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 SolutionsDelSydney
- Anne Street Partners
- Verified customer
Excellent service!
Daxa from Anne Street Partners made our loan refinancing a breeze. She's explained every details to us and she achieved the best outcome for our situation. Daxa responds to our needs in the most efficient/effective manner (even after the loan settlement). We are very satisfied with the service. Highly recommended!
1 comment
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Tanja SMelbourne
- Anne Street Partners
- Verified customer
Comprehensive and well-considered advice
We are relatively new to Anne Street Partners and are very happy with their guidance and advice. They have provided us with home-based reviews once to twice a year, and have flexibly managed significant changes to our financial situation. Advice is well supported by evidence and documentation is thorough and timely. I would absolutely recommend them to others.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Tanja and happy Wednesday! Thank you for submitting this review of our service to you. I'm very happy to hear that you're pleased with our service and I've passed this feedback onto the State Manag... Read more
er who is very pleased to hear this. Life changes constantly, so please don't hesitate in contacting your adviser if you need to make further adjustments to keep you on track. We'll be happy to help! Kind regards, Brent - Anne Street Partners Marketing.Similar opinion? Write a review on ieatwords.com.au!
BoydSydney, NSW
- 2 reviews
- Anne Street Partners
- Verified customer
Excellent Service & Advice
The team at Anne St Partners are great! Everyone I have dealt with are incredibly professional and have excellent knowledge in their fields. Everything was explained in a way I could understand, this had not occurred when receiving financial services from big banks. Would definitely recommend Anne St Partners to people looking for exceptional financial services!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Boyd, thank you for posting this review of your experience with us. It's great to hear that you're happy with our service and advice, we do try very hard to make the experience seamless and easy to... Read more
understand. With so many options in the market, it's certainly more complex than ever before! As always, we're here to make a difference, so if you need any further help, please don't hesitate in contacting your adviser.Similar opinion? Write a review on ieatwords.com.au!
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- Anne Street Partners
- Verified customer
Great financial product
Anne Street Partners have provided us with great advice, faultless service and a very holistic approach to our financial goals. I would highly recommend them to anyone looking for a comprehensive financial plan.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Kristi, thank you for reviewing us. It's much appreciated. I'm pleased to hear that you've found our service and advice of a high standard. It's great to hear that it's helping you with your financ... Read more
es - it's what we love doing. It's made my morning! As always, please don't hesitate in contacting your Financial Adviser if you require anything further.Similar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Fantastic guidance!
We were introduced to Anne Street a few years ago and at that time worked with Andrew in Melbourne. He guided us through our planning, budgeting, financial and long term goals. We are currently working alongside Matthew and the quality of the service continues to impress us.
Anne Street provide flexible access to their advisers, they've provided detailed analysis of our affairs, they make recommendations and outline strategies, all the while listening to our queries and demystifying the financial market. Highly recommended.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Marg, thank you for reviewing Matthew in our Melbourne office, it's much appreciated. I'm pleased that you are finding the advice that Matt is providing you to be valuable - he's very passionate ab... Read more
out his clients' so I know you are in great hands. Please don't hesitate in reaching out to him if you require anything further. Kind regards, Brent - Anne Street Partners MarketingSimilar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Professional yet caring...
Met with property and loan guys from Anne Street Partners recently, both were professional and responsive to our needs! Correspondence and support has been exceptional. Prompt follow up and information timely. We really appreciate their 'flexibility by coming to us' after hours and happy to meet with them anytime in future. Thanks Aaron & Michael
1 comment
Anne Street Partners M.Anne Street Partners
Hi Neena, Happy Friday! Thank you very much for this review of Aaron and Michael, it's made my day! I'm really delighted to hear that they have been able to help you and assisted you through your need... Read more
s. I know they'll be very happy to hear you're happy with their service too. Please don't hesitate in contacting the team if you need anything further. Warmest regards, Brent - Anne Street Partners Marketing.Similar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
the complicated made simple
Anne street partners have been really helpful over the years helping our financial situation improve with up to date information
While my knowledge of finance is limited the seemingly complicated Information is relayed in the simplest terms and our questions are answered with precision and in terms we can understand
1 comment
Anne Street Partners M.Anne Street Partners
Hi Reuben, thank you for this review, it's much appreciated by the team. I'm pleased to hear that they are helping to make your life a little easier by removing some of the complications associated wi... Read more
th financial strategies and keeping you informed along the way. As always, please don't hesitate in contacting the team if you need any further information.Similar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Simple and easy advice
Bhina Paramanathan recently took over as our account manager. Being remote in north QLD we communicate mainly via Skype. The assistance in setting up our own SMSF has been great. We have no hesitation in recommending her services. Thank you!!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Trent, thank you for taking the time to review the service, advice, and support you're getting from Bhina. I'm delighted to hear that using technology is helping to keep you up-to-date with your ac... Read more
count and finances. It's certainly proving to be a big help and a great way to avoid city congestion! As always, please don't hesitate in contacting Bhina if you require anything further.Similar opinion? Write a review on ieatwords.com.au!
