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

Great Advise And Service

4 out of 5, reviewed on Aug 22, 2017

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

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Anne Street Partners Official

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 enj... read more »

Verified Customer

Happy with my Super now....

4 out of 5, reviewed on Jul 06, 2017

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.

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Anne Street Partners Official

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 wi... read more »

Verified Customer

Great team of advisors

4 out of 5, reviewed on Jun 02, 2017

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.

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Anne Street Partners Official

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 -... read more »

Great Service

4 out of 5, reviewed on May 25, 2017

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.

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Anne Street Partners Official

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, plea... read more »

Mollymook

  • 1 review
  • 1 helpful vote
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Verified Customer

Audit process 2017

4 out of 5, reviewed on May 19, 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

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Anne Street Partners Official

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... read more »

Verified Customer

Very professional and committed team

4 out of 5, reviewed on May 11, 2017

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.

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Anne Street Partners Official

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... read more »

Brisbane

  • 2 reviews
  • 1 helpful vote
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Verified Customer

Happy Customer

4 out of 5, reviewed on Apr 12, 2017

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 person found this helpful, do you? Yes

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Anne Street Partners Official

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 an... read more »

Verified Customer

Retired couple.

4 out of 5, reviewed on Mar 03, 2017

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.

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Anne Street Partners Official

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 you... read more »

Verified Customer

Good, honest advice that has kept us informed.

4 out of 5, reviewed on Mar 01, 2017

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.

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Anne Street Partners Official

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 ... read more »

Verified Customer

My Journey

4 out of 5, reviewed on Feb 23, 2017

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.

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Anne Street Partners Official

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... read more »

Melbourne Metro - North Eastern Suburbs

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Verified Customer

Give them a go

4 out of 5, reviewed on Feb 09, 2017

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.

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Anne Street Partners Official

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 dis... read more »

Verified Customer

Overall Review of ASP

4 out of 5, reviewed on Feb 09, 2017

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.

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Anne Street Partners Official

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 comple... read more »

Verified Customer

Peace of Mind!

4 out of 5, reviewed on Feb 01, 2017

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.

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Anne Street Partners Official

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... read more »

Verified Customer

Anne Street Partners Review

4 out of 5, reviewed on Oct 01, 2016

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.

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Anne Street Partners Official

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 fin... read more »

Verified Customer

Great start

4 out of 5, reviewed on Aug 15, 2016

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

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Anne Street Partners Official

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, p... read more »

Verified Customer

Mixed experience, excellent broker

4 out of 5, reviewed on Jul 20, 2016

I had been with ASP for a few years and was happy until there was some mix up in communication from my then case manager, which could have had astronomically bad outcomes for me. However my new broker Toni Lamb worked tirelessly to come up with solutions and ended up helping me to a result that was better than planned. Overall the experience was extremely stressful but Toni was really fantastic and I'm very grateful for her work

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Anne Street Partners Official

Hi STORY, many thanks for your review. Please accept my apologies about the mix-up that occurred with your account. I'm pleased to hear that Toni has worked on rectifying this for you and achieved ... read more »

Verified Customer

Financial Review

4 out of 5, reviewed on Jun 17, 2016

We have been with Anne Street for a few years have just had Jack restructure our finances to ensure quality of life in retirement. Thanks Jack well done.

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Anne Street Partners Official

Hi Chris B, Thank you for the review, I'm pleased we've been able to assist you with your finances.

Please let Jack know if you require anything further.

Kind regards, Brent - Anne Street Partners Marketing

Verified Customer

Prefessional Service and Great Product Knowledge

4 out of 5, reviewed on Jun 16, 2016

Jack Oineza from Anne Street Partners has been a great help in assisting us with our financial and lifestyle planning simplifying our Superannuation and insurance needs. He has even gone to the trouble of visiting us at home a time that suits us(even though his Sat-Nav has tried its best to make him late). Mustafa Haddad is currently reviewing our personal, home and investment loans and is looking to save us a considerable amount of money. I have no hesitation to recommend Anne Street Partners to my friends and family.

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Anne Street Partners Official

Hi Guy and Dearne, thank you for this review of Jack and Mustafa. I'm glad to hear that they're helping to save you money and giving you some valuable guidance for your finances. Jack must have a s... read more »

Verified Customer

Home Loan refinance

4 out of 5, reviewed on May 28, 2016

Just recently we have had Greg Sawyer from Anne Street partners having a look at seeing what could be done to refinance and consolidate some of our debts to save us some money and help get our finances back on track. Greg was able to go through several options for us and in the end we ending deciding to submit a loan consolidation application with the commonwealth bank which was approved and as a result we were able to get a low interest rate of 3.95% on the loan which resulted in saving of $850 a month which is a great result. Although this did take a while Greg kept us informed on what was happening all the way through and we are very pleased with the result and all of the great work Greg but in towards making this happen and getting us such a great saving and we would gladly recommend Anne Street and Greg Sawyer to any one looking to get their finances under control.

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Anne Street Partners Official

Hi Dave F, thank you for reviewing the service you've received from Greg. I'm delighted to hear that he's been able to save you a significant level with your lending requirements. There are some in... read more »

Verified Customer

Satisfied customer

4 out of 5, reviewed on Apr 15, 2016

We have been with Anne Street Partners for a few years now and we have found them to be very helpful in sorting out our finances and setting up our financial goals. More recently we met with Daniel Fochesato who is a senior financial advisor with Anne Street who helped us set up our financial plan and gave us sound financial advice. After our discussions with Daniel, we are confident that we can achieve our financial goals. Anthony & Michelle

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Anne Street Partners Official

Hi Anthony and Michelle, many thanks for reviewing our services. I'll certainly pass your feedback to Daniel - I know he'll appreciate you taking the time to write about your experience. As always,... read more »

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Questions & Answers

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 5 answers