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

Good advice and professional service

5 out of 5, reviewed on Dec 27, 2016

I had a great experience with Anne Street Partners when I refinanced my home loan earlier this year. Aaron was a big help in going over what my options were at the time. While Mustafa really went above and beyond when it came to making sure I got the best deal on my loan. Thanks a lot guys!

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Comments
Anne Street Partners Official

Hi Vaughan, Happy New Year! Many thanks for the review of Aaron and Mustafa's service. Please don't hesitate in contacting Mustafa or Aaron if you require anything further.

Kind regards, Brent - Anne Street Partners Marketing

Verified Customer

Professional Service

5 out of 5, reviewed on Dec 20, 2016

We have been clients of ASP previously WPS for over 6 years. Although we have had a few different advisers over the years they have provided us with sound advise in all aspects of setting up our SMSF, Wills, Insurances, Shares & investment properties. Daniel Fochesato out current adviser is very approachable & always availableas is also Dean & his Super team in QLD.Nothing is too difficult or a problem, they make themselves available when needed!
Outstanding professional service all round.

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Anne Street Partners Official

Hi Sonya D, thank you for this review of Daniel and our SMSF team! It's great to hear that you're enjoying the service you're receiving - I'm very pleased to hear this. As always, if you require a... read more »

  • 2 reviews
  • 1 comment
  • 1 helpful vote
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Verified Customer

Thank you Emma!

5 out of 5, reviewed on Dec 07, 2016

Emma has been helping us with the loan and she is fantastic.
I have been known her for more than 7 years and she used to be our bank manager in CBA. We really missed her dedication and professionalism since she left CBA, and were very happy to have found her again in Anne Street Partners.
She helped us to obtain quite a complicated business loan; her help was invaluable.
Without her we would not have purchased our home, she went an extra mile for us in that one.
I highly recommend Emma to anyone who is looking for an extremely professional mortgage broker.

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Anne Street Partners Official

Hi Elena, thanks for reviewing Emma - much appreciated. I'm really pleased to hear that she has been able to assist you with your needs - she's certainly a star! Thank you also for being such a str... read more »

Verified Customer

Sound service & always available for help

5 out of 5, reviewed on Dec 05, 2016

Justin has been our advisor for a number of years, providing quality, professional service whenever we touch base with him. He has overseen our financial planning & Insurance requirements & in the last couple of years, setup our Self Managed Super Fund. Dean & his Superannuation team have been a pleasure to deal with.
We recently purchased an investment unit within our SMSF, and Mustafa & his team come through with super fast service when their was some issues with contracts to allow settlement to proceed on the nominated date.
We would be happy to recommend Anne Street Partners.

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Anne Street Partners Official

Hi Stewart, many thanks for your review of Justin and a few of our NSW team and Dean's SMSF team - it's much appreciated. I'm pleased to hear that we have been able to assist you with your financia... read more »

Wollongong

  • 2 reviews
  • 3 helpful votes
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Verified Customer

Great advice and help

5 out of 5, reviewed on Dec 05, 2016

We have had Daniel as our adviser for a few years now and he has been great. Recently he helped us purchase our first investment property, and with the help of Aaron dealing with the property side, and Mustafa with the finance it all went really well. So far so good and hopefully they can help us again in the future.

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Anne Street Partners Official

Hi Carmel, Thank you for this review of Daniela and some of our NSW team. I'm pleased to hear that they've been able to help you with various aspects of your finances and investment needs. I know ... read more »

Brisbane

  • 1 review
  • 1 comment
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Verified Customer

Anne Street Partners,Professional

5 out of 5, reviewed on Nov 25, 2016

We've been with Anne Street Partners for several years and have found the staff to be professional, knowledgeable, friendly and very helpful. Whilst we felt a little uncomfortable discussing our personal financial situation at first, we were soon put at ease as the staff listened to our needs and formulated a financial plan that best suited us. We would not hesitate to recommend Anne Street Partners to family or friends.

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Anne Street Partners Official

Hi Mark, thank you for taking the time to post this review. I'm relieved to hear that your adviser and the team have put you at ease with discussing your situation. It's their job to make you feel ... read more »

Thank you Brent, everyone at Anne Street Partners has been great to deal with, in particular we've had several chats/meetings with Nathan and we cannot speak highly enough of him. Margo and I have ... read more »

Verified Customer

Great service, wonderful engagement from our advisor Alex

5 out of 5, reviewed on Nov 24, 2016

We have been with the organisation for a number of years and have always valued their advice through a succession of advisers during that time. All have them have been fantastic in the support and planning they have presented to us. This is particularly the case with our current adviser Aleksander Grujicic, Alek has never hesitated to be there for us when we have needed financial advice through a number of recent crisis, his manner and empathy as well as his knowledge of the issues and the industry as a whole have been exemplary and a credit to him and his employer. We wouldn't hesitate to recommend Alek or Anne Street Partners to friends and colleagues in the future

