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.

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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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.

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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.

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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.

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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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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.

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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.

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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

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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.

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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 »

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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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

Was this review helpful? Yes

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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 »

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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