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

Positive and Enthusiastic

5 out of 5, reviewed on Nov 17, 2017

We have been with Anne Street Partners since the acquisition of WPS and we have had a number of advisors during that time. Recently our file has been transferred to Travis and he approached us with a willingness to understand our circumstances and find a way for us during this challenging time. He has been able to review where we are up to, provided advise and execute the plan very promptly and efficiently without impact to us. Travis has remained positive, enthusiastic and very supportive to us and this has been extremely appreciated.

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Anne Street Partners Official

Hi Alison, thank you for reviewing your experience with Travis and Anne Street Partners. I'm pleased he's working with you and providing great service. He's a highly-regarded adviser, so I know he'... read more »

Verified Customer

Passionate and Professional

5 out of 5, reviewed on Nov 16, 2017

My partner and I have only recently begun working with Anne Street Partners but it has already been a very enjoyable experience, We contacted Travis in order to sort out our insurances and to make sure our super was working as hard as it could be for us.

After speaking with Travis and hearing how passionate he spoke about our finances and how he took the time to explain everything so we could understand, we decided to also open an investment portfolio. Travis understood our needs and set out a financial plan that was personally suited to us and our circumstances.

With Travis's expertise and the professionalism both himself and his team have shown in dealing with us it has made us excited and confident we have taken the first steps in having a financially secure future,.

I would not hesitate to recommend Travis and the team at Anne Street Partners.

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Anne Street Partners Official

Hi Craig, thank you very much for taking the time to review your experience with Travis and Anne Street Partners. It's made my day to hear that he's been able to work with you and help you develop ... read more »

Verified Customer

Couldn’t recommend higher!

5 out of 5, reviewed on Nov 13, 2017

My husband and I had a new year goal to sort out our personal insurances and savings plan to make our short term and longer term superannuation funds work harder for us. We saw a product review on here and gave them a call. We met with Travis from Anne Street Partners a week later and haven’t looked back. Travis took the time to understand our needs and put together a plan that worked for us and did all the heavy lifting sorting out our super. I couldn’t recommend Travis and the team higher!

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Anne Street Partners Official

Hi Rhianna, thank you for such a lovely review of Travis and the service he's provided you. It's great to hear he's been able to assist you with your finances and help you plan for the future. Cert... read more »

Verified Customer

Excellent Service

5 out of 5, reviewed on Nov 07, 2017

I've nothing but gratitude for all the advice and service that Anne Street Partners have provided, especially Aaron for his expertise on investment property, Daxa making our refinance a breeze and Daniel our trusty financial advisor. Thank you. We couldn't have done it without you.

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Anne Street Partners Official

Hi Maria, thank you for this review of Aaron, Daxa and Daniel. It's wonderful to hear that they have been able to assist your financial and investment needs. It's great to hear first-hand that you'... read more »

Verified Customer

Alex Thong customer service

5 out of 5, reviewed on Oct 26, 2017

On behalf of my family and myself I would like to thank Anne Street Partners in particular Alex Thong not only for his financial advise which occured over many years,but the compassion direct manner and insights in which he implemented my requests .He successully created and executed all my financial requirements. On a professional note Alex is a detail-oriented and extremely competent man.On a personal note for the weeks I was hospitalised Alex on several occasions would visit the hospital after hours to assist me in organising my financial matters.Several times he arrived at the hospital at 7-00am and on two occasions Alex arrived late in the evening with hospital staff allowing him to stay till 9-00pm suddenly my life after major heart surgery became extremely streamlined,giving me piece of mind.There was an endless amount of paperwork to be carried out as Alex wanted every detail implemented as this was a very trying period in my life.As Alex Thong's employer Anne Street Partners should be proud of the quality they have in this wise up standing man. He is an extraordinary financial adviser.

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Anne Street Partners Official

Hi Neville, thank you very much for this generous review of Alex's service. I was incredibly humbled to read this and I have taken the opportunity to share this with our Executive team. I am very p... read more »

Verified Customer

Excellent service!

5 out of 5, reviewed on Oct 09, 2017

Daxa from Anne Street Partners made our loan refinancing a breeze. She's explained every details to us and she achieved the best outcome for our situation. Daxa responds to our needs in the most efficient/effective manner (even after the loan settlement). We are very satisfied with the service. Highly recommended!

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Anne Street Partners Official

Hi Del, thank you for this kind review of your experience working with Daxa. I'm pleased to hear she's been able to make the refinancing an easy process for you - it can be a stressful time, and sh... read more »

Melbourne, Australia

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Verified Customer

Comprehensive and well-considered advice

5 out of 5, reviewed on Oct 03, 2017

We are relatively new to Anne Street Partners and are very happy with their guidance and advice. They have provided us with home-based reviews once to twice a year, and have flexibly managed significant changes to our financial situation. Advice is well supported by evidence and documentation is thorough and timely. I would absolutely recommend them to others.

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Anne Street Partners Official

Hi Tanja and happy Wednesday! Thank you for submitting this review of our service to you. I'm very happy to hear that you're pleased with our service and I've passed this feedback onto the State Ma... read more »

Verified Customer

Excellent Service & Advice

5 out of 5, reviewed on Sep 27, 2017

The team at Anne St Partners are great! Everyone I have dealt with are incredibly professional and have excellent knowledge in their fields. Everything was explained in a way I could understand, this had not occurred when receiving financial services from big banks. Would definitely recommend Anne St Partners to people looking for exceptional financial services!

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Anne Street Partners Official

Hi Boyd, thank you for posting this review of your experience with us. It's great to hear that you're happy with our service and advice, we do try very hard to make the experience seamless and easy... read more »

Verified Customer

Great financial product

5 out of 5, reviewed on Sep 26, 2017

Anne Street Partners have provided us with great advice, faultless service and a very holistic approach to our financial goals. I would highly recommend them to anyone looking for a comprehensive financial plan.

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Anne Street Partners Official

Hi Kristi, thank you for reviewing us. It's much appreciated. I'm pleased to hear that you've found our service and advice of a high standard. It's great to hear that it's helping you with your fin... read more »

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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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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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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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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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 »

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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