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

Professional and practical advice

5 out of 5, reviewed on Jun 27, 2018

I delayed for way too many years in obtaining advice to secure as best I can my financial future. Travis was recommended to me and I am very grateful for that! The advice given and the personal interest shown to me has been such a relief - for the first time I feel the comfort of having someone so competent supporting me and planning for the future. I sincerely recommend Travis and the firm to anyone searching for support and advice tailored to such personal needs.

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Anne Street Partners Official

Hi Tony, thank you for your kind words. Travis has a genuine care for his clients and places them at the centre of all his advice which ensures he is able to provide you a solid foundation built on... read more »

Terrigal

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Verified Customer

Outstanding Financial Advice and Service

5 out of 5, reviewed on Jun 27, 2018

Tracy has been my financial adviser for at least 15 years. I could not be
happier with my choice of adviser. Regardless of what I say, Tracy is
outstanding as a financial adviser, outstanding as a caring service
provider who truly cares for her clients . Her knowledge and attitude and caring nature is second to none.
I would recommend Tracy and her services to anyone who needs them and my
recommendation is without any hesitation or qualification.
With Thanks to Tracy
John-Paul Granata

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Anne Street Partners Official

Hi John, Thank you for your wonderful feedback about Tracy. She certainly places the client in the heart of all she does which leads to an experience and service built on genuine care and trust. W... read more »

Verified Customer

Personalized and holistic financial advise

5 out of 5, reviewed on Jun 27, 2018

Getting our finance sorted through Anne Street Partners has been one of the best financial decisions we have taken in the last few years. They spent time to meet us and to understand who we were and were we wanted to go. They made sure we understood every single step of the process and made a great effort to educate us too, so we felt comfortable with our own decisions. They took care of all the paperwork and replied to emails/calls quickly and effectively. Working with them is a great idea to sort out your finance in the short and long term and feel at peace with it, instead of avoiding it or doing it wrong. Can't recommend them enough!

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Anne Street Partners Official

Hi Maria, thank you for your kind words. We are extremely happy to hear that Travis has given you a solid foundation built on clarity and purpose to build a brighter financial future. We are certai... read more »

Verified Customer

Customer Focused

5 out of 5, reviewed on Jun 27, 2018

I have been working with Travis Stanley for a couple of years now and really value the professional financial advice and service provided. I am on my way to being in a strong financial position for my future retirement as a result of the financial advice and recommendations tailored to suit my specific situation provided by Travis and Anne Street Partners. Thanks Travis for all your effort and guidance!

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Anne Street Partners Official

Hi Tracy, thank you for your kind words about Travis. We are extremely happy to hear that Travis has given you a solid foundation to build a brighter financial future leading into your retirement. ... read more »

Verified Customer

Willing and Able

5 out of 5, reviewed on Jun 27, 2018

We have been seeking the advise of Travis Stanley for many years now. We can throw any query at him and is always quick to come back with a solution. He is approachable and nothing is out of his knowledge. We have regular face to face catch ups that are always a pleasure.
The confidence that we hold in Travis, I have recommended him to my son to assist him in building his wealth.
I have spoken to other Financial Planners in the past but highly recommend Travis.
You will not be disappointed.

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Anne Street Partners Official

Hi Kylie, thank you for your wonderful feedback about Travis. He is a world of knowledge and we are very happy to hear that you value his time and knowledge to invest in you and your family to buil... read more »

Verified Customer

Great Advice, right decisions

5 out of 5, reviewed on Jun 27, 2018

We have been with ASP when they were WPS and a few years we were left high and dry and before the restructure had 8 advisors in 6 months. Whilst this left us a bit disappointed we persisted. That was 2 years ago and then along came TRAVIS. What a dynamic, young (compared to us) go getter. Travis works hard for us, and I’m sure for his other clients, and is always in communications with us on where we sit and if anything has changed. He takes time to walk us thru the options of our plan and makes sure we understand the process.