Kaylene AAU
- 2 reviews
- Anne Street Partners
- Verified customer
Very happy with service
Our advisers have always explained very well our options, and made sure our plan matches our needs for the best outcome for us. Our advisers have also made it easier for us by visiting us in our own home because we find it difficult to visit the office for reviews.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Kaylene, thank you for taking a moment to write a review about your experience with your Anne Street Partners Advisers. I really appreciate you giving this feedback and I'm delighted that our abili... Read more
ty to come to your home is appreciated! As always, please don't hesitate in contacting your Advisers if you require anything further.Similar opinion? Write a review on ieatwords.com.au!
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- Anne Street Partners
- Verified customer
Great Advise And Service
During the last four year I have found Anne street Partners to be a great team of people to deal with I would highly recommend Fiona Olmedo and Aaron Martin as they have made it a very easy process to set up our second investment property look Forward to working with them again in the future highly recommend Anne Street Partners
1 comment
Anne Street Partners M.Anne Street Partners
Hi Terry, thank you very much for this review of Fiona and Aaron. I'm delighted to hear that they've worked with you to help and assist you with your finances and investments and I know they've enjoye... Read more
d working with you. We look forward to continuing to work with you well into the future and if you require anything further, please don't hesitate in contacting Fi or Aaron. Warm regards, Brent - Anne Street Partners MarketingSimilar opinion? Write a review on ieatwords.com.au!
NickDarwin
- Anne Street Partners
- Verified customer
Transition to retirement planning made easy
As new long distance Anne Street clients located in the NT we were apprehensive about communication and face to face meetings being available; Alison assured me that we would have no issues and she was right! Natalie ensured we had all paperwork ready for meetings with Alison and gave us a reminder prior to meeting dates. Alison has always been on time for meetings with all relevant information at her fingertips, questions are always welcomed and information explained in layman's terms which is helpful. Alison took great care in explaining the...Read more
statement of advice and other financial details and obligations of a service provider so we understood the legal side. As this is the start of our journey we are looking forward to working with both Natalie and Alison to achieve our retirement goal. I would highly recommend 'Team Alison' (Alison and Natalie) for retirement advice1 comment
Anne Street Partners M.Anne Street Partners
Hi Nick, thank you for taking a moment to review team Alison - it's much appreciated! It's great to hear first hand that both Alison and Natalie are able to provide you with great service and guidance... Read more
to help you with your financial goals. I know they take a great amount of pride in assisting their clients', so please don't hesitate in reaching out to them if you require anything further. Kind regards, Brent - Anne Street Partners MarketingSimilar opinion? Write a review on ieatwords.com.au!
Julie
- 2 reviews
- Anne Street Partners
- Verified customer
Exceptional Service
As new clients of Anne Street Partners (Gold Coast office), I can't speak highly enough about the service myself and my husband have received. Alison and Natalie have made our financial lives that much easier, their easy to speak to manner is a blessing. Their follow up service is exceptional and Natalie is always such a pleasure to speak with, her professional attitude is terrific. While we are very much aware that we are not Anne Street Partners only clientele, Natalie has the ability to make you feel as if you are. When speaking with you, n...Read more
othing ever appears to be to much effort, if Natalie is unable to assist with your inquiry, she advises of such and doesn't hesitate to direct your inquiry to the right person. We are very happy they are looking after us and our finances, excellent service with terrific communication and recommend them without hesitation.1 comment
Anne Street Partners M.Anne Street Partners
Hi Julie, thank you so much for this wonderful review of Alison and Natalie - our dynamic Gold Coast team! I'm extremely happy to hear that they're both providing you with such a high level of service... Read more
. I know Natalie really prides herself on taking the time to assist all of our Gold Coast clients', nothing is too much trouble. I wanted to also mention that I've just spoken to the team, and this review has really made their Friday! Warmest regards, Brent - Anne Street Partners MarketingSimilar opinion? Write a review on ieatwords.com.au!
