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

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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Comments
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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Comments
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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Comments
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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Comments
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

Verified Customer

Financial reviewing at it's best

5 out of 5, reviewed on May 11, 2018

I've been dealing with Angus for over a year now, he's a fantastic financial planner, very knowledgeable, explains everything simply, I don't think I've ever walked away from a conversation confused. Would definitely recommend using Anne Street Partners

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Comments
Anne Street Partners Official

Hi Stephen, Thank you very much for your feedback and insights into your experience with Angus. We trust that he will continue to provide you with a high level of service and help you towards achi... read more »

Melbourne

  • 2 reviews
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Verified Customer

best thing we did

5 out of 5, reviewed on May 11, 2018

Joining Anne Street Partners has freed us from drowning in debt. They have been a great support in setting up budgets and helping with debt consolidation. With their help my partner and I had our first big holiday without worrying about money.
Totally recommend them to anyone who feels they have no way out of their financial situation.
Very happy clients.

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Comments
Anne Street Partners Official

Hi Maggie, Thanks for taking the time to leave such great feedback. We are excited that you are on the track of getting your debt under control. We hope you enjoyed your holiday.
Regards, Gary Walker - Head of Advice

Verified Customer

Great Advice

5 out of 5, reviewed on May 07, 2018

We are very impressed with the service we have received from Daniel. He has been very pleasant to deal with and his knowledge and professionalism have been exemplary.

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Comments
Anne Street Partners Official

Hi John, Thank you for sharing your experience with Daniel.

Kind Regards
Anne Street Partners

Verified Customer

Financial Review

4 out of 5, reviewed on May 04, 2018

The approach taken by Trent was thorough and he showed great understanding of what our expectations are with regard to what we wish to achieve in the next 20 years. He provided a number of different options that we could utilise to achieve these goals. His explanations were clear and straight to the point. Overall he was very knowledgeable and offered many insights.

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Comments
Anne Street Partners Official

Hi Linda, Thank you very much for your feedback and insights into your experience with Trent. We trust that he will continue to provide you with a high level of service and help you towards achiev... read more »

Verified Customer

Brighter Financial Future

5 out of 5, reviewed on Apr 12, 2018

My husband and I have engaged the services provided by Anne Street Partners (and its predecessors) for over 10 years. It feels like we have all journeyed the highs and lows of financial security together during that time. An informed Statement of Advice has always been provided by the team but at all times we’ve had the final say in what direction our wealth creation would take. In our recent annual meeting, there was a different vibe. We were introduced to a new client service manager James Sherwood. With his personable approach, James had done his research on us and conducted our meeting with such transparency that we had a renewed focus after two hours. But it hasn’t stopped there! He has continued to service us as clients but more importantly as parents wanting a brighter financial future for their children.

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Comments
Anne Street Partners Official

Hi Leni, thank you for this really insightful review of your experience with James. I'm really delighted to hear that you are happy with both your experience and the service you've received recentl... read more »

Verified Customer

Outstanding Service From Professional Staff

5 out of 5, reviewed on Apr 12, 2018

I have been a client of Anne Street Partners for several years now and have always found them to be professional and highly experienced in their respective field. Several years ago my personal circumstances changed and I found myself having to give up my employment to care for my disabled adult son. This period was tumultuous for me and I was in desperate need of expert guidance and assistance, especially dealing with the complicated paperwork and delays with regards to Centrelink. Isabelle Dixon took on my portfolio and after explaining to her my 12 months of frustration with still no outcome she took it upon herself to liaise with Centrelink. What can I possibly say to express my deep appreciation for what Isabelle did. Not only was she prepared to deal with the frustration that is Centrelink, but she persevered and eventually worked out the best strategy to be able to maximise the pension I could receive to support my son without dipping into my own retirement savings. If it hadn't been for this amazing lady, I would still have been struggling in my endeavours to work through the maze. I have no hesitation in recommending Isabelle or any other of the staff to assist you with your Investment and Retirement portfolio. My deepest thanks to Isabelle for looking after my financial welfare in such a professional and dedicated manner. She is a real gem!!!

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Comments
Anne Street Partners Official

Hi Alexandra, thank you for taking the time to give such a glowing review of Isabelle's service. I'm really pleased to hear what she was able to accomplish, to help you and your son. Isabelle is a ... read more »

Verified Customer

Excellent service! Professional and Personable!

