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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Financial Advice, Debt Consolidation, Tax SolutionsBeardyBrisbane
- Anne Street Partners
- Verified customer
Very sincere and interested in seeing the best results for us
We have been using ASP for many years and sincerely enjoy the positive and supportive relationship we have with all their financial consultants. My partner and I are very much at ease for the future financially, all thanks to the hard work and commitment of our consultant
1 comment
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GeoffWGlenore Grove
- Anne Street Partners
- Verified customer
Outstanding Financial Advice
A call from Travis suggesting a review of our finances could not have been more timely. A change in our circumstances meant we now needed professional financial advice more than ever. The enthusiasm he showed in assisting us through this time now and toward a sound financial future was truly something we have not come across before. We now feel so much more at ease knowing we now have Travis and Anne Street Partners along on our financial journey. I strongly feel that everyone should seek some form financial advice and would thoroughly recommend Travis for advice and a plan to suit your specific needs. Thanks again Travis.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Geoff,
Thanks so much for the great review! We are delighted Travis has been able to provide you with assistance and advice during a time when you needed it the most. It's great to hear he has pr... Read more
ovided you with an enthusiastic and unique service and that you would recommend his financial advice to others. Please don't hesitate to reach out to him again should you need his assistance. Thank you, Anne Street Partners
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- Anne Street Partners
- Verified customer
Professional and practical advice
I delayed for way too many years in obtaining advice to secure as best I can my financial future. Travis was recommended to me and I am very grateful for that! The advice given and the personal interest shown to me has been such a relief - for the first time I feel the comfort of having someone so competent supporting me and planning for the future. I sincerely recommend Travis and the firm to anyone searching for support and advice tailored to such personal needs.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Tony, thank you for your kind words. Travis has a genuine care for his clients and places them at the centre of all his advice which ensures he is able to provide you a solid foundation built on cl... Read more
arity and purpose to build a brighter financial future. We are certain Travis will continue to provide you with a high level of personalised service and peace of mind as you together build a plan for your future. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
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JPGTerrigal
- Anne Street Partners
- Verified customer
Outstanding Financial Advice and Service
Tracy has been my financial adviser for at least 15 years. I could not be
happier with my choice of adviser. Regardless of what I say, Tracy is
outstanding as a financial adviser, outstanding as a caring service
provider who truly cares for her clients . Her knowledge and attitude and caring nature is second to none.
I would recommend Tracy and her services to anyone who needs them and my
recommendation is without any hesitation or qualification.
With Thanks to Tracy
John-Paul Granata
1 comment
Anne Street Partners M.Anne Street Partners
Hi John,
Thank you for your wonderful feedback about Tracy. She certainly places the client in the heart of all she does which leads to an experience and service built on genuine care and trust. We h... Read more
ope that you continue to value your relationship with Tracy leading into the future as she helps you build a brighter financial future. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
maria cayetanabrisbane
- Anne Street Partners
- Verified customer
Personalized and holistic financial advise
Getting our finance sorted through Anne Street Partners has been one of the best financial decisions we have taken in the last few years. They spent time to meet us and to understand who we were and were we wanted to go. They made sure we understood every single step of the process and made a great effort to educate us too, so we felt comfortable with our own decisions. They took care of all the paperwork and replied to emails/calls quickly and effectively. Working with them is a great idea to sort out your finance in the short and long term and feel at peace with it, instead of avoiding it or doing it wrong. Can't recommend them enough!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Maria, thank you for your kind words. We are extremely happy to hear that Travis has given you a solid foundation built on clarity and purpose to build a brighter financial future. We are certain T... Read more
ravis will continue to provide you with a high level of personalised service leading into the future and continue to ensure you have peace of mind. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
TracyBrisbane
- Anne Street Partners
- Verified customer
Customer Focused
I have been working with Travis Stanley for a couple of years now and really value the professional financial advice and service provided. I am on my way to being in a strong financial position for my future retirement as a result of the financial advice and recommendations tailored to suit my specific situation provided by Travis and Anne Street Partners. Thanks Travis for all your effort and guidance!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Tracy, thank you for your kind words about Travis. We are extremely happy to hear that Travis has given you a solid foundation to build a brighter financial future leading into your retirement. We ... Read more
are certain he will continue to provide you with a high level of personalised service leading into the future. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
KylieBrisbane
- Anne Street Partners
- Verified customer
Willing and Able
We have been seeking the advise of Travis Stanley for many years now. We can throw any query at him and is always quick to come back with a solution. He is approachable and nothing is out of his knowledge. We have regular face to face catch ups that are always a pleasure.
