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 Purchase

Great experience

5 out of 5, reviewed on May 02, 2017

Travis gave me a very personal and tailored experience.. it's my first foray into investments so it's pretty daunting but Travis explained everything really clearly. He also was very cost conscious for me as a young person, didn't try to upsell on bells and whistles that aren't necessary at my age or for my situation. I'm really happy with the professional experience I've received so far and am very happy to recommend to anyone else. Thanks Trav!

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Anne Street Partners Official

Hi Courtney, thank you for this wonderful review of Travis. I'll be passing this on to him - he will be really pleased! I'm glad that he's been able to demonstrate real value for you. It sounds lik... read more »

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Verified Purchase

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 Purchase

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 th
e 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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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

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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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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.

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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 Purchase

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 Purchase

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.

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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 Purchase

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

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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 Purchase

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 Purchase

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 Purchase

No courtesy of calling back. Unprofessional

2 out of 5, reviewed on Apr 05, 2017

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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 Purchase

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 »

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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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