Due to a health issue last year, which has set us back a bit , Travis has been working hard with his team of keeping us on track for our future retirement. We look forward to continuing to work with Travis in the future.
K&R

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Anne Street Partners Official

Hi Kym and Rob, thank you for your honest feedback and apologise for the inconvenience caused with regard to your adviser as we worked through a difficult period to ensure we were best placed into ... read more »

Verified Customer

Amazing Customer Service

5 out of 5, reviewed on Jun 27, 2018

Travis has been the easiest person to deal with when it came to helping with financial situation. I am someone that can at times get very confused when it comes to super and financial information. Travis has a way to explain things in a simple way that has given me the opportunity to make the right decisions. I can't thank Travis enough and would recommend to everyone!

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Anne Street Partners Official

Hi Jake, thank you for your feedback about your experience with Travis. We are extremely happy to hear that he was able to provide you clarity, purpose and direction towards achieving your goals in... read more »

Verified Customer

Long Term Sound Advice and Service

5 out of 5, reviewed on Jun 27, 2018

We have been with ASP for over Ten years and our investments are paying off. We struggled years ago due to lack continuity but we have Bhina as our advisor over two years now and things are going well. The advice is sound and she understands our goals and lifestyle and tailors the plan accordingly. We would not be where we are today financially without ASP advice and services.

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Anne Street Partners Official

Hi Matt, thank you for your insightful feedback about Bhina. We are extremely pleased to hear that you are on track financially towards achieving your goals and we are confident that Bhina will con... read more »

Verified Customer

Outstanding service

5 out of 5, reviewed on Jun 21, 2018

When I was left with organising my mothers financial situation after she moved into aged care I didn't know where to turn. Then I found Tracy Dyer (my guardian angel). The professional advice and caring approach made it an easier transition. Her advice, knowledge of product and experience proved to me that I was in safe hands. I highly recommend Anne Street Partners. There are many financial planners on the Central Coast but none that would come close to Tracy.

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Anne Street Partners Official

Hi Suze, thank you very much for your kind words towards Tracy. ASP and Tracy feel very privileged to be the custodian of ensuring your world is in order in a time where all your attention is on yo... read more »

Verified Customer

Helpful and informative

5 out of 5, reviewed on Jun 15, 2018

Angus has been providing advice and assistance to me for sometime. He is very clear with his explanations and reasoning, helping me with budgeting, investing and future planning. The face to face catch ups are extremely worthwhile, keeping me on track and reminding me what is important. I would definitely recommend Angus as a financial planner.

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Anne Street Partners Official

Hi Christine, thank you for your feedback about your experience with Angus. We are extremely happy to hear that he was able to provide you clarity, purpose and direction towards achieving your goal... read more »

Verified Customer

High quality service with detailed explanation of strategy

5 out of 5, reviewed on Jun 13, 2018

We reached out to ASP months ago with intention to restructure our finance, and we feel excited to have Alex Thong as our financial planner. During multiple consultation session with Alex, not only did Alex advise the best approach to allocating our wealth, he was also being patient and considerate to answer our questions, walkthrough different financial products and demonstrate the logic behind every recommendation. We highly recommend the services Alex provided

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Anne Street Partners Official

Hi Mi, thank you for your feedback about your experience with Alex. We are extremely happy to hear that he was able to provide you with simple and tailored advice aimed towards helping you meet yo... read more »

Verified Customer

Great financial advice and professional service!

5 out of 5, reviewed on Jun 09, 2018

My dad referred me to Alex Thong in Anne Street Partners when my husband and I were looking for some financial advice. When we met with Alex, he took his time to understand our particular circumstances and tailored a strategy to help us achieve our financial goals.
We are very satisfied with the information and assistance we have received so far. Alex is very professional, knowledgeable, personable and patient. He always takes his time to explain everything clearly, simply and thoroughly.
We highly recommend Alex and Anne Street Partners for their services

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Anne Street Partners Official

Hi Grace, thank you for your feedback about your experience with Alex. We are extremely happy to hear that he was able to provide you clarity and simplicity in an industry of complexity and ensure ... read more »

Verified Customer

Excellent Service

5 out of 5, reviewed on Jun 05, 2018

We followed Tracy Dyer from St George Bank to Anne Street Partners. What a wise move! Tracy has always been on the ball with our portfolio and making great decisions with consultation with us. If it weren't for her help we would never have received benefits we were entitled to. She has been like a family member to us, always so polite, professional, understanding and yet available. We would highly recommend Tracy and Anne Street Partners.