5 out of 5, reviewed on Mar 28, 2018

I have been a client of Anne Street Partners for many years, but this is the first time I walked away with a sense of confidence. Due to a change in my financial situation earlier this year, I reached out to ASP to discuss my options. I invited my partner to attend the meeting as we both have little understanding about superannuation and insurances. Our first encounter with Travis was nothing short of professionalism coupled with a lot of laughter. We found Travis to be personable, very knowledgable and driven to ensure his clients are involved in their financial decisions. My partner and I are now both appropriately covered for insurances and invested in a superannuation strategy that works for us based on our current circumstances. A big thank you to Travis for his enthusiasm and commitment to ensuring we are looked after. Travis, we have thoroughly enjoyed our dealings with you.

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Comments
Anne Street Partners Official

Hi Candice, thank you for this wonderfully comprehensive review of Travis and the service he's providing you. I'm really delighted to hear that he's working closely with you to create a sustainable... read more »

Verified Customer

Great advice, great staff!

5 out of 5, reviewed on Mar 15, 2018

James and his team have been extremely helpful in helping me to organise and strive to reach my financial goals. They have been extremely informative and have have taken the time to explain in detail when clarification has been needed. I enjoy my meetings with James as they are always so positive and uplifting and I always walk away feeling more confident with my financial future. Keep up the good work team!

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Comments
Anne Street Partners Official

Hi Elsiana, thank you for reviewing James in our Brisbane office, it's much appreciated. I'm pleased that you are finding the advice that James is providing you to be valuable - he's very passionat... read more »

Verified Customer

Professional with a smile!

5 out of 5, reviewed on Mar 13, 2018

My wife and I have a large family and were juggling a lot of financial decisions, and as we found out, were paying too much for what we had! Bhina was extremely cheerful, helpful and knowledgeable about all sorts of insurance and superannuation products and got everything rolling to where we are now confident we are being looked after the way we need to be. Thanks Bhina and everyone at Anne Street Partners for helping us get sorted!

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Comments
Anne Street Partners Official

Hi Dave, thank you very much for taking the time to review your experience with Bhina and Anne Street Partners. It's great to know that she's been able to work with you and help your family develop... read more »

Verified Customer

Thank you!

5 out of 5, reviewed on Jan 02, 2018

Daniel and Daxa were extremely helpful and informative when sorting out our insurances and loans last year. They both made us feel very comfortable and explained things very clearly. They were also sensitive to our needs and limited availability as parents of young children. They were accomodating when visiting the ASP office with children or without children after hours. They also visited us at home which made things very easy for us. Both Daniel and Daxa are also easily contactable via email and phone and are happy to answer any questions we may have.
Thank you ASP and here's to a happy 2018!

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Comments
Anne Street Partners Official

Hi Savona, thank you for this review of Daniel and Daxa. It's wonderful to hear that they have been able to assist your finance and insurance needs. Our advisers try their best to address our clien... read more »

Verified Customer

Patient and professional

5 out of 5, reviewed on Nov 23, 2017

When I first started working with Anne Street Partners, my financial arrangements were a mess. Travis Stanley has patiently worked with me to sort out my tax, insurance, superannuation and investment arrangements. We have developed a sound plan that suits my circumstances and allows for changes and growth. I am very appreciative of Travis' guidance and counsel during this challenging time. Travis referred me to Peter and his team at Anne Street Partners Tax. I am grateful and relieved for the assistance Peter provided in sorting out my tax returns.

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Comments
Anne Street Partners Official

Hi Fern, it's great to hear that you've enjoyed Travis and Peters advice and guidance, so thank you for taking the time to review them. I'm delighted to hear they've been able to assist you, I can ... read more »

Verified Customer

Easy to deal with

5 out of 5, reviewed on Nov 22, 2017

We recently reviewed our insurances and superannuations after having to roll various super accounts. Bhina was professional, helpful, did all the leg work dealing with the multitude of people needed to sort our mess out and made it easy. Thank you Bhina for your help and explaining everything succinctly.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Sim1, thank you for taking the time to review Bhina in our Brisbane office. It's much appreciated and I will be passing your comments back to her State Manager who will be pleased to hear that s... read more »

Verified Customer

Professional and Informative Advice

5 out of 5, reviewed on Nov 22, 2017

Angus from Anne Street Partners did a thorough evaluation of our current financial situation and provided us with valuable information to consider as we transition to retirement. The emphasis being on protecting our assets and reducing risk. Excellent Service and advice.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Paul, thank you for reviewing Angus in our Melbourne office. I'm pleased to hear that he has been able to assist you with some quality guidance and advice. I'll pass your comments on to his Stat... read more »

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.

Was this review helpful? Yes

Comments
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.

Was this review helpful? Yes

Comments
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 »

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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 5 answers