taken on the bulk of the legwork which makes our lives much easier from the ease of signing documents, to the ease of submitting our SMSF tax return. We have certainly gained a lot of knowledge throughout this process & we're very glad we made the decision to engage ASP to help secure our future.

1 comment
HI Tim, thank you for this review. I'm pleased to hear that your adviser and the SMSF team have been able to assist you with building a foundation for your retirement. SMSFs can certainly be complex, so I'm very pleased to hear that the team have given you a greater level of confidence in managing this for you. I'll pass on your comments to the team, they'll be delighted to receive them! As always, please don't hesitate in contacting the team, or your adviser if you require anything further. Kind regards, Brent - Anne Street Partners Marketing

Peace of Mind!

We have been with Anne St Partners for a number of years now, we have purchased an investment property through them and it's made us think more about how we go about our finances. It's good to know that we have people there who have 'our back' and give great guidance when we need it, It's certainly given us things to think about that maybe we wouldn't have if we weren't with Anne St.

1 comment
Hi Wendy, thank you for your review - much appreciated! I'm pleased to hear that you're happy with the service you're receiving and the guidance you've received. We're here to keep you on track, so please don't hesitate in contacting your adviser if you require anything further. Kind regards, Brent - Anne Street Partners Marketing

Anne Street Partners Review

Overall we have been happy with the service provided by Anne Street Partners. We have been engaged with the company for a few years now and all of the financial advisors that we have had have been knowledgeable and well equipped to help us implement strategies to prepare for retirement. Our current advisor Jack has been extremely helpful and we are happy with the service he gives us. Our only criticism of the company is that when our advisors have left Anne Street, there has been a pattern of poor communication about this and lack of timely information about who our new advisor would be. As an example, we were working with Paul Wheeler who left the company February or March 2015. It was not until we were into 2016 that Jack was allocated to us despite a number of phone calls to the agency. In saying this, it is no reflection on Jack who has been great.

1 comment
Hi Gail, many thanks for taking the time to review the service you've received from Anne Street Partners and in particular, from Jack. I'm pleased to hear he's been able to assist you with your financial planning needs. I'd like to take a moment to apologise for the lack of communication when your adviser has changed in the past - we have been working hard to make this process far more seamless and a better overall experience. As always, please contact Jack if you require any information or assistance. I know he'll be delighted to help. Kind regards, Brent - Anne Street Partners Marketing

Great start

Nathan has been very helpful and knowledgeable in setting up our new Superannuation Managed fund.
Appreciate the follow through since.

1 comment
Hi Patrick P, Thank you for posting this review about Nathan and his service in setting up your Super. I'm pleased to hear you've got this underway - Super is vital to have optimised. As always, please don't hesitate in contacting Nathan if you require anything further. Kind regards, Brent - Anne Street Partners Marketing

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Questions & Answers

Are you partners with qnv constructions?
1 answer
Hi Millie, Thanks for your question – no we are not. QNV is one of many developers that ASP Realty has acted as a vendor’s agent for, although ASP has not done so for some time.

what does pending approval mean please ?
1 answer
Hi JPG - Pending approval means that Product Review is validating the review to ensure it is genuine. The value of a site such as productreview.com.au is all genuine reviews are published about an organisation (both positive and negative) and the organisation does not get involved in approving a review. If they are genuine they are all published. You can find more information in the FAQs https://support.productreview.com.au/hc/en-us/articles/203909316-Why-hasn-t-my-review-been-posted-

After i pay them off by your halp ,,is my name going to be clear again ?
1 answer
Hi Aram, Apologies - what is this in reference to? Kind regards Brent