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

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.

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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.

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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.

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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

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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!!!!.

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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.

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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.

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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..

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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 »

Verified Customer

Trust and Confidence in Tracy Dyer

5 out of 5, reviewed on Feb 01, 2017

When my Dad had to sell his property to cover the bond required for Hostel/Nursing Home accommodation we were lost as to where we could investment the surplus monies.
Tracy talked it over covering all aspects of his needs and then offered the Challenger Annuity for the Aged Care investment. I had Enduring Power of Attorney which enabled me to proceed with his investment in his best interest

This investment offered Dad the regular monthly pension amount that had benefits with his Tax and Centrelink. The knowledge and personal attention that Tracy offered my Dad was very special that left me with peace of mind to proceed with this investment.

At the event of my Dads death Tracy was there to offer all assistance in obtaining information and the necessary forms concerning his investment to proceed to probate.

I would not hesitate to recommend Tracy for any Financial Planning or Aged Care needs .

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Comments
Anne Street Partners Official

Hi FayeC, Thank you for this really touching review. I'm delighted to hear that Tracy has been able to work with you and guide you through some very complex decisions. It's great to hear that the p... read more »

Verified Customer

Peace of Mind!

4 out of 5, reviewed on Feb 01, 2017

We have been with Anne St Partners for a number of years now, we have purchased an investment property through them and it's made us think more about how we go about our finances. It's good to know that we have people there who have 'our back' and give great guidance when we need it, It's certainly given us things to think about that maybe we wouldn't have if we weren't with Anne St.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Wendy, thank you for your review - much appreciated! I'm pleased to hear that you're happy with the service you're receiving and the guidance you've received. We're here to keep you on track, so... read more »

Verified Customer

I have a secure future all because of Anne Street Partners

5 out of 5, reviewed on Jan 30, 2017

I was referred to Anne Street Partners by a friend who spoke so highly them. I decided to give them a call. I have now been with Anne street partners for 2 years. They have been amazing! I have an investment property, financial goals, financial security and also more knowledge about finances in general. They have supported me every step of the way, nothing is ever too much. I have regular reviews and calls to ensure everything is progressing and i know that i can pick up the phone if i had a question. They are experts! I never thought it would be possible to be almost home loan free and to have my own investment property. I can't thank them enough and highly recommend them to anyone.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Suz, thank you very much for taking the time to post this tremendous review of your experience with Anne Street Partners. I'm very happy to hear that your financial adviser has supported you on ... read more »

Verified Customer

SMSF MORTGAGE

5 out of 5, reviewed on Jan 24, 2017

I have just settled on a property purchase through my SMSF. Toni Lamb from ASP Brisbane was my mortgage advisor for this purchase. Toni is also currently assisting with another property purchase. During the entire process, Toni was very supportive, patient and understanding. She was always contactable, and made herself readily available for the many questions and queries that i had. I would thoroughly recommend Toni for anyone looking for mortgage services.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi CSBNE, thank you for this review of Toni's service. I'm delighted to hear that you've enjoyed the experience and Toni has been able to assist you. SMSF loans can be quite complex, so I know that... read more »

Verified Customer

Mortgage Interest Saving on re-financing

5 out of 5, reviewed on Jan 21, 2017

We recently engaged Anne Street Partners on refinancing our mortgage loans. The expert of Anne Street Partners reviewed our existing mortgage situation and negotiated a competitive package (loan rate) that saves us thousands of dollars per year. The mortgage expert is professional and has in-depth knowledge of the mortgage products. The entire loan application process was seamless and flexible. We are extremely happy with the overall experience & expertise. We are very grateful to Anne Street Partners who helps us save the mortgage interest we otherwise would have foregone.
Thank you!

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Comments
Anne Street Partners Official

Hi Veronica C, thank you for submitting this review of our mortgage broking service. It's much appreciated and I'm delighted to hear that we've been able to assist you! If you require anything furt... read more »

Verified Customer

Have set us up for a secure future.

5 out of 5, reviewed on Jan 20, 2017

We have only had positive experiences with Anne Street Partners. Communication has been clear and very informative. We have done things that we thought weren't possible with regards to investments which has been great.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Mick G, thank you very much for posting this review. I'm incredibly happy to hear that you're happy with our services and that we have been able to assist you with your financial investments. A... read more »

Verified Customer

Approaching Retirement

5 out of 5, reviewed on Jan 18, 2017

I would highly recommend Alex Thong, who has been my financial advisor for several years. He has given sound advice on my superannuation and transition to retirement, in a polite, calm, professional manner, providing clear explanations, simplifying as necessary for me to understand and has been thorough in following up on contacts or paperwork. He appears to be very committed to doing what is in the best interest of his client and I am comfortable trusting his judgement.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Carmel P, thank you for taking the time to post this review about Alex. It's really appreciated. I'm pleased to hear that Alex is providing you with a high level of service - he certainly is ver... read more »

Verified Customer

Tax area

5 out of 5, reviewed on Jan 17, 2017

Hi there, I have been a tax client of ASP for 3 years. Peter Kennewell is a consummate professional providing sound advice with good rationale. Peter understands his space extremely well and communicates complex tax issues very clearly and in language I can understand - have enjoyed all dealings with ASP, first class, thanks Michael H

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Michael H, thank you for your review, it's much appreciated! I'm delighted to hear that you're pleased with Peter's advice and the service that he's providing you. He certainly a true pro! Pleas... read more »

Verified Customer

Ok

3 out of 5, reviewed on Jan 13, 2017

After a very shaky start with different Mortgage advisers at Anne Street Partners, [name removed] came in and restored our faith with the company. After months of inaction, [name removed] offered prompt, sound advice which was action-ed promptly and efficiently. We wish [name removed] and [name removed] had been involved from the outset - both are a credit to the company - 5 Stars to both employees. I am somewhat reluctant to give Anne Street partners itself 5 stars due to the lengthy and muddled advice given prior to [name removed] and [name removed] - We also felt at times that previous advisers either weren't listening or disregarding our concerns. So Kudos to [name removed] and [name removed] once again, Very happy with the eventual outcome.

Was this review helpful? Yes

Comments
Anne Street Partners Official

Hi Richard, thank you for your review and the feedback. I'm sorry to hear that your original advisers didn't provide you with the service you expected and our relationship was somewhat muddled at t... 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 [email protected] - 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