The confidence that we hold in Travis, I have recommended him to my son to assist him in building his wealth.
I have spoken to other Financial Planners in the past but highly recommend Travis.
You will not be disappointed.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Kylie, thank you for your wonderful feedback about Travis. He is a world of knowledge and we are very happy to hear that you value his time and knowledge to invest in you and your family to build a... Read more
brighter future for retirement. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
K and R RoyBrisbane
- Anne Street Partners
- Verified customer
Great Advice, right decisions
We have been with ASP when they were WPS and a few years we were left high and dry and before the restructure had 8 advisors in 6 months. Whilst this left us a bit disappointed we persisted. That was 2 years ago and then along came TRAVIS. What a dynamic, young (compared to us) go getter. Travis works hard for us, and I’m sure for his other clients, and is always in communications with us on where we sit and if anything has changed. He takes time to walk us thru the options of our plan and makes sure we understand the process.
Due to a ...Read more
health issue last year, which has set us back a bit, Travis has been working hard with his team of keeping us on track for our future retirement. We look forward to continuing to work with Travis in the future. K&R1 comment
Anne Street Partners M.Anne Street Partners
Hi Kym and Rob, thank you for your honest feedback and apologise for the inconvenience caused with regard to your adviser as we worked through a difficult period to ensure we were best placed into the... Read more
future to provide our clients with personalised quality financial advice. We are extremely happy to hear that Travis has given you a solid foundation to build a brighter financial future leading into your retirement. We are certain he will continue to provide you with a high level of personalised service. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
Jake SullivanBrisbane
- 2 reviews
- Anne Street Partners
- Verified customer
Amazing Customer Service
Travis has been the easiest person to deal with when it came to helping with financial situation. I am someone that can at times get very confused when it comes to super and financial information. Travis has a way to explain things in a simple way that has given me the opportunity to make the right decisions. I can't thank Travis enough and would recommend to everyone!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Jake, thank you for your feedback about your experience with Travis. We are extremely happy to hear that he was able to provide you clarity, purpose and direction towards achieving your goals in a ... Read more
simplistic manner you can understand. Kind Regards Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
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- Anne Street Partners
- Verified customer
Long Term Sound Advice and Service
We have been with ASP for over Ten years and our investments are paying off. We struggled years ago due to lack continuity but we have Bhina as our advisor over two years now and things are going well. The advice is sound and she understands our goals and lifestyle and tailors the plan accordingly. We would not be where we are today financially without ASP advice and services.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Matt, thank you for your insightful feedback about Bhina. We are extremely pleased to hear that you are on track financially towards achieving your goals and we are confident that Bhina will contin... Read more
ue to build a solid foundation of advice moving forward to keep you on this path. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Outstanding service
When I was left with organising my mothers financial situation after she moved into aged care I didn't know where to turn. Then I found Tracy Dyer (my guardian angel). The professional advice and caring approach made it an easier transition. Her advice, knowledge of product and experience proved to me that I was in safe hands. I highly recommend Anne Street Partners. There are many financial planners on the Central Coast but none that would come close to Tracy.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Suze, thank you very much for your kind words towards Tracy. ASP and Tracy feel very privileged to be the custodian of ensuring your world is in order in a time where all your attention is on your ... Read more
dear mother. We are extremely confident that Tracy will continue to provide you with a great customer experience you can trust. Thank you Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Helpful and informative
Angus has been providing advice and assistance to me for sometime. He is very clear with his explanations and reasoning, helping me with budgeting, investing and future planning. The face to face catch ups are extremely worthwhile, keeping me on track and reminding me what is important. I would definitely recommend Angus as a financial planner.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Christine, thank you for your feedback about your experience with Angus. We are extremely happy to hear that he was able to provide you clarity, purpose and direction towards achieving your goals i... Read more
n a simplistic manner you can understand. Kind Regards Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
mi.luAU
- Anne Street Partners
- Verified customer
High quality service with detailed explanation of strategy
We reached out to ASP months ago with intention to restructure our finance, and we feel excited to have Alex Thong as our financial planner. During multiple consultation session with Alex, not only did Alex advise the best approach to allocating our wealth, he was also being patient and considerate to answer our questions, walkthrough different financial products and demonstrate the logic behind every recommendation. We highly recommend the services Alex provided
1 comment
Anne Street Partners M.Anne Street Partners
Hi Mi, thank you for your feedback about your experience with Alex. We are extremely happy to hear that he was able to provide you with simple and tailored advice aimed towards helping you meet your ... Read more
goals and objectives. Kind Regards Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Great financial advice and professional service!
My dad referred me to Alex Thong in Anne Street Partners when my husband and I were looking for some financial advice. When we met with Alex, he took his time to understand our particular circumstances and tailored a strategy to help us achieve our financial goals.
