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.
- Anne Street Partners Financial Advice
- Verified customer
Passionate about helping
Travis Stanley is always encouraging, attentive and personable whenever we meet with him. He has an incredible attention for detail and is highly professional but approachable in the way he works with us. We always feel like he's on our team when he makes suggestions or gently nudges us towards our financial goals. Travis is persistent in explaining processes to us and is always patient when we need more explanation. He is definitely passionate about his work, which is made apparent in the way he seems excited for our financial future. Meeting with him always leaves us optimistic about our goals. We'd recommend (and often do recommend) his services to anyone.
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Damian M.
- 2 reviews
- Anne Street Partners Financial Advice
- Verified customer
Professional & knowlegable
We had two financial advisors ( neither of whom we rated) prior to meeting Goran Velevski. We had only one meeting him until he joined Anne Street.When he joined Anne Street Partners we located him on Linkedin & moved to Anne Street .Goran is professional, & more that, is across products, tax rulings etc.We have every confidence in Goran's advice & would have no hesitation in recommending him & Anne Street as financial advisors.He goes out of his way to schedule appointments that suit the client- not him
Regards, Damian & Lynne McNamara
1 comment
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- Verified customer
Insurance advice - first class
We recently engaged Karen from ASP to go through all of our insurances. I couldn't believe how poor our existing policies were! Due to the complexity of all the policies, it was great to have Karen's expertise and we now have policies far more appropriate. This is an absolute must for everyone. I recommend Karen to everyone now. Very professional and knows her stuff!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Bronwyn, thanks so much for the 5 star review! It's great to hear Karen was able to review your current policies and make improvements so your insurance is now more appropriate your needs and lifes... Read more
tyle. Please don't hesitate to contact us if you need anything. Thank You, Anne Street Partners.Similar opinion? Write a review on ieatwords.com.au!
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FrankMelbourne
- Verified customer
Solid financial planning
I have been a customer of ASP for several years and have been dealing with Trent Bell for the last few. He has been instrumental in ensuring all components of our financial plan worked for us, taking into consideration life goals, current circumstances and often dealing with tricky and technical situations. Trent relentlessly dealt with Onepath after a situation arose and did not stop until a favourable outcome was reached.
Trent provides much needed expertise around strategy, planning and defense and backs it up providing clear and concise communication delivering a level of professionalism and comfort. No question is too difficult and no situation is too complex and i look forward to the years of thought leadership and guidance.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Frank, thanks so much for the 5 star review!
It's great to hear your adviser Trent has been able to assist you navigate through a difficult situation and help you create a financial plan that's personalised to your goals and needs. ... Read more
We are confident Trent will continue to provide you with exceptional advice into the future. Please don't hesitate to contact him should you need anything. Thank you, Anne Street Partners.Similar opinion? Write a review on ieatwords.com.au!
HRJQueensland
- Verified customer
Anne Street Partners - Setting Me on the Right Track
I engaged Anne Street Partners a few years ago to assist with my budgeting and personal finances but never proceeded with the advice because, well, life happened! However, earlier this year I contacted them again regarding their initial advice and plan and they not only assisted me with that but also helped to set up everything else I need to feel financially secure. The advice was friendly, relaxed and highly educational as they took the time to explain everything. I’m also assured knowing that Anne Street Partners will continue to provide assistance and advice going forward - as my life evolves, I want my finances to evolve too!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Hannah, thanks so much for the great review. We are delighted to hear your adviser Bhina has helped you become financially secure. We are confident Bhina will continue to provide you with great fin... Read more
ancial advice as your life evolves. Please don't hesitate to reach out to her should you need anything. Thank you, Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
- Verified customer
Financial Reveiw & Real Estate Team
We have been using Anne Street partners for around 9 years.
We have had Trent Bell looking after us for a while now and he is awesome :) he helps us manage our Home loans, Superannuation, Life insurance and TPD cover, even helped us get our last will and testament organized.
These all get reviewed every 6 months to make sure we are on the best home loan rates, and we have adequate insurance cover in case the worst does happen, and help us plan our budgets and look at our goals for the future.
