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.

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Verified Customer

Bhina was great to work with

5 out of 5, reviewed on Apr 26, 2017

Working with Ghina from Anne Street was great. She is very easy to deal with and certainly seemed to know what she was talking about. I have recommended Bhina to any friends I have interested in sorting out their finances.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Shane, thank you for taking the time to review Bhina's service - it's much appreciated. I'm pleased you found her easy to talk to and we certainly appreciate your recommendations. I know Bhina w... read more »

Verified Customer

An education

5 out of 5, reviewed on Apr 26, 2017

So my wife and I have used Anne St Partners back when they were WPS (and still with them). They are super professional and have helped us understand finances to a much better level than we ever could on our own.
Every meeting we have over the years have been nothing less than an education.

As far as our SMSF we have Ben Wallace that looks after this for us. He is always on the ball and nothing slips through, his eagle eye scrutiny is second to none, there just are no mistakes.

Peter Kennewell our Anne St Accountant has got us out of the mess we were in with our finances and what he doesn't know about money isn't worth knowing (but he'd know anyway).

With our bi-annual meetings we see Andrew Kreskas, always enthusiastic and a wealth of knowledge, shows us where we are with our financial position and our/their next move (which is always exciting) but also not judgmental which is really refreshing. (sometimes we spend a little more than we should).

We originally were cold called with these guys and was always skeptical but we gave them a chance and have to say was the best investment we ever made. We have so many investment strategies fielded that as our retirement gets closer, (13 years time) we just can't fail, I can already see that we will be able to travel OS 3 to 4 times a year as we currently do, have our property, share portfolio and Super look after us and also be able to look after our family when we're gone.

A huge thank you to Anne St Partners, we would have struggled in retirement without you.

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Anne Street Partners Official

Hi Stuart, thank you for this incredibly detailed review. It's really made my week reading how the team has been able to be a positive force in your financial well-being. It's great to hear how eac... read more »

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Verified Customer

Hassel free

5 out of 5, reviewed on Apr 25, 2017

Anne Street partners, The assistance provided in running and their engagement with every aspect associated with SMSF's, has made a tedious job easy.
Advice and accessibility is paramount.

Thankyou
Robert & Annette

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Robert and Annette, thank you very much for this review. I'm really pleased to hear our advice and SMSF teams are helping you with your finances. It's great to hear that they're helping make thi... read more »

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Verified Customer

Positive and professional organisation

5 out of 5, reviewed on Apr 24, 2017

Thank you Anne Street Partners for your professionalism and outstanding service over the past few years.I would have no hesitation in recommending Anne Street Partners to my friends and family for taxation and accountancy advice.
I have been very satisfied and look forward to continuing my relationship with Anne Street Partners in the future.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Kathryn, thank you for this lovely review. It really makes my day hearing this feedback and I know our team will be delighted to hear you're satisfied with the service they are providing. I know... read more »

Sydney

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Verified Customer

Great help

5 out of 5, reviewed on Apr 24, 2017

Running an SMSF means a lot of regulations to comply with, and Jodie and the team at Anne Street Partners make that process really simple for me by regularly checking on compliance with the rules, and letting me know promptly when things need to change. They also do all of our end of year accounts and returns, which makes the whole thing easy for me. Thanks.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Greg, thank you for reviewing Jodie and the wider Anne Street Partners team - it's appreciated and the feedback helps us understand where we're adding value. SMSFs can be tricky, so we're only t... read more »

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Verified Customer

Outstanding service

5 out of 5, reviewed on Apr 20, 2017

Working with Anne Street Partners and Jodie in particular was fantastic. Jodie kept me informed and ensured I completed everything on time. Her and her team ensured my tax return was done correctly and on time. THANK YOU for your professionalism.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Peter J, thank you for taking a moment to review Jodie and the service she and the wider team has provided you. On behalf of Jodie's State Manager, we're delighted to hear you're happy with your... read more »

Brisbane

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Verified Customer

Happy Customer

4 out of 5, reviewed on Apr 12, 2017

Our adviser, Pravesh Daya has only recently joined the company, but has worked very hard to identify our needs, provide advice and implementation assistance, as we move from employment into retirement . We highly recommend him!. In the past, Anne Street Partners have had some ongoing staff and organisational changes and this has meant some delays in responding to our needs (so only get 4 stars rating). This situation has improved recently. Overall we have no hesitation in recommending Pravesh

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Bob, thank you for this review of Pravesh and his advice, it's appreciated. I understand the past changes may have been disruptive, we try our best to minimise the impact of any staff changes an... read more »

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Verified Customer

Great service

5 out of 5, reviewed on Apr 10, 2017

I came to Anne Street Partners to get my super and insurance taken care of. Both Trav and Ellie looked after me and i felt like i was in good hands throughout the entire process.

