Please note: WPS Financial Services ceased trading in 2012. Reviews relating to financial advice provided by WPS Financial Services should be posted here. Reviews on this page relate to Anne Street Partners only.

Verified Customer

Insurance advice - first class

5 out of 5, reviewed on Oct 23, 2018

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!

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Comments
Anne Street Partners Official

Hi Bronwyn, thanks so much for the 5 star review! It's great to hear Karen was able to review your current policies and make improvements so your insurance is now more appropriate your needs and li... read more »

Verified Customer

Solid financial planning

5 out of 5, reviewed on Oct 02, 2018

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.

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Comments
Anne Street Partners Official

Hi Frank, thanks so much for the 5 star review! It's great to hear your adviser Trent has been able to assist you navigate through a difficult situation and help you create a financial plan that's... read more »

Verified Customer

Anne Street Partners - Setting Me on the Right Track

4 out of 5, reviewed on Sep 28, 2018

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!

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Comments
Anne Street Partners Official

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 ... read more »

Verified Customer

Financial Reveiw & Real Estate Team

5 out of 5, reviewed on Sep 22, 2018

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.

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Comments
Anne Street Partners Official

Hi Angie, thanks so much for the great review on both Trent and Kosta. We're delighted our team has been able to help you create a brighter financial future. It's great to hear they've provided y... read more »

Verified Customer

Great Advice and Great People

5 out of 5, reviewed on Sep 20, 2018

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

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Comments
Anne Street Partners Official

Hi Kev, thanks so much for the 5 star review on Travis! It's great to hear Travis has helped you create a brighter financial future and you would recommend us to others. We are confident he will c... read more »

Verified Customer

Always great service

5 out of 5, reviewed on Sep 19, 2018

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!

Highly recommended.

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Comments
Anne Street Partners Official

Hi Rob, thanks so much for the 5 star review! We are delighted to hear Travis has made your future goals possible and accommodate for any changes. We are confident he will continue to provide you w... read more »

Verified Customer

Onepath Income protection and TAL life insurance issue

5 out of 5, reviewed on Sep 12, 2018

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.

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Comments
Anne Street Partners Official

Hi Michelle, thanks so much for the 5 star review! We are delighted to hear Trent was able to rectify your insurance issue in such a timely manner so you could have peace of mind while you were out... read more »

Verified Customer

Professional and thorough

5 out of 5, reviewed on Sep 07, 2018

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!

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Comments
Anne Street Partners Official

Hi Andrew & Emma, thanks so much for the great review on your adviser Isabelle. We are delighted to hear Isabelle has been able to help you create a brighter financial future. Please don't hesitat... read more »

Verified Customer

Financial Plan Review

5 out of 5, reviewed on Sep 03, 2018

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.

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Comments
Anne Street Partners Official

Hi Rob, thanks so much for the 5 star review! It's great to hear Thomas provided you with great service and advice and you would recommend us to others. Please don't hesitate reaching out to Thoma... read more »

Verified Customer

Great advice and helpfull

5 out of 5, reviewed on Aug 30, 2018

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.

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Comments
Anne Street Partners Official

Hi Sascha, thanks so much for the great review! We are delighted to hear Bhina was able to help provide you with peace of mind for yours and your sons future.We are confident Bhina will continue t... read more »

Verified Customer

Book of knowledge,support and PROFESSIONALISM!!

5 out of 5, reviewed on Aug 07, 2018

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.

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Comments
Anne Street Partners Official

Hi Sergio, thanks so much for the wonderful feedback on Isabelle and Kosta. We are delighted to hear Isabelle has been able to help you reach your financial goals and has created a personalised p... read more »

Verified Customer

Great advice and service

5 out of 5, reviewed on Jul 26, 2018

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.

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Comments
Anne Street Partners Official

Hi Danielle, thanks so much for the review. We are so delighted we could be part of your journey in helping you purchase your first home! It's great to hear Isabelle has provided you with exception... read more »

Verified Customer

Very Happy with Service

5 out of 5, reviewed on Jul 25, 2018

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.

