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.

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Verified Customer

Fantastic guidance!

5 out of 5, reviewed on Sep 15, 2017

We were introduced to Anne Street a few years ago and at that time worked with Andrew in Melbourne. He guided us through our planning, budgeting, financial and long term goals. We are currently working alongside Matthew and the quality of the service continues to impress us.
Anne Street provide flexible access to their advisers, they've provided detailed analysis of our affairs, they make recommendations and outline strategies, all the while listening to our queries and demystifying the financial market. Highly recommended.

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Anne Street Partners Official

Hi Marg, thank you for reviewing Matthew in our Melbourne office, it's much appreciated. I'm pleased that you are finding the advice that Matt is providing you to be valuable - he's very passionate... read more »

Verified Customer

Professional yet caring...

5 out of 5, reviewed on Sep 15, 2017

Met with property and loan guys from Anne Street Partners recently, both were professional and responsive to our needs! Correspondence and support has been exceptional. Prompt follow up and information timely. We really appreciate their 'flexibility by coming to us' after hours and happy to meet with them anytime in future. Thanks Aaron & Michael

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Anne Street Partners Official

Hi Neena, Happy Friday! Thank you very much for this review of Aaron and Michael, it's made my day! I'm really delighted to hear that they have been able to help you and assisted you through your n... read more »

Verified Customer

the complicated made simple

5 out of 5, reviewed on Sep 12, 2017

Anne street partners have been really helpful over the years helping our financial situation improve with up to date information
While my knowledge of finance is limited the seemingly complicated Information is relayed in the simplest terms and our questions are answered with precision and in terms we can understand

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Anne Street Partners Official

Hi Reuben, thank you for this review, it's much appreciated by the team. I'm pleased to hear that they are helping to make your life a little easier by removing some of the complications associated... read more »

Verified Customer

Simple and easy advice

5 out of 5, reviewed on Sep 11, 2017

Bhina Paramanathan recently took over as our account manager. Being remote in north QLD we communicate mainly via Skype. The assistance in setting up our own SMSF has been great. We have no hesitation in recommending her services. Thank you!!

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Anne Street Partners Official

Hi Trent, thank you for taking the time to review the service, advice, and support you're getting from Bhina. I'm delighted to hear that using technology is helping to keep you up-to-date with your... read more »

Verified Customer

Very happy with service

5 out of 5, reviewed on Sep 06, 2017

Our advisers have always explained very well our options, and made sure our plan matches our needs for the best outcome for us. Our advisers have also made it easier for us by visiting us in our own home because we find it difficult to visit the office for reviews.

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Anne Street Partners Official

Hi Kaylene, thank you for taking a moment to write a review about your experience with your Anne Street Partners Advisers. I really appreciate you giving this feedback and I'm delighted that our ab... read more »

Verified Customer

Transition to retirement planning made easy

5 out of 5, reviewed on Aug 13, 2017

As new long distance Anne Street clients located in the NT we were apprehensive about communication and face to face meetings being available; Alison assured me that we would have no issues and she was right! Natalie ensured we had all paperwork ready for meetings with Alison and gave us a reminder prior to meeting dates. Alison has always been on time for meetings with all relevant information at her fingertips, questions are always welcomed and information explained in layman's terms which is helpful. Alison took great care in explaining the statement of advice and other financial details and obligations of a service provider so we understood the legal side. As this is the start of our journey we are looking forward to working with both Natalie and Alison to achieve our retirement goal. I would highly recommend 'Team Alison' (Alison and Natalie) for retirement advice

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Anne Street Partners Official

Hi Nick, thank you for taking a moment to review team Alison - it's much appreciated! It's great to hear first hand that both Alison and Natalie are able to provide you with great service and guida... read more »

Verified Customer

Exceptional Service

5 out of 5, reviewed on Aug 11, 2017

As new clients of Anne Street Partners (Gold Coast office), I can't speak highly enough about the service myself and my husband have received. Alison and Natalie have made our financial lives that much easier, their easy to speak to manner is a blessing. Their follow up service is exceptional and Natalie is always such a pleasure to speak with, her professional attitude is terrific. While we are very much aware that we are not Anne Street Partners only clientele, Natalie has the ability to make you feel as if you are. When speaking with you, nothing ever appears to be to much effort, if Natalie is unable to assist with your inquiry, she advises of such and doesn't hesitate to direct your inquiry to the right person. We are very happy they are looking after us and our finances, excellent service with terrific communication and recommend them without hesitation.