BrettDarwin
- Anne Street Partners
- Verified customer
Genuine Service and Follow Up
Have been dealing with Anne St for some time now and the team that is in place at the Gold Coast office really is first class. Easy to deal with and they follow up and do exactly what they say, we can't fault Natalie and Alison at all. Very happy they are looking after us and our finances and recommend them without hesitation.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Brett, many thanks for this review of our Gold Coast duo - Natalie and Alison. They'll be delighted to hear that you're happy with the service they're providing you. I know they really enjoy workin... Read more
g closely with their NT clients'. If you have any further requirements, please don't hesitate in reaching out to the team. I know they'll be only too happy to help.Similar opinion? Write a review on ieatwords.com.au!
JustineSydney
- Anne Street Partners
- Verified customer
Refinancing loans
We have used Mustafa Haddad several times to help refinance or restructure our loans. Mustafa is extremely thorough, finding us not just the best rate but the best rate with a financial institution that will work with our future financial decisions. Mustafa will contact us when he thinks it's time to ask our financial institution for a better rate and always succeeds in getting us a reduced rate. I don't need to deal with the banks or shop around, Mustafa saves me time, offers to proof my paperwork, doesn't laugh at my silly questions and is a lovely and friendly person to deal with. I cannot praise or thank Mustafa enough for all he has done for us and would recommend him to anyone.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Justine, thank you for this review of Mustafa's service and assistance with your lending needs, it's much appreciated! I'll pass your comments to Mustafa's line manager, I know he'll be delighted t... Read more
o hear that Mus is providing you with the attention you need. If you do know of anyone who requires help with their lending, I know Mus will be very happy to help. Warm regards, Brent - Anne Street Partners MarketingSimilar opinion? Write a review on ieatwords.com.au!
ChrisWollongong
- Anne Street Partners
- Verified customer
Mortgage Made Easy
I was putting off refinancing as I thought it was going to be a paperwork nightmare, Daxa from Anne Street Partners made the process simple and seamless, she even attended our home on her day off to ensure our papers were signed and sent properly. Excellent service with great communication!
1 comment
Anne Street Partners M.Anne Street Partners
Hi Chris, Thanks for the review of Daxa's service for your finance needs. I'm pleased to hear she's been able to assist you and your borrowing needs, she takes a real pride in her approach.
As always... Read more
, please let Dax know if you require anything further.Similar opinion? Write a review on ieatwords.com.au!
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Rosalind Lowe16 View Street, Chatswood, N.S.W.
- Anne Street Partners
- Verified customer
Great Service - Very Happy!
Recently, my husband and I through advice by our Financial Adviser, Fiona Olmedo from Anne Street Partners purchased an investment property in Queensland. We were introduced to Aaron Martin, NSW & QLD R E Manager, at Anne Street Partners who assisted us in this purchase. Throughout this whole process, Aaron had been most helpful, supportive and professional in his dealings with us. Often we had lots of questions regarding the Real Estate market especially in Queensland and Aaron had consistently been by our side assisting us. We really appre...Read more
ciated his efficiency & professionalism throughout this whole process. We both felt really comfortable with dealing with Aaron and wouldn't hesitate to recommend his services. We have been engaging Anne Street Partners in different areas of services like Financial Advice, SMSF and Real Estate and continue to find them professional, supportive and attentive to our requirements.1 comment
Anne Street Partners M.Anne Street Partners
Hi Rosalind, thank you for taking the time to post this review of Fiona and Aarons service, they really appreciate it. I'm delighted to hear that we've been able to assist you with your financial need... Read more
s and help you with investing in property. The market can certainly be tricky to navigate, so I'm happy that Aaron's been able to assist. We are looking forward to continuing to work with you, so please don't hesitate in contacting Fi or Aaron if you have any questions. Warm regards, Brent - Anne Street Partners MarketingSimilar opinion? Write a review on ieatwords.com.au!