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Anne Street Partners Official

Thank you for your kind feedback about Tracy, we are very grateful to have Tracy with us at Anne Street Partners and we feel very privileged to hear that she has always been like a family member to... read more »

Verified Customer

Setting us up for great goals

5 out of 5, reviewed on Jun 04, 2018

Trent has been a guiding star, Our meetings are focused and very relaxed and we really look forward to working towards our goal with such a professional approach. Without His help we wouldn't be where we are today.

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Anne Street Partners Official

Hi Sharmaine, thank you for your feedback about your experience with Trent. We are extremely happy to hear that he was able to provide you clarity and direction towards achieving your goals.

Kind Regards
Anne Street Partners

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Verified Customer

Great advice and service!

5 out of 5, reviewed on May 30, 2018

I've been with Anne Street Partners for a few years now, most recently with Angus. I can't overstate how much i appreciate Angus clear, friendly, tailored service. I don't know much about fiance but he explains it to me in a way i can understand. Highly recommended!

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Anne Street Partners Official

Thank you for your feedback about your experience with Angus. We are extremely happy to hear that he was able to provide you clarity, purpose and direction towards achieving your goals in a simplis... read more »

Verified Customer

Happy customer.

5 out of 5, reviewed on May 28, 2018

My wife and I have been using the services provided by Anne Street Partners for a number of years now and are very happy with both the information and assistance we have been given in that time. As a result we have restructured our finances, wills, insurances, superannuation, etc. We are very happy in particular with Angus Dowling and how he has put forward various recommendations to help us be in the best possible position when it comes time to eventually retire. We cannot recommend them enough and look forward to continuing to work together.

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Anne Street Partners Official

Hi Joey, Thank you for your extremely positive feedback both about your experience with ASP, but also your experience working with Angus. We feel very privileged to have been able to make such a po... read more »

Verified Customer

Professional, Knowledgable and Sincere

5 out of 5, reviewed on May 24, 2018

I approached Terry for advice concerning my superannuation and my particular circumstances as an overseas resident. Terry took the time to know my biggest concerns and address them with real solutions that met my needs. While I live abroad I need to know my investment future is in good hands and Terry and the Anne Street Partners have given me the confidence I am looking for.

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Anne Street Partners Official

Hi Steve, Thank you for sharing your insights and feedback about Terry. We feel very privileged to be chosen as the custodian of your financial future and we have every confidence that Terry will ... read more »

Verified Customer

Excellent service and a customised product

5 out of 5, reviewed on May 22, 2018

Alex Thong from ASP walked my wife and I through the whole insurance, investment and superannuation strategy and we couldn’t be more pleased with the outcome. The advice offered by Alex’s extensive product knowledge and excellent service helped us arrive at products and levels of cover that matched our needs now and in the future. Have already recommended ASP and Alex to friends.

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Comments
Anne Street Partners Official

Hi Hamish, thank you for your feedback about your experience with Alex. We are extremely happy to hear that he was able to provide you clarity and simplicity in an industry of complexity and ensure... read more »

Verified Customer

Caring and Professional

5 out of 5, reviewed on May 22, 2018

Being clients for over 10 years we have always had excellent advise. All our advisors have all been knowledgeable and willing to take time to explain the strategies. Daniel has been great considering we had him for a very short period filling in. Would recommend Anne Street Partners.

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Anne Street Partners Official

Thank you very much for your feedback and insights into your experience with Daniel. We trust that your new adviser Isabelle will continue to provide you with a high level of service and help you t... read more »

Verified Customer

Great service and always in my best interest.

5 out of 5, reviewed on May 22, 2018

Bhina is a great help and was great at stepping me through the whole process and clarifying any queries of mine.
I will definitely be referring her in the future!

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Anne Street Partners Official

Hi Blake, thank you for your feedback about your experience with Bhina. We are extremely happy to hear that she was able to provide your clarity and simplicity in an industry of complexity.

Kind Regards
Anne Street Partners

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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