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Comments
Anne Street Partners Official

Hi Julie, thank you so much for this wonderful review of Alison and Natalie - our dynamic Gold Coast team! I'm extremely happy to hear that they're both providing you with such a high level of serv... read more »

Verified Customer

Genuine Service and Follow Up

5 out of 5, reviewed on Aug 04, 2017

Have been dealing with Anne St for some time now and the team that is in place at the Gold Coast office really is first class. Easy to deal with and they follow up and do exactly what they say, we can't fault Natalie and Alison at all. Very happy they are looking after us and our finances and recommend them without hesitation.

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Comments
Anne Street Partners Official

Hi Brett, many thanks for this review of our Gold Coast duo - Natalie and Alison. They'll be delighted to hear that you're happy with the service they're providing you. I know they really enjoy wor... read more »

Verified Customer

Refinancing loans

5 out of 5, reviewed on Aug 03, 2017

We have used Mustafa Haddad several times to help refinance or restructure our loans. Mustafa is extremely thorough, finding us not just the best rate but the best rate with a financial institution that will work with our future financial decisions. Mustafa will contact us when he thinks it's time to ask our financial institution for a better rate and always succeeds in getting us a reduced rate. I don't need to deal with the banks or shop around, Mustafa saves me time, offers to proof my paperwork, doesn't laugh at my silly questions and is a lovely and friendly person to deal with. I cannot praise or thank Mustafa enough for all he has done for us and would recommend him to anyone.

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Anne Street Partners Official

Hi Justine, thank you for this review of Mustafa's service and assistance with your lending needs, it's much appreciated! I'll pass your comments to Mustafa's line manager, I know he'll be delighte... read more »

Verified Customer

Mortgage Made Easy

5 out of 5, reviewed on Jul 25, 2017

I was putting off refinancing as I thought it was going to be a paperwork nightmare, Daxa from Anne Street Partners made the process simple and seamless, she even attended our home on her day off to ensure our papers were signed and sent properly. Excellent service with great communication!

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Comments
Anne Street Partners Official

Hi Chris, Thanks for the review of Daxa's service for your finance needs. I'm pleased to hear she's been able to assist you and your borrowing needs, she takes a real pride in her approach. As alw... read more »

16 View Street, Chatswood, N.S.W.

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Verified Customer

Great Service - Very Happy!

5 out of 5, reviewed on Jul 19, 2017

Recently, my husband and I through advice by our Financial Adviser, Fiona Olmedo from Anne Street Partners purchased an investment property in Queensland. We were introduced to Aaron Martin, NSW & QLD R E Manager, at Anne Street Partners who assisted us in this purchase. Throughout this whole process, Aaron had been most helpful, supportive and professional in his dealings with us. Often we had lots of questions regarding the Real Estate market especially in Queensland and Aaron had consistently been by our side assisting us. We really appreciated his efficiency & professionalism throughout this whole process. We both felt really comfortable with dealing with Aaron and wouldn't hesitate to recommend his services. We have been engaging Anne Street Partners in different areas of services like Financial Advice, SMSF and Real Estate and continue to find them professional, supportive and attentive to our requirements.

