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.

Sydney

  • 1 review
  • 1 helpful vote
Private message

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

Comments
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 »

  • 1 review
  • 1 helpful vote
Private message

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

Comments
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

  • 2 reviews
  • 1 helpful vote
Private message

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

Comments
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 »

  • 2 reviews
  • 1 helpful vote
Private message

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

Comments
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.

Was this review helpful? Yes

Comments
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 »

  • 2 reviews
  • 2 comments
  • 2 answers
Private message

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.

Was this review helpful? Yes

Comments
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.

Was this review helpful? Yes

Comments
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.

Was this review helpful? Yes

Comments
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

Was this review helpful? Yes

Comments
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

Comments
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.

Was this review helpful? Yes

Comments
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.

Was this review helpful? Yes

Comments
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

Comments
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.

Was this review helpful? Yes

Comments
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

Comments
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

Was this review helpful? Yes

Comments
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 »

Verified Customer

Keep Up the Great Work!

5 out of 5, reviewed on Feb 13, 2017

I would like to Thank Sean Browning in Port Macquarie for the excellent service and recommendations towards my life stage, I recently purchase a property on my own, I have a 10 year girl, as I was unable to afford paying insurance separately, Sean helped me with getting my life insurance and income protection within my Superannuation to protect me and my daughter for any future financial issues that may arise. Sean gave my step by step and worked with me. Due to the great service I received I have since recommended his services to my family and friends. Keep up the Great work!!!!.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Sanjana, thank you for posting this review of Sean's service for you and your family. I'm delighted to hear that he's been able to work with you to reach an outcome that works to protect your fa... read more »

Melbourne Metro - North Eastern Suburbs

Private message

Verified Customer

Give them a go

4 out of 5, reviewed on Feb 09, 2017

We have been advised by Anne Street Partners (formerly WPS Financial Group) since about September 2005. It is sometimes hard to decide whether we are better off financially or not - only retirement will tell. We have had a number of advisors over the years who have always been helpful, They have sold us investment properties, Wills, and set up a SMSF for us - the downside of all of this is more paperwork for me. I have now come to expect that an attempt to sell a service to me will be made when I visit. In return we have a team who are always happy to help if we have a financial matter to discuss. As with any service there are positives and negatives that come out of dealings with a company, if we need to meet it can happen on a Saturday morning and our current advisor (MJ) was very good and encouraging when we came into our annual appointment two days after my partner was asked to step down from his role at work and took a significant pay cut in the process - needless to say there were tissues on the table. The negative things in our experience are not deal breakers. I would recommend you consider Anne Street Partners if you are in the market for some financial advise.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Sarjg, Thank you for the detailed review - much appreciated. I'm pleased to hear that the team has been working with you to help with your financial position. I know (MJ) is always happy to dis... read more »

Verified Customer

Overall Review of ASP

4 out of 5, reviewed on Feb 09, 2017

We engaged with Anne Street Partners on recommendation about 3-4years ago as my wife & I were unconvinced that Super alone was going to cut it when we retire. We have had some hiccups along the way but by & large have very much appreciated the advice in setting up our financial goals & building a solid foundation for our retirement. Hopefully over the coming years we will start to see some real benefit to our decisions. Setting up an SMSF is an extraordinarily complex process & one which we found difficult to understand but the team at ASP have always been very patient & helpful with us & always very approachable. I feel that ASP have certainly taken on the bulk of the legwork which makes our lives much easier from the ease of signing documents, to the ease of submitting our SMSF tax return. We have certainly gained a lot of knowledge throughout this process & we're very glad we made the decision to engage ASP to help secure our future.

Was this review helpful? Yes

Comments
Anne Street Partners Official

HI Tim, thank you for this review. I'm pleased to hear that your adviser and the SMSF team have been able to assist you with building a foundation for your retirement. SMSFs can certainly be comple... read more »

Verified Customer

SMFS Team

3 out of 5, reviewed on Feb 07, 2017

We have been with Anne Street Partners for a few years now. We needed someone to assist us with the future moving towards retirement. their advisers have been very helpful and have set us up in good stead. however we were very disappointed when they sold off their SA part of their business (their clients) with out any communication before the sale was complete. and the new owner of our account had not made contact with us - we approached him when we received a letter in the mail.. not happy. A simple phone call would have been nice. they are always quick to call you to get your money.. probably not the review that you wanted but I know I am not the only client that feels this way.
But i must say that their SMSF audit section (which is separate from the rest) are very helpful and we are very happy with Dean and his team. They are always available for my questions on what I need to do.. makes you feel confident in doing something that can be confusing. Thank you Dean..

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Robby, thank you for writing this review - we encourage feedback from every client, so we appreciate you bringing your experience to our attention. It was certainly a difficult decision for Anne... read more »

4 of 15 pages


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