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

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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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 »

Verified Purchase

Good advice and service

5 out of 5, reviewed on May 29, 2017

We received honest and efficient lending advice and support from Toni based on more general financial advice from Allison.

The advice wasn't necessarily what we wanted to hear but we are comfortable that it was the right advice for our objectives. We were pleased that Toni worked within that advice to get us the best deal and to do so efficiently. The lending support we received is most definitely the least-stressful we've experienced to date and we'd happily recommend Toni to others seeking assistance.

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Comments
Anne Street Partners Official

Hi Gavin, thank you for taking the time to review Toni and Alison's services! I know only too well that sometimes the best advice isn't what you like to hear. However, I know both Toni and Alison w... read more »

Verified Purchase

Good finance help, look forward to tax return now

5 out of 5, reviewed on May 28, 2017

We have always had great advice and help to get our money into order. With Alison she has a great sensitivity when she gives advice and with this it does help us to trust her more. Thanks Anne st partners and thanks Alison.

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Comments
Anne Street Partners Official

Hi Roy, thank you for this review! Alison will be delighted to receive it, especially the kind words. We look forward to assisting you into the future.

Kind regards, Brent - Anne Street Partners Marketing

Verified Purchase

Thank You!

5 out of 5, reviewed on May 26, 2017

As first time investors I wold like to thank Aaron for making us feel comfortable with the property process from start to finish. We have had multiple meetings over 6-12months and even as our goals changed over this time, nothing was too much trouble for Aaron. We really appreciated having our hands held through the process ... your time and patience. I have no hesitation in recommending both Aaron Martin and Fiona Olmedo. Thank you for your support and helping us make our goal a reality!

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Anne Street Partners Official

Hi LouLou, thank you for reviewing Aaron and Fiona - it's much appreciated. I'm pleased to hear that we have been able to assist you on your financial journey. We're just happy we could be part of ... read more »

Melbourne

  • 1 review
  • 1 helpful vote
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Verified Purchase

Step in the right direction

5 out of 5, reviewed on May 25, 2017

I have been using ASP for 5 years, I am now getting the most out of my income and I am well ahead of the field on my way to retirement and a debt free future.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Matt Thank you for taking a moment to review us - it's much appreciated! I'm pleased to hear you're on your way to a brighter future with our help - that's what we're here for. We hope you have ... read more »

Verified Purchase

Lifesavers

5 out of 5, reviewed on May 25, 2017

Between Natalie and Allison, I don't know what we would have done. They have saved our home, saved us from Bankruptcy, and have taken the hassle and stress and pain out of everything. They have been super nice and supportive, and I would recommend anyone who needs financial advise or is in trouble, GIVE THEM A CALL!

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Anne Street Partners Official

Hi Jen, thank you for taking a moment to review Natalie and Alison. They're a power team and pride themselves on going above and beyond! I'm humbled to hear that they've been able to assist you and... read more »

Varsity Lakes QLD

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Verified Purchase

Grea support & service

5 out of 5, reviewed on May 25, 2017

Following a recommendation from a friend, I made contact with Anne Street Partners and was put in touch with two lovely ladies; Alison and Toni. Since first meeting both ladies they have been very professional, respectful and very efficient and made the process very simple – all in laymen’s terms - no industry jargon. Both ladies have been so accommodating and available, with no question to meaningless to ask. I appreciate all their efforts and patience. It is always a daunting taking another step along the path to meet any financial goals, but, the ladies done all the hard work finding me the best arrangement for me and with no pressure placed on me throughout my communications, which is an additional reassurance when working with the team. All meetings were flexible and they came to me. All I had to do was make my choice from the information presented and sign the required documentation. I can finally begin to save money, see a clearer outcome and moving closer to achieving my financial goals. Alison, Toni and their team's professionalism and commitment to the consumer’s needs are faultless. I would recommend Anne Street Partners to anyone who is looking to review their financial situation with a commendable team of professionals.

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Comments
Anne Street Partners Official

Hi Ness, thank you for this comprehensive review of Toni and Alison's service. I'm really delighted to hear how simple they've made the process for you. It's great to hear they've been able to work... read more »

Great Service

4 out of 5, reviewed on May 25, 2017

We have recently engaged ASP to help us get the most out of our superannuation and insurances. We dealt with Allison and Natalie. Everything was made clear and easy and they were very knowledgeable and helpful.

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Anne Street Partners Official

Hi Steph, thank you for this review - I know Natalie and Alison will be ecstatic to know that you're happy with the service they've provided to you. They're our GC based power team! As always, plea... read more »

Verified Purchase

Without Anne Street, we wouldn't be where we are today.

5 out of 5, reviewed on May 21, 2017

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Anne Street Partners Official

Hi Suzanne, 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 »

Mollymook

  • 1 review
  • 1 helpful vote
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Verified Purchase

Audit process 2017

4 out of 5, reviewed on May 19, 2017

Having being with Anne Street Partners for several years now it was a pleasure to have had our auditing completed by Jodie, she was professional, polite and very efficient and made the process the simplest so far. The service provided this year left us feeling confident that everything had been identified, addressed properly and in a very efficient way, Thank you ASP and In particular Jodie and the audit team

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Linda, Thank you for taking the time to review the SMSF team for us, it's much appreciated and I know Jodie will certainly be happy to receive it! I'm pleased to hear that you're happy with the... read more »

  • 1 review
  • 1 helpful vote
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Verified Purchase

Excellent service with a smile

5 out of 5, reviewed on May 17, 2017

We have been using the services of Anne St (formerly WPS) for the last five years. There's been turnover of staff but we've just engaged the services of Emma Hawker as our Mortgage Broker. Emma is extremely efficient, knows her stuff and really tries to help. She is always on-hand for questions and gets the best out of the lenders she approaches. I cannot fault her work ethic and want to thank her for the effort she has gone to in the short period of time we have been dealing with her :)

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Jacs, thank you for this review of Emma's service! I'm really pleased to hear that she's been able to help you with your lending needs - she's certainly a pro and I know she works incredibly har... read more »

  • 1 review
  • 1 helpful vote
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Verified Purchase

Great Support

5 out of 5, reviewed on May 16, 2017

We have been dealing with Anne St Partners (WPS) for about 10 years now. Throughout that time we have seen numerous Advisers. We are currently seeing Pravesh Daya. Pravesh is extremely professional and thorough in his work. We are currently reviewing our personal status and are over the moon at the ideas that Pravesh has come up with. He and his team have kept us in the loop at all times and provided us with great advice. We look forward to working with Anne St Partners whole team through to the SMSF, Taxation and Legal teams.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Kate, thank you for taking the time to send through this review. I'm delighted to hear you're happy with Prav. He's certainly a very thorough and professional adviser - a real asset to our Brisb... 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?

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