Our superannuation has been growing very wel...Read more
l, they rolled all of our multiple super accounts into one for us, and have helped us figure out how best to invest it so we get the most on our returns. I'm so happy as I have only recently returned to work after having children so my superannuation was rather lacking, but with his help and management my super has actually grown with very little in the way of contributions this year, I'm am so happy with them and I can't recommend them enough. Kosta Moussageas from their Real Estate Team was fantastic :) He found us the perfect investment property and created a detailed report to show us why this was the perfect property for us. He looked at rental rates and vacancy rates, local infrastructure, worked out how much it would actually cost us per year. We never thought we would ever look at Real Estate as an investment but they have shown us why it was the best fit for us and I am happy we took the chance as it has indeed paid off at tax time like they said it would.1 comment
Anne Street Partners M.Anne Street Partners
Hi Angie, thanks so much for the great review on both Trent and Kosta. We're delighted our team has been able to help you create a brighter financial future.
It's great to hear they've provided you ... Read more
with the advise needed to make the right investment choices for you and your family. We are confident they will continue to provide you with exceptional service into the future. Please don't hesitate to contact them should you need anything.Similar opinion? Write a review on ieatwords.com.au!
- Verified customer
Great Advice and Great People
We thought we were on the right path to Retirement and then Travis called. We were way off the mark. Travis is not only a wealth of knowledge but he has also become a good friend. He has implemented a plan that has opened our eyes and made us believe that anything is possible. We cant thank him enough and would highly recommend any of our friends or Family to at least have a chat to him. We always look forward to our catch up meetings. 10 out of 10 from me
1 comment
Anne Street Partners M.Anne Street Partners
Hi Kev, thanks so much for the 5 star review on Travis! It's great to hear Travis has helped you create a brighter financial future and you would recommend us to others.
We are confident he will cont... Read more
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Rob N
- 2 reviews
- Verified customer
Always great service
We have been customers at ASP since they were WPS in the mid-2000s. Our initial experience was far from satisfactory but they immediately made it up to us in spades after apologising for their error. We have had a number of advisors since then but Adam and now Travis have looked after us for the last ten years. It's a one-stop shop for us; with advisers, real estate investment and tax all in one handy location. Travis understands us and what we're looking for in the future and works quickly to manage changes to our situation. Probably not the cheapest but well worth the price we pay - we saved three times what we paid in fees in the first year!
Highly recommended.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Rob, thanks so much for the 5 star review! We are delighted to hear Travis has made your future goals possible and accommodate for any changes. We are confident he will continue to provide you with... Read more
exceptional service into the future. Thank you, Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
- Verified customer
Onepath Income protection and TAL life insurance issue
Recently I experienced an issue with the set up of my above insurances. I contacted Trent Bell and he acted with a great sense of urgency to have this rectified. He kept me in the loop almost daily and he was very clear and concise in his emails to me and on the phone. This was extremely helpful as I was about to go on leave out of the country for a number of weeks so needed it resolved quickly. Trent Bell is very customer focussed and in all my dealings with him I have found him to be clear and concise.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Michelle, thanks so much for the 5 star review! We are delighted to hear Trent was able to rectify your insurance issue in such a timely manner so you could have peace of mind while you were out of... Read more
the country. We are confident Trent will continue to provide you with the same great service into the future. Please don't hesitate to contact him should you need anything. Thank You, Anne Street Partners.Similar opinion? Write a review on ieatwords.com.au!
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Andrew and EmmaNewcastle
- Verified customer
Professional and thorough
We have been clients of Anne Street Partners for many years and we have always been impressed by the professionalism and efficiency shown by all staff. Our advisor is extremely thorough in managing our investments and preparing us for our future financial goals. We always receive prompt replies to all our questions, even though we live interstate to the Melbourne office. Very impressive service shown by all!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Andrew & Emma, thanks so much for the great review on your adviser Isabelle. We are delighted to hear Isabelle has been able to help you create a brighter financial future.