We are very satisfied with the information and assistance we have received so far. Alex is very professional, knowledgeable, personable and patient. He always takes his time to explain everything clearly, simply and thoroughly.
We highly recommend Alex and Anne Street Partners for their services
1 comment
Anne Street Partners M.Anne Street Partners
Hi Grace, thank you for your feedback about your experience with Alex. We are extremely happy to hear that he was able to provide you clarity and simplicity in an industry of complexity and ensure tha... Read more
t the advice was tailored towards helping you meet your goals and objectives. Kind Regards Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
BuffiFORRESTERS BEACH
- Anne Street Partners
- Verified customer
Excellent Service
We followed Tracy Dyer from St George Bank to Anne Street Partners. What a wise move! Tracy has always been on the ball with our portfolio and making great decisions with consultation with us. If it weren't for her help we would never have received benefits we were entitled to. She has been like a family member to us, always so polite, professional, understanding and yet available. We would highly recommend Tracy and Anne Street Partners.
1 comment
Anne Street Partners M.Anne Street Partners
Thank you for your kind feedback about Tracy, we are very grateful to have Tracy with us at Anne Street Partners and we feel very privileged to hear that she has always been like a family member to yo... Read more
u. She takes genuine care with her clients, and we are certain you will continue to receive a deeply engaging relationship with Tracy leading into your future. Thank youSimilar opinion? Write a review on ieatwords.com.au!
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- Anne Street Partners
- Verified customer
Setting us up for great goals
Trent has been a guiding star, Our meetings are focused and very relaxed and we really look forward to working towards our goal with such a professional approach. Without His help we wouldn't be where we are today.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Sharmaine, thank you for your feedback about your experience with Trent. We are extremely happy to hear that he was able to provide you clarity and direction towards achieving your goals.
Kind Regards
Anne Street Partners
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nwhileyAU
- 2 reviews
- Anne Street Partners
- Verified customer
Great advice and service!
I've been with Anne Street Partners for a few years now, most recently with Angus. I can't overstate how much i appreciate Angus clear, friendly, tailored service. I don't know much about fiance but he explains it to me in a way i can understand. Highly recommended!
1 comment
Anne Street Partners M.Anne Street Partners
Thank you for your feedback about your experience with Angus. We are extremely happy to hear that he was able to provide you clarity, purpose and direction towards achieving your goals in a simplistic... Read more
manner you can understand. Kind Regards Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
JoeyAU
- Anne Street Partners
- Verified customer
Happy customer.
My wife and I have been using the services provided by Anne Street Partners for a number of years now and are very happy with both the information and assistance we have been given in that time. As a result we have restructured our finances, wills, insurances, superannuation, etc. We are very happy in particular with Angus Dowling and how he has put forward various recommendations to help us be in the best possible position when it comes time to eventually retire. We cannot recommend them enough and look forward to continuing to work together.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Joey, Thank you for your extremely positive feedback both about your experience with ASP, but also your experience working with Angus. We feel very privileged to have been able to make such a posit... Read more
ive influence on your life and ensure that you are working towards a brighter future. Thank youSimilar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Professional, Knowledgable and Sincere
I approached Terry for advice concerning my superannuation and my particular circumstances as an overseas resident. Terry took the time to know my biggest concerns and address them with real solutions that met my needs. While I live abroad I need to know my investment future is in good hands and Terry and the Anne Street Partners have given me the confidence I am looking for.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Steve,
Thank you for sharing your insights and feedback about Terry. We feel very privileged to be chosen as the custodian of your financial future and we have every confidence that Terry will con... Read more
tinue to provide you with an exceptional level of service.Similar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Excellent service and a customised product
Alex Thong from ASP walked my wife and I through the whole insurance, investment and superannuation strategy and we couldn’t be more pleased with the outcome. The advice offered by Alex’s extensive product knowledge and excellent service helped us arrive at products and levels of cover that matched our needs now and in the future. Have already recommended ASP and Alex to friends.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Hamish, thank you for your feedback about your experience with Alex. We are extremely happy to hear that he was able to provide you clarity and simplicity in an industry of complexity and ensure th... Read more
at the advice you received is ensuring you can meet your goals and objectives. Kind Regards Anne Street PartnersSimilar opinion? Write a review on ieatwords.com.au!
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 Beardy,
Thanks for the kind review, it's great to hear Bhina is providing you with a genuine and sincere service. We are delighted her advice has made you feel financially at ease. We are confide... Read more
nt Bhina will continue to deliver a high level of service and continue to grow your relationship into the future.