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 Purchase

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 Purchase

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 appre ciated 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 Purchase

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 Purchase

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 Purchase

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 Purchase

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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Comments
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 Purchase

Great advice, saving me money in the long run!

5 out of 5, reviewed on Jun 23, 2017

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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 Purchase

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 Purchase

Terrible property advice. They are all about making money for themselves - not you

1 out of 5, reviewed on Jun 15, 2017

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Comments
Anne Street Partners Official

Hi drgave I read this review with concern. I'd appreciate you taking a moment to contact me directly at info@annestreetpartners.com.au so I can properly identify your account and assist you with th... read more »

Verified Purchase

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 Purchase

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 »

Verified Purchase

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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Comments
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 »

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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