Anna C.Punchbowl
- Anne Street Partners
- Verified customer
Refinance loan made easy
I met Mustafa Haddad this year. Mustafa has looked after my financial interests, helping to refinance my investment home loan, offering advice that is clear, and easy to understand. Mustafa helped me to organize paper work. Most important I didn't have to deal with Banks, which is not easy task for me.
Mustafa, I am grateful for the help I received from you. I would like to thank Fiona Olmedo as well for her advice and help as well.
My first home I bought was years ago through WPS, now I am with Anne Street Partners and happy to stay.
Anna...Read more
1 comment
Anne Street Partners M.Anne Street Partners
Hi Anna C. Thank you for this review of Mustafa's service and assistance with your borrowing needs and also Fiona, for her financial guidance. We really appreciate it and I'll be passing your review o... Read more
ver to them as I know they'll really appreciate it! I'm really pleased we've been able to assist you with your financial journey. It means a lot to hear that we've been able to make a difference. As always, the team are here to help, so please don't hesitate in contacting Mus or Fi if you require anything further.Similar opinion? Write a review on ieatwords.com.au!
JJJ213Ballarat
- Anne Street Partners
- Verified customer
Excellent service by a well oiled machine
Dean and his team have looked after my SMSF and kept me on track for many years with the regulatory requirements. I would not hesitate in recommending Dean to manage your SMSF.
October 18th 2018 Update: When you need help it’s there
My planner Angus has been understanding and works towards achieving the best outcomes based on your current situation. Totally recommend.
1 comment
Anne Street Partners M.Anne Street Partners
Hi JJJ213, thank you for reviewing Dean and the SMSF team, it's much appreciated! I'm delighted to hear that they have been able to provide you with great service regarding your SMSF needs. Thanks for... Read more
giving the team a great endorsement! Please don't hesitate in getting in touch if you require anything further, they'll be happy to assist you. Kind regards, Brent - Anne Street Partners MarketingSimilar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Been with them for over 10 years now & always very happy!
Started with Anne Street Partners when they were WPS. We have bought an investment unit through them and still have it, it has been a great investment (and I know of another customer that is not happy with their property investment through them, but our good luck and their not so good luck was due to the vagaries of the property market, not the advice given). We have refinanced our mortgages twice with them and gone through a number of changing financial circumstances. We always receive excellent advice and they always do all the hard work of ...Read more
filling in forms and comparing products. Yes, they do only provide a certain number of products to choose from - however they are upfront on all their commissions and tell you what the choice is out of (and not out of). They have undertaken at least two remortgages for us that entailed them doing a lot of work, for very little commission. They are proactive about regular contact, but not pushy. Over the time, we have had about 4 or 5 advisors assigned to us, and I have found all of them to be good to deal with. I have already recommended them to other people, and will keep doing so, and I think this is the biggest recommendation I can give.1 comment
Anne Street Partners M.Anne Street Partners
Hi Kirsten, thank you very much for this really honest and insightful review of your experience with us. I'm pleased to hear that we've been able to assist you over the past decade. I'm also happy to ... Read more
hear that you enjoy our approach. The organisation has certainly changed markedly over that time and I am really delighted to hear that despite some changes we've been able to provide some quality guidance for you. Thank you for recommending us, we not only appreciate that but understand that it takes a great deal of trust to do so. Thank you. We look forward to continuing to work with you well into the future. Warmest regards, Brent - Anne Street Partners MarketingSimilar opinion? Write a review on ieatwords.com.au!
- Anne Street Partners
- Verified customer
Happy with my Super now....
As a creative person I'm somewhat bamboozled by anything financial. I met with Bhina Paramanathan and my concerns were immediately put to rest. Bhina had a good look at my situation and made the according changes, and I feel more confident now.
1 comment
Anne Street Partners M.Anne Street Partners
Hi Joe, thank you for this review of Bhina's service. I'm really pleased to hear that she's helped you become less confused with your finances. It can certainly be easy to get into that position with ... Read more
all the ongoing changes and requirements these days. Don't ever hesitate in picking up the phone and chatting to Bhina if you ever need to - I know she'd be delighted to assist you. Kind regards - Brent, Anne Street Partners MarketingSimilar 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 Del, thank you for this kind review of your experience working with Daxa. I'm pleased to hear she's been able to make the refinancing an easy process for you - it can be a stressful time, and she t... Read more
akes a real pride in keeping her clients in the loop throughout the process. If you require anything further, please don't hesitate in reaching out to Daxa. I know she'll be happy to help.