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Comments
Anne Street Partners Official

Hi Rosalind, thank you for taking the time to post this review of Fiona and Aarons service, they really appreciate it. I'm delighted to hear that we've been able to assist you with your financial n... read more »

Verified Customer

Refinance loan made easy

5 out of 5, reviewed on Jul 18, 2017

I met Mustafa Haddad this year. Mustafa has looked after my financial interests, helping to refinance my investment home loan, offering advice that is clear, and easy to understand. Mustafa helped me to organize paper work. Most important I didn't have to deal with Banks, which is not easy task for me.
Mustafa, I am grateful for the help I received from you. I would like to thank Fiona Olmedo as well for her advice and help as well.
My first home I bought was years ago through WPS, now I am with Anne Street Partners and happy to stay.
Anna

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Comments
Anne Street Partners Official

Hi Anna C. Thank you for this review of Mustafa's service and assistance with your borrowing needs and also Fiona, for her financial guidance. We really appreciate it and I'll be passing your revie... read more »

Verified Customer

Excellent service by a well oiled machine

5 out of 5, reviewed on Jul 08, 2017

Dean and his team have looked after my SMSF and kept me on track for many years with the regulatory requirements. I would not hesitate in recommending Dean to manage your SMSF.

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Comments
Anne Street Partners Official

Hi JJJ213, thank you for reviewing Dean and the SMSF team, it's much appreciated! I'm delighted to hear that they have been able to provide you with great service regarding your SMSF needs. Thanks ... read more »

Verified Customer

Been with them for over 10 years now & always very happy!

5 out of 5, reviewed on Jul 06, 2017

Started with Anne Street Partners when they were WPS. We have bought an investment unit through them and still have it, it has been a great investment (and I know of another customer that is not happy with their property investment through them, but our good luck and their not so good luck was due to the vagaries of the property market, not the advice given). We have refinanced our mortgages twice with them and gone through a number of changing financial circumstances. We always receive excellent advice and they always do all the hard work of filling in forms and comparing products. Yes, they do only provide a certain number of products to choose from - however they are upfront on all their commissions and tell you what the choice is out of (and not out of). They have undertaken at least two remortgages for us that entailed them doing a lot of work, for very little commission. They are proactive about regular contact, but not pushy. Over the time, we have had about 4 or 5 advisors assigned to us, and I have found all of them to be good to deal with. I have already recommended them to other people, and will keep doing so, and I think this is the biggest recommendation I can give.

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Comments
Anne Street Partners Official

Hi Kirsten, thank you very much for this really honest and insightful review of your experience with us. I'm pleased to hear that we've been able to assist you over the past decade. I'm also happy ... read more »

Verified Customer

Great advice, saving me money in the long run!

5 out of 5, reviewed on Jun 23, 2017

Fiona Olmedo has looked after my financial interests, always offering advice that is clear, thorough and easy to understand. I always have a choice in any decisions that I have made during my time at Anne Street Partners.
I absolutely love my investment property that I acquired approximately 4 years ago through Anne Street Partners, best decision I ever made. I am beginning to already see the capital growth and know that I purchased the property at a perfect time in an area of growth. I recently had made changes to my income protection insurance. This was initially explained to me by Fiona and the savings per annum that I would make by changing, was too good not to proceed with this. Vanessa Miller then worked closely with the process, always being thorough in her communications. I trust Fiona to oversee my finances, she has shown to have great knowledgeable advise.

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Comments
Anne Street Partners Official

Hi Suzy, thank you for taking the time to write this review of Fiona's service. I'm pleased to hear that you're happy with your investment and Fiona's guidance for your finances. I'll pass on your ... read more »

Verified Customer

Anne Street partners makes investing easy

5 out of 5, reviewed on Jun 21, 2017

Anne Street partners has made preparing for early retirement extremely easy. They listen to what you want and provide multiple options to suit your needs. I have little time to spend looking after my investments and Anne Street partners makes that possible whilst still retaining the best outcome. They are also extremely resonsive to changes in life and take the time to ensure you feel comfortable with the results. I am extremely happy with the service particularly my representarive Yanish and would recommend it to anyone.