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Anne Street Partners Official

Hi Lee, thank you for this review of Aleks in our WA office. I've passed this to his State Manager and he's delighted to hear that Aleks has been able to provide such a great level of service to yo... read more »

Verified Customer

I would recommend them highly

5 out of 5, reviewed on Nov 23, 2016

We have used Anne st partners to help us get our finances in order and look at acquiring an investment property...i can happily attested that they have successfully done just that...i would and have recommend them to friends and family....our advisor Andrew rocks

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Anne Street Partners Official

Hi Sil, Many thanks for this review. I'm pleased to hear that Andrew's providing you with the guidance you require to build a brighter future! I'll be sure to pass on your comments. Please don't h... read more »

Verified Customer

Informative, Contemporary, Trustworthy

3 out of 5, reviewed on Nov 23, 2016

My husband and I have been clients with Anne St Partners for over a decade. They have listened well to our needs, informed and enlightened us about the financial and investment world, and assisted us with all the paperwork and regulations that must be complied with. I feel there is always someone there to "hold my hand" through every process and explain things to me in everyday language. Anne St Partners have assisted us with our investment portfolio (property and shares), retirement planning, and setting up our own self-managed superfund. Dean Rosario is the Superannuation Guru at ASP. Always contactable, personable and professional. If you want to feel secure that your SMSF is growing optimally, and compliant with every government regulation, this is the company for you.
They've been in the business for a very long time, and are always up-to-date with their knowledge and advice in a world where national and global economics are changing so rapidly. I recommend Anne St Partners to any of my friends or colleagues who are looking for reputable financial advisers.

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Anne Street Partners Official

Hi LindaB, thank you for this wonderful review of Dean and the team. I'm really pleased to hear they're looking after your financial needs. Dean's SMSF team are pros and I know they take a great am... read more »

Verified Customer

Great company for all things finance

5 out of 5, reviewed on Nov 21, 2016

My husband and I have been with Anne Street Partners (Previously WPS) since 2007. They have managed various aspects of our financial and legal requirements. These include, but are not limited to, our wills, life and income protection, super management, budgeting, and most recently the purchase of an investment property. Everything is handles efficiently with very little effort on our behalf. We mainly deal with Yanish and Michael at the Perth office but with the purchase of the property we have also been dealing with Damian. Everyone we have had dealings with have been very professional and they can answer all the difficult questions we put to them. Their solutions are tailored to our unique situation and have proven to be effective every time. Whenever someone mentions finances I am very quick to suggest they speak to Anne Street Partners. I cannot praise the team enough.

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Anne Street Partners Official

Hi Maxine, thank you very much for this review of our team. I've passed this on to the State Manager and he is delighted to hear that we have been able to assist you with your finances. It's great ... read more »

brisbane

  • 2 reviews
  • 1 helpful vote
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Verified Customer

trustworthy and very knowledgeable

5 out of 5, reviewed on Nov 18, 2016

We have been dealing with Alison and Nathalie from helensvale branch. They have been very informative and professional. They have provided us with great Income protection and life insurance that caters to our personal needs. They gave us all the education we needed to make well informed choices in our insurance package. They have succeeded in making us feel at ease and have taken a great amount of worry from our shoulders. Again very efficient , professional and knowledgeable. definitely would refer to other families and friends.

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Anne Street Partners Official

Hi Maria, thank you for your kind review of Alison and Natalie's service to you. I'm delighted to hear they've been able to help you with your requirements and given you the guidance you need to ma... read more »

Verified Customer

Review of Anne Street Partners experience through Financial Adviser Michael Michalczyk

5 out of 5, reviewed on Nov 18, 2016

Since arriving in Perth in 2014 Michael has been our Financial Adviser. We could not have asked for a more thoughtful, reliable, competent, helpful, friendly and supportive professional. Michael gave us positive and clear advice in the lead-up to the retirement of both my wife and myself. This has resulted in a client-adviser relationship built on trust and confidence in Michael's financial management skills and recommendations. We are now able to enjoy retirement based on sound financial and investment decisions. We thank Michael for his integrity and professional, caring manner and positive interest in our financial future. His calm and steady demeanour has made the whole next stage of life planning experience one to enjoy rather than be concerned about. Thank you!

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Anne Street Partners Official

Hi Robbert, thank you very much for taking the time to review Michael's service to you and your wife. I'm really delighted to hear that he's been able to support you in reaching your goals and buil... read more »

Verified Customer

Great Service

5 out of 5, reviewed on Nov 17, 2016

We have been dealing with Ben at Anne Street Partners Super Solutions for a few years and have received excellent service with our SMSF annual tax return. Ben is knowledgeable, efficient and always prompt with replies to emails resulting in the whole process flowing smoothly, even when complex issues needed to be resolved.

