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!
Anne Street Partners
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.
A very thorough plan has been presented which has clarified our goals and set us up with a positive strategy.
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
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.
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
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 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.
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.
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
Paul and Renee
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.
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
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.
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.
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.
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.
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.
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.
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.
Nathan has been very helpful and knowledgeable in setting up our new Superannuation Managed fund.
Appreciate the follow through since.
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