Highly recommend these guys to anyone looking to get their financial situation taken care of.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Dale C, thank you for this generous review. I'm absolutely delighted to hear that you're happy with both Travis and Ellie's service. You're in great hands. As always, please let them know if yo... read more »

Verified Customer

Very happy with Anne Street Partners and our advisor Tracy Dyer

5 out of 5, reviewed on Apr 08, 2017

Tracy has been our advisor for several years. We have always felt comfortable with her advice and happy with the outcome. Trustworthiness in financial advise is most important to us as we have seen friends led in the wrong direction by receiving poor advise. We are very happy clients and feel valued.

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Anne Street Partners Official

Hi Robert, thank you for this review - it's much appreciated. I'll pass your comments onto Tracy, I know she'll be delighted to hear them and that you're happy with the advice she's providing you. ... read more »

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Verified Customer

No courtesy of calling back. Unprofessional

2 out of 5, reviewed on Apr 05, 2017

OK I will start with good things. They have behaved very professional so far. All the team @ WPS/ASP at Brisbane were excellent. However my most recent manager has been worst.
Unfortunately the two investment I had gone forward has failed.
Over last six months I have been asking for a reasonable explanation, but they cant come up with a satisfactory answer.
Now I am facing height of unprofessional-ism in terms of customer service.
I was advised by receptionist to contact thee area manger for complain. I have called and emailed at-least five times and he has no audacity to reply back once. I was told he has called me "once" when I was sleeping after night shift. I suggested to reply in email, but he still hasn't. It has frustrated me so much to write over here.

Hope someone listens.

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Anne Street Partners Official

Hi Sahil, I apologise if you feel our response so far hasn't been adequate and this has been frustrating for you - it's certainly not our intentions to have unhappy clients. Although it would be im... read more »

It is interesting how companies come up this smart excuses, where firstly they don't respond to unhappy customer appropriately via normal communication and than someone from social media team, come... read more »

Verified Customer

Great Financial Advisors - Personable and Professional

5 out of 5, reviewed on Apr 03, 2017

I recently employed Anne Street Partners and specifically Daniel Fochesato to be my adviser.
Daniel helped me gain a clear understanding of investments and provided a clear strategy for 2017 and beyond.
Daniel is very professional and has a substantial amount of knowledge and experience in financial planning matters.
Thanks again Daniel !! You made things very easy to understand.

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Anne Street Partners Official

Hi Damo, thank you very much for reviewing Daniel and the service he has provided you. I'm really pleased to hear he's helped to lay down the foundations for a great financial approach for this yea... read more »

Verified Customer

Does a great job looking after our SMSF taxation returns, but I wont use ASP ever again

2 out of 5, reviewed on Mar 22, 2017

Jodie is great, and gives us a good service at a good price - but the two investment housing purchases we have made (1 x SMSF, 1 x investment) with ASP advice were less than satisfactory. The investment property recommendation (build interstate for negative gearing and positive returns) has performed woefully, nothing like their projections - look on the web, and you will see similar stories. Do your due-diligence before committing.

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Anne Street Partners Official

Hi Jaytee, I've read your review with concern. I would like the opportunity to discuss this with you so I can understand the nature of the issues you have raised. Please feel free to contact me at ... read more »

Verified Customer

Retirement

5 out of 5, reviewed on Mar 22, 2017

I would like to thank Yanish for his help and assistance, support and expert knowledge in the past few years with my transition from work into retirement. He is very knowledgeable and always professional.
I would recommend him and Anne Street Partners to anyone in need of financial hep and guidance.
Thank you Yanish, and all the best

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Anne Street Partners Official

Hi Andrea, thank you for this review of Yanish's service, I appreciate you taking the time to submit this. I'll pass your kind words to Yanish, I know he'll be very happy to receive this! I know he... read more »

Verified Customer

Easy SMSF Tax Return

5 out of 5, reviewed on Mar 13, 2017

Thank you Anne St Partners for once again, for completing our SMSF tax return. The process was smooth and straight forward for complete novices such as ourselves. Jodi was extremely helpful with all our questions. I would definitely recommend Anne St partners if you are looking for friendly and professional financial advisors.