Please don't hesitate t... Read more
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RobMelbourne
- Verified customer
Financial Plan Review
We have been dealing with Anne Street Partners for many years now and find the planners knowledge of property, superannuation and investments to be A1. They will go the extra mile to help with anything that involves financial planning and setting you up for retirement. I would not hesitate in recommending them to anyone looking for great advise and strategies.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Rob, thanks so much for the 5 star review! It's great to hear Thomas provided you with great service and advice and you would recommend us to others.
Please don't hesitate reaching out to Thomas s... Read more
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SaschaBrisbane
- Verified customer
Great advice and helpfull
I came in knowing a little of what wanted but, not knowing what I needed to secure myself and my son from the 'what ifs of life'. I ended up having a wonderful listener, who herd my concerns and made it her priority to find the best option for me. My advisor Bhina Paramanathan answered all my questions patiently and explained all my options that were out there for my son and I. Her wealth of knowledge, honesty and thoughtfulness gained my confidence in her as an adviser. I look forward to continue my business with her in the future.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Sascha, thanks so much for the great review!
We are delighted to hear Bhina was able to help provide you with peace of mind for yours and your sons future.We are confident Bhina will continue to p... Read more
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Sergio AriasMelbourne
- Verified customer
Book of knowledge,support and PROFESSIONALISM!!
I do not normally write reviews but because Anne Street Partners have been nothing short of amazing!! here I am. They have explained everything in great depth, taken the time to ensure we understood everything and our goals and objectives were met. Our adviser Isabelle Dixon: brilliant, thoughtful and knowledgeable has guided us through an excellent plan for our family which is already showing good results. Also I would like to thank our Real Estate expert : Kosta Moussageas which is very personable and full of Knowledge regarding Real Estate!...Read more
! ( thank you for getting us the house with the biggest living room in that stage!). Anne Street Partners show great professionalism and have a team of knowledgeable staff that all work together wonderfully to take care of their client's needs.1 comment
Anne Street Partners M.Anne Street Partners
Hi Sergio, thanks so much for the wonderful feedback on Isabelle and Kosta.
We are delighted to hear Isabelle has been able to help you reach your financial goals and has created a personalised plan... Read more
that is working for you and your family. Congratulations on your purchase of a new home! It's great to hear Kosta could help you on your journey and provide you with insightful knowledge.Similar opinion? Write a review on ieatwords.com.au!
- Verified customer
Great advice and service
My husband and I have been with Anne Street for some time now. We were referred by a friend and couldn't be happier. They have helped us purchase our first home and have always gone above and beyond to provide us with the best advice and assistance. Isabelle Dixon in particular has been exceptional. We would definitely recommend them to others looking for financial advice.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Danielle, thanks so much for the review. We are so delighted we could be part of your journey in helping you purchase your first home! It's great to hear Isabelle has provided you with exceptional ... Read more
service and advice. We are confident she will continue to grow your relationship into the future. Please don't hesitate to reach out to her should you need anything. Thankyou, Anne Street Partners.Similar opinion? Write a review on ieatwords.com.au!
- Verified customer
Very Happy with Service
My husband and I have been with Anne Street Partners since the acquisition of WPS and we have had a number of advisers during that time. We were very happy with Yanish Geerdharry but his role had changed and we are now seeing Angus Dowling. Angus has been providing advice and assistance to us in regards to our finances. We have always found him to be polite and professional and highly experienced in his respective field. He is very understanding and helpful towards our financial circumstances. We would highly recommend Angus Dowling to others in assisting with their finances.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Susan,
Thanks so much for your review of Angus. We are delighted to hear Angus has continued to provide you with a high level of service after a change over in advisers from Yanish. We are confid... Read more
ent Angus will continue to provide you with exceptional financial advice and assistance into the future. Thank you, Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
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Ann B
- 2 reviews
- Verified customer
Excellent Advice
Travis has only been a phone call, email or SMS away to be on hand to provide assistance. We have been working with him for a couple of years now and his advice has been extremely helpful. He has worked exceptionally hard to assist us in our retirement planning and budgeting and has guided us clearly and precisely over many consultations both in our home and at the office. He is a pleasure to work with and has quickly become a personal friend.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Ann,
Thanks for the great review. We are delighted to hear Travis has been able to provide you with exceptional service and advice over the years and has been able to provide you with a clear and... Read more
concise retirement plan. We are confident he will continue to grow your relationship into the future.Similar opinion? Write a review on ieatwords.com.au!
