Insurance advice - first class
We recently engaged Karen from ASP to go through all of our insurances. I couldn't believe how poor our existing policies were! Due to the complexity of all the policies, it was great to have Karen's expertise and we now have policies far more appropriate. This is an absolute must for everyone. I recommend Karen to everyone now. Very professional and knows her stuff!
Solid financial planning
I have been a customer of ASP for several years and have been dealing with Trent Bell for the last few. He has been instrumental in ensuring all components of our financial plan worked for us, taking into consideration life goals, current circumstances and often dealing with tricky and technical situations. Trent relentlessly dealt with Onepath after a situation arose and did not stop until a favourable outcome was reached.
Trent provides much needed expertise around strategy, planning and defense and backs it up providing clear and concise communication delivering a level of professionalism and comfort. No question is too difficult and no situation is too complex and i look forward to the years of thought leadership and guidance.
Financial Reveiw & Real Estate Team
We have been using Anne Street partners for around 9 years.
We have had Trent Bell looking after us for a while now and he is awesome :) he helps us manage our Home loans, Superannuation, Life insurance and TPD cover, even helped us get our last will and testament organized.
These all get reviewed every 6 months to make sure we are on the best home loan rates, and we have adequate insurance cover in case the worst does happen, and help us plan our budgets and look at our goals for the future.
Our superannuation has been growing very well, they rolled all of our multiple super accounts into one for us, and have helped us figure out how best to invest it so we get the most on our returns. I'm so happy as I have only recently returned to work after having children so my superannuation was rather lacking, but with his help and management my super has actually grown with very little in the way of contributions this year, I'm am so happy with them and I can't recommend them enough.
Kosta Moussageas from their Real Estate Team was fantastic :) He found us the perfect investment property and created a detailed report to show us why this was the perfect property for us. He looked at rental rates and vacancy rates, local infrastructure, worked out how much it would actually cost us per year.
We never thought we would ever look at Real Estate as an investment but they have shown us why it was the best fit for us and I am happy we took the chance as it has indeed paid off at tax time like they said it would.
Very happy with their customer service and the services they provide, they are fantastic and help in any way they can.
Great Advice and Great People
We thought we were on the right path to Retirement and then Travis called. We were way off the mark. Travis is not only a wealth of knowledge but he has also become a good friend. He has implemented a plan that has opened our eyes and made us believe that anything is possible. We cant thank him enough and would highly recommend any of our friends or Family to at least have a chat to him. We always look forward to our catch up meetings. 10 out of 10 from me
Always great service
We have been customers at ASP since they were WPS in the mid-2000s. Our initial experience was far from satisfactory but they immediately made it up to us in spades after apologising for their error. We have had a number of advisors since then but Adam and now Travis have looked after us for the last ten years. It's a one-stop shop for us; with advisers, real estate investment and tax all in one handy location. Travis understands us and what we're looking for in the future and works quickly to manage changes to our situation. Probably not the cheapest but well worth the price we pay - we saved three times what we paid in fees in the first year!
Onepath Income protection and TAL life insurance issue
Recently I experienced an issue with the set up of my above insurances. I contacted Trent Bell and he acted with a great sense of urgency to have this rectified. He kept me in the loop almost daily and he was very clear and concise in his emails to me and on the phone. This was extremely helpful as I was about to go on leave out of the country for a number of weeks so needed it resolved quickly. Trent Bell is very customer focussed and in all my dealings with him I have found him to be clear and concise.
Andrew and Emma
Professional and thorough
We have been clients of Anne Street Partners for many years and we have always been impressed by the professionalism and efficiency shown by all staff. Our advisor is extremely thorough in managing our investments and preparing us for our future financial goals. We always receive prompt replies to all our questions, even though we live interstate to the Melbourne office. Very impressive service shown by all!
Financial Plan Review
We have been dealing with Anne Street Partners for many years now and find the planners knowledge of property, superannuation and investments to be A1. They will go the extra mile to help with anything that involves financial planning and setting you up for retirement. I would not hesitate in recommending them to anyone looking for great advise and strategies.
Great advice and helpfull
I came in knowing a little of what wanted but, not knowing what I needed to secure myself and my son from the 'what ifs of life'. I ended up having a wonderful listener, who herd my concerns and made it her priority to find the best option for me. My advisor Bhina Paramanathan answered all my questions patiently and explained all my options that were out there for my son and I. Her wealth of knowledge, honesty and thoughtfulness gained my confidence in her as an adviser. I look forward to continue my business with her in the future.