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Anne Street Partners Official

Hi Lorraine, thank you for this review - much appreciated! I'm pleased to hear that Ben is looking after your SMSF needs and keeping you well informed throughout the process, he's certainly very di... read more »

Verified Customer

Great advice!

5 out of 5, reviewed on Nov 17, 2016

Early days yet, but advice for retirement plan from Alison has been clear and concise. I highly recommend the professional and friendly way your team have handled my slightly ignorant and tedious questions. Well done Anne Street Partners.

June 23rd 2017 Update: Top service, great broker....

Thank you Emma at ASP for such attentive service in securing the best loans for my personal needs. You have assisted me through the tedious process of refinancing right through to settlement of investment property. I'm very happy with the support and information offered through every step of the process. I look forward our continued work/client relationship.

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Anne Street Partners Official

Hi Kez, Thank you for this review, on behalf of Alison, I appreciate it. I'm confident that you'll find Alison's approach to financial advice and her ongoing support really valuable. Don't hesitate... read more »

Verified Customer

Amazing

5 out of 5, reviewed on Nov 17, 2016

I've only been with anne street patterns for a short time only,my experience with Alison and anne street partners is second to none,promt ,efficient and always happy to help,mad my life so much eaier and looking forward to afriendy successful relationship in the future, 6 out of 5 ,

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Anne Street Partners Official

Hi Luke, Many thanks for taking a moment to review Alison. We really appreciate you taking the time to do this. I'm delighted to hear that she's been able to provide you with a great level of servi... read more »

Verified Customer

Thanks Alison Crawford

5 out of 5, reviewed on Nov 17, 2016

Alison has been advising me and looking after my financial situation with superannuation and insurance for the past 3-4 years. Alison is very knowledgeable in these areas and has helped me tremendously both personally and within my business. I am definitely staying with Alison and Anne Street Partners and look forward to a long association in the future.

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Anne Street Partners Official

Hi Imeldab, Thank you very much for the review of Alison. I'm happy to hear that she continues to provide you with a high level of service and you're happy with Anne Steet Partners. I'll pass these... read more »

Verified Customer

Matthew Jacobson & Anne Street Partners

5 out of 5, reviewed on Nov 12, 2016

Since Matthew took over as my adviser about 12 months ago, he has done more to set me up for my future than all my previous advisers combined. He is knowledgeable, friendly, helpful, enthusiastic and always available for advise. I'll definitely be staying with Anne Street Partners for the foreseeable future.

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Anne Street Partners Official

Hi AEaton, thank you for reviewing Matthew at our Melbourne office. I'm pleased to hear that he's been providing you with a high level of service. He's an incredibly diligent and professional advis... read more »

Verified Customer

Thank you, Alex!

5 out of 5, reviewed on Nov 09, 2016

Alex has been my advisor since he joined Anne Street Partners earlier this year. I appreciated that he took time to understand my personal financial objectives in the midst of professional uncertainty and family changes, eg job changes, casual work vs FT employment, transition to retirement, care arrangements for aging dependents, etc. I was especially grateful that he was responsive to random questions and patient in addressing concerns arising from govt or economic changes. He was able to provide guidance on options and understood my risk profile - giving me inputs about what was happening with domestic legislative issues as well as broader strategic implications which affect my savings and on-going retirement planning.

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Anne Street Partners Official

Hi lilaco - many thanks for the review of Alex's service to you. I'm delighted to receive this review and read over it. It's amazing to read the difference he has been able to make to your finances... read more »

  • 20 reviews
  • 52 comments
  • 1 question
  • 22 answers
  • 13 helpful votes
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Verified Customer

Fiona Olmedo at Anne Street Partners

5 out of 5, reviewed on Nov 04, 2016

I've been a client for a few years & seen several advisors. Fiona has listened to my requirements & put together a plan accordingly. She follows up where required & always happy to answer any questions I have. Aaron was also very helpful with my requirements & also listened to my requirements.

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Anne Street Partners Official

Hi James2015, Thank you for this review of Fiona and Aaron. I'm delighted to hear that you're receiving some excellent service and guidance from our NSW team. I'll be passing on your comments to th... read more »

Verified Customer

Andrew Kreskas & Anne Street Partners

5 out of 5, reviewed on Nov 04, 2016

We have been with Anne Street Partners for a number of years and found them to be very knowledgeable and have helped us immensely in setting things up for us financially so we chase our goals. Andrew Kreskas is our current advisor and he is great. He is happy to help in anyway he can and follows through any query we have had. We have made a number of larger financial decisions and have had Andrew and Anne Street there to help us. Would recommend Andrew and the team to anyone.

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Anne Street Partners Official

Hi Brad M, thank you for taking the time to post a review of the service you've received from Anne Street Partners and Andrew, we really appreciate it. I'm pleased to hear that you're receiving som... 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