mattBrisbane
- Verified customer
Anne Street Partners
Hi,
I have been with Anne Street Partners for roughly 6 years. I have found their company quite professional except when there was a period of time where service was lacking with no contact from the company. I had to reinitiate contact and it took some time for someone to get back to me. I was told the Brisbane office had gone through a massive restructure.
I was assigned a new financial advisor after this; Bhina. She has exception people skills and is very diligent with her work. She has always contacted me promptly whenever I have any q...Read more
uestions. Bhina is very genuine and I am glad I was assigned her. I look forward to continuing to work with Bhina as she not only helps you plan your future she also makes you feel like your accountable for your savings or you'll be in trouble at your next appointment :) I rate Bhina 5 stars, but the company loses one star for the lack of contact during their restructure. Matt1 comment
Anne Street Partners M.Anne Street Partners
Hi Matt,
Thanks so much for your honest review, we delighted to hear Bhina has delivered a genuine service and is helping you reach your financial goals.... Read more
We apologise for any inconvenience caused during our business restructure and are glad to hear Bhina has worked diligently to restore your relationship. We are confident Bhina will continue to provide you with an exceptional service and will continue to grow your relationship into the future. Thank you, Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
DeanMSydney
- Verified customer
Outstanding Service
We have been with Anne Street Partners for some time now and we are extremely satisfied with the financial advice and guidance as well as implementation that we have received from Daniel and his team for Superannuation, Insurance and Investment. We highly recommended them.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Dean,
Thanks so much for your review. We are delighted to hear you are satisfied with the services provided by Daniel and his team and would recommend them to others. ... Read more
We are confident Daniel will continue to deliver a high level of service and continue to grow your relationship into the future. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
- Verified customer
Very thorough
A very thorough plan has been presented which has clarified our goals and set us up with a positive strategy.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Wayne,
Thanks for the review, we are delighted that Bhina could assist you in setting your goals and creating a positive financial strategy. We hope that you continue to value your relationship w... Read more
ith Bhina leading into the future. Thank you, Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
Lee SBrighton
- Verified customer
Top service and knowledge
Travis has been giving us financial advice for a couple of years now, we couldn't be happier with his service and knowledge. After a recent change to circumstances and charges, Travis was quickly able to review available products and advise of us of our options. Travis explained the options available and the pros and cons of each product and made recommendations, allowing us to make an informed decision.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Lee,
Thank you for the great feedback. We are delighted to hear Travis was able to guide you through your recent changes and give you the clarity and confidence to make an informed decision. We t... Read more
rust Travis will continue to provide you with a high level of knowledge and advise into the future. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
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Questions & Answers
Janasked
When did you close your Adelaide Office and why did you close it? Thank you Jan
No answers
Millie.masked
Are you partners with qnv constructions?
1 answer
Anne Street Partners M.Anne Street Partners
Hi Millie,
Thanks for your question – no we are not.
QNV is one of many developers that ASP Realty has acted as a vendor’s agent for, although ASP has not done so for some time.
JPGasked
what does pending approval mean please ?
1 answer
Gary W.Anne Street Partners
Hi JPG - Pending approval means that Product Review is validating the review to ensure it is genuine. The value of a site such as ieatwords.com.au is all genuine reviews are published about an organisation (both positive and negative) and the organisation does not get involved in approving a review. If they are genuine they are all published.
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Anne Street Partners M.Anne Street Partners
Hi Damian & Lynne,
Thank you so much for your 5 star review on Goran. We are delighted to hear you would recommend Goran and Anne Street Partners to others. ... Read more
We hope we can continue to deliver you the same great service into the future. Thanks, Anne Street Partners