Book of knowledge,support and PROFESSIONALISM!!
I do not normally write reviews but because Anne Street Partners have been nothing short of amazing!! here I am. They have explained everything in great depth, taken the time to ensure we understood everything and our goals and objectives were met. Our adviser Isabelle Dixon: brilliant, thoughtful and knowledgeable has guided us through an excellent plan for our family which is already showing good results. Also I would like to thank our Real Estate expert : Kosta Moussageas which is very personable and full of Knowledge regarding Real Estate!! ( thank you for getting us the house with the biggest living room in that stage!). Anne Street Partners show great professionalism and have a team of knowledgeable staff that all work together wonderfully to take care of their client's needs.
Great advice and service
My husband and I have been with Anne Street for some time now. We were referred by a friend and couldn't be happier. They have helped us purchase our first home and have always gone above and beyond to provide us with the best advice and assistance. Isabelle Dixon in particular has been exceptional. We would definitely recommend them to others looking for financial advice.
Very Happy with Service
My husband and I have been with Anne Street Partners since the acquisition of WPS and we have had a number of advisers during that time. We were very happy with Yanish Geerdharry but his role had changed and we are now seeing Angus Dowling. Angus has been providing advice and assistance to us in regards to our finances. We have always found him to be polite and professional and highly experienced in his respective field. He is very understanding and helpful towards our financial circumstances. We would highly recommend Angus Dowling to others in assisting with their finances.
Travis has only been a phone call, email or SMS away to be on hand to provide assistance. We have been working with him for a couple of years now and his advice has been extremely helpful. He has worked exceptionally hard to assist us in our retirement planning and budgeting and has guided us clearly and precisely over many consultations both in our home and at the office. He is a pleasure to work with and has quickly become a personal friend.
We have been with Anne Street Partners for some time now and we are extremely satisfied with the financial advice and guidance as well as implementation that we have received from Daniel and his team for Superannuation, Insurance and Investment. We highly recommended them.
Top service and knowledge
Travis has been giving us financial advice for a couple of years now, we couldn't be happier with his service and knowledge. After a recent change to circumstances and charges, Travis was quickly able to review available products and advise of us of our options. Travis explained the options available and the pros and cons of each product and made recommendations, allowing us to make an informed decision.
Outstanding Financial Advice
A call from Travis suggesting a review of our finances could not have been more timely. A change in our circumstances meant we now needed professional financial advice more than ever. The enthusiasm he showed in assisting us through this time now and toward a sound financial future was truly something we have not come across before. We now feel so much more at ease knowing we now have Travis and Anne Street Partners along on our financial journey. I strongly feel that everyone should seek some form financial advice and would thoroughly recommend Travis for advice and a plan to suit your specific needs. Thanks again Travis.
Professional and practical advice
I delayed for way too many years in obtaining advice to secure as best I can my financial future. Travis was recommended to me and I am very grateful for that! The advice given and the personal interest shown to me has been such a relief - for the first time I feel the comfort of having someone so competent supporting me and planning for the future. I sincerely recommend Travis and the firm to anyone searching for support and advice tailored to such personal needs.
Outstanding Financial Advice and Service
Tracy has been my financial adviser for at least 15 years. I could not be
happier with my choice of adviser. Regardless of what I say, Tracy is
outstanding as a financial adviser, outstanding as a caring service
provider who truly cares for her clients . Her knowledge and attitude and caring nature is second to none.
I would recommend Tracy and her services to anyone who needs them and my
recommendation is without any hesitation or qualification.
With Thanks to Tracy
Personalized and holistic financial advise
Getting our finance sorted through Anne Street Partners has been one of the best financial decisions we have taken in the last few years. They spent time to meet us and to understand who we were and were we wanted to go. They made sure we understood every single step of the process and made a great effort to educate us too, so we felt comfortable with our own decisions. They took care of all the paperwork and replied to emails/calls quickly and effectively. Working with them is a great idea to sort out your finance in the short and long term and feel at peace with it, instead of avoiding it or doing it wrong. Can't recommend them enough!
I have been working with Travis Stanley for a couple of years now and really value the professional financial advice and service provided. I am on my way to being in a strong financial position for my future retirement as a result of the financial advice and recommendations tailored to suit my specific situation provided by Travis and Anne Street Partners. Thanks Travis for all your effort and guidance!
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