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Comments
Anne Street Partners Official

Hi Susan, Thanks so much for your review of Angus. We are delighted to hear Angus has continued to provide you with a high level of service after a change over in advisers from Yanish. We are con... read more »

Verified Customer

Excellent Advice

5 out of 5, reviewed on Jul 25, 2018

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.

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Comments
Anne Street Partners Official

Hi Ann, Thanks for the great review. We are delighted to hear Travis has been able to provide you with exceptional service and advice over the years and has been able to provide you with a clear ... read more »

Verified Customer

Anne Street Partners

4 out of 5, reviewed on Jul 23, 2018

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

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Comments
Anne Street Partners Official

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... read more »

Verified Customer

Outstanding Service

5 out of 5, reviewed on Jul 17, 2018

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.

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Comments
Anne Street Partners Official

Hi Dean, Thanks so much for your review. We are delighted to hear you are satisfied with the services provided by Daniel and his team and would recommend them to others. We are confident Daniel w... read more »

Verified Customer

Very thorough

4 out of 5, reviewed on Jul 10, 2018

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

Was this review helpful? Yes

Comments
Anne Street Partners Official

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 relationshi... read more »

Verified Customer

Top service and knowledge

5 out of 5, reviewed on Jul 04, 2018

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.

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Comments
Anne Street Partners Official

Hi Lee, Thank you for the great feedback. We are delighted to hear Travis was able to guide you through your recent changes and give you the clarity and confidence to make an informed decision. W... read more »

Verified Customer

Very sincere and interested in seeing the best results for us

4 out of 5, reviewed on Jul 03, 2018

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

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Comments
Anne Street Partners Official

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 conf... read more »

Verified Customer

Outstanding Financial Advice

5 out of 5, reviewed on Jul 02, 2018

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.

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Comments
Anne Street Partners Official

Hi Geoff, Thanks so much for the great review! We are delighted Travis has been able to provide you with assistance and advice during a time when you needed it the most. It's great to hear he has... read more »

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Questions & Answers

what does pending approval mean please ?

JPG asked on Jun 12, 2018

Answer this

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 ?

Aram rashet asked on Jan 17, 2017

Answer this

Hi Aram,

Apologies - what is this in reference to?

Kind regards
Brent

I having been reading through the reviews for Anne St partners ( Financial Planners ) and have found a lot reflect my own experience of basically bad advice. However its incredible how many people who ' have been with Anne St for many years now " all of a sudden decide to write an over the top positive review. Is there any way of verifying that these are real people and not just company from the company itself ?

Brisbane asked on Mar 16, 2015

Answer this

Hi there Brisbane

Firstly, I apologise if you haven't received a positive experience from us. I'd certainly like to have the opportunity to put this right and you can contact me personally on info@annestreetpartners.com.au - attention Brent. I'd actually like to look into any concerns you have.

In terms of posting reviews, every adviser at Anne Street Partners is encouraged to ask for feedback after each appointment as it gives all of the executive team an unbiased look at our service offering. We certainly monitor each review and where the reviewer leaves some details we try to address any concerns on a one-to-one basis. Some reviewers prefer to use a pseudonym, and this can lead to identification issues, so we try to reach out to them using the site. Obviously we love to receive glowing reviews, but we know that with many changes within the organisation this won't be the case every time, so we encourage a realistic view each and every time.

Brent - Anne Street Partners Marketing

I'm real - I just gave an honest answer to the request for a review

Yep, my review is real.

2 things:

1. any investment has some form of inherent risk. Thinking you'll make fifty-hundred percent return in two weeks on a property is ludicrous, its the real world, not blocyard blitz.
2. you do actually need to do some work and thinking for yourself. Do you think if they had some magic formula for making money appear from thin air, that they would be working?

See all 8 answers