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Comments
Anne Street Partners Official

Hi Tracey, thank you very much for submitting this review of Yanish. I'm delighted to hear that he's been able to assist you with your finances and provide you with ongoing service. We all know how... read more »

Verified Customer

Fluid transition with new account manager

5 out of 5, reviewed on Jun 10, 2017

Bhina Paramanathan recently took over as our account manager. She was effortless in her ability to clarify our goals, identify our needs, and improve our current financial situation. She implemented agreed changes efficiently, and effectively and provides strong support to keep us on track! We have no hesitation in recommending her services. Thank you!!

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Comments
Anne Street Partners Official

Hi Carla Thank you for adding this review of your experience working with Bhina. I'm delighted to hear that you're happy with her service and support. Please don't hesitate in getting in contact w... read more »

Verified Customer

Complex made simpler

5 out of 5, reviewed on Jun 09, 2017

When the idea of setting up an SMSF first came to our minds, it sounded so complex and scary until we met Alison and Natalie from ASP. With Alison's wealth of knowledge in all things SMSF and financial planning, and an ability to communicate in simple terms, the journey became so much simpler and exciting. Because of Alison's help, we now have an SMSF that is customised to our circumstances. Alison and Natalie continue to assist us in our financial and lifestyle planning and through their continued advice, Katrina and I can now confidently plan and manage our financial future. Alison and Natalie are very good at communicating by replying promptly to emails and phone calls. Alison and Natalie and very friendly and easy to talk to which makes visit to their office a wonderful experience. We look forward to continuing our relationship with ASP as they continue to assist us in strategically planning our future.
Regards

William and Katrina Inonda

June 11th 2017 Update: Very helpful advice

Toni has recently helped us buy our first investment property through our SMSF. Toni has also recently helped us refinance our current homeland through Westpac. We have found Toni to be very knowledgeable when it comes to lending and real-estate. Toni has looked after our interest by making sure that we obtained a competitive loan and property that best suits our circumstances. Thank you for your ongoing help Toni and we look forward to doing more business with ASP in the future.

Regards

William and Katrina Inonda

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Comments
Anne Street Partners Official

Hi William and Katrina, thank you very much for this review of Alison and Natalie's service. It makes my day hearing that you're enjoying the experience and they've been able to assist you with you... read more »

125 Broken Head Road Newrybar NSW 2479

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Verified Customer

Feedback re our Finacial Advice from Alison Crawford

5 out of 5, reviewed on Jun 02, 2017

Alison Crawford is our Financial Adviser, going back a few years, since her time with St. George and it was a great disappointment when she left St.George as she had skillfully recommended, discussed with us, set up and implemented our agreed strategy.

We were equally very happy when she contacted us lately working with Anne Street Partners, as the services and advice from St. George had been at best mediocre, since Alison left.

At renewed face to face discussions with Alison, our present situation was reviewed and Alison later presented her proposal, which we accepted after another meeting, where Alison again came to our home in Newrybar.

The Anne Street proposal was built on Alison's St.George initial strategy, but modified to suit our present situation. The agreed new setup is a further develop our initial strategy.

We are looking forward to very much to continue our relationship with Anne Street and Alison and will early June have another meeting to review next steps.

Regards
Ola Backstrom

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Comments
Anne Street Partners Official

Hi Ola, many thanks for taking a moment to submit this review for Alison. I'm very pleased to hear that she's been able to pick up your strategy and tailor it further for your needs, but most impor... read more »

Verified Customer

Professional and Hassle Free!

5 out of 5, reviewed on Jun 01, 2017

Dean and the tax team provide fantastic service and guidance through the dreaded tax time with Self Managed Super Funds. They provide checklists for relevant documents to submit and take care of all the complexities involved. It's so worth engaging the team for peace of mind and stress free for us novices. We have complete faith in their abilities and having our best interests at heart.

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Comments
Anne Street Partners Official

Hi Michelle, thank you for this review of our SMSF team! It's great to hear that Dean and the team have been able to make this complex area simpler for you and ensure that you remain compliant. Ple... 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 [email protected] - 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