Was this review helpful? Yes

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Anne Street Partners Official

Hi PandT, thank you for your review of Jodi and our SMSF team. I'm pleased to hear that they are helping you navigate the world of SMSF - it can be complex! As always, the team is here to help, so ... read more »

Verified Customer

Retired couple.

4 out of 5, reviewed on Mar 03, 2017

Tracy has been looking after our financial and retirement funds for the last 5 years. When Tracy moved to Anne Street Partners we immediately transferred with her. We have been well looked after by Anne Street Partners and Tracy over the last 2 years and feel confident with their recommendations. We highly recommend both Tracy Dyer and Anne Street Partners to anyone needing Investment or Financial advice.

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Anne Street Partners Official

Hi Jeff, thank you for this kind review of Tracy our Erina Senior Financial Adviser - it's really appreciated! I'm delighted to hear she's been able to provide a consistent level of service for you... read more »

Verified Customer

Good, honest advice that has kept us informed.

4 out of 5, reviewed on Mar 01, 2017

We have used Anne St Partners for the last 4 years and have been happy with the service provided so far. Despite a slight hiccup that resulted in our first adviser moving on due to company downsizing, we have valued our new advisor, Jack and his guidance and advice since the beginning of 2015. We will continue to utilise the service in the future.

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Anne Street Partners Official

Hi Joelax Thank you for this review and I'm pleased to hear that Jack is providing you with some valued advice and guidance for your portfolio. Please don't hesitate in reaching out to him if you ... read more »

Verified Customer

Thank you

5 out of 5, reviewed on Feb 26, 2017

I would like to thank and recommend Dean Rosario for his guidance, support and expert knowledge when guiding me through the process of managing my SMSF. He has always been available to contact when issues require clarifying and he does so in a professional and timely manner. He has, with the guidance of ASP provided the pathway for my SMSF to be a rich portfolio whilst supporting my investment goals. I could not do this with you.

Was this review helpful? Yes

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Anne Street Partners Official

Hi Brandon, thank you for reviewing Dean in our SMSF team, it's much appreciated. It's great to hear first-hand that he's been able to assist you with this superannuation structure. I'm very please... read more »

Verified Customer

My Journey

4 out of 5, reviewed on Feb 23, 2017

I have been with WSP and now ASP for just over 5 years now. I am a single mum and over time they have helped me reset my goals, establish an investment property, update my life and income protection insurances and I have just completed my first proper SMSF tax return with finally having purchased a new property with the fund. I must say the amount of paperwork is sometimes overwhelming but it is nice to know that Ben and Dean are there to assist me with any issues or concerns and to lodge my returns. I had a long time financial adviser who regularly kept in contact with me however they left the practice to further their career and there were some issues in placing my account with a new advisor. I now have Justin Kim looking after me and he has been quite helpful and is currently assisting with updating my insurances and revisiting my home loans as my financial position continues to change.

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Anne Street Partners Official

Hi Single Mum, thank you for posting this review regarding your experience with Anne Street Partners. I'm pleased to hear that Justin and the SMSF team are helping you with your financial goals and... read more »

Verified Customer

Home Loan

5 out of 5, reviewed on Feb 19, 2017

I would like to thank Daxa for setting up my home loan. I was amazed at her service and her professionalism. Daxa is excellent in what she does. I would highly recommend to anyone that needs a loan.

Was this review helpful? Yes

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Anne Street Partners Official

Hi Robert, thank you for your review, that is very kind of you. Daxa is relatively new with Anne Street Partners, so I'm delighted to hear that you're happy with the service you've received. She ta... read more »

Verified Customer

Anne Street Partners found the Property for me that no one else could

5 out of 5, reviewed on Feb 14, 2017

Thanks to Aaron Martin at Anne Street for helping me find the investment property in Melbourne's west that no other agent in the local area seemed to be able to do.
Not only did Aaron find the property for me but he was instrumental in negotiating the best price, sale turn around time of a couple of weeks and quick settlement.

Kind regards - Peter Dymond

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Anne Street Partners Official

Hi Peter, thank you for this review of Aaron's service for you! I'm incredibly pleased to hear that he was able to help secure the investment you were looking for. He certainly enjoys a challenge, ... 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