EXCELLENTTrustindex verifies that the original source of the review is Google. As a long time client I always found your service invaluable and your advise of good quality.Trustindex verifies that the original source of the review is Google. As a new client with CCA there was a lot to get my head around. Xavier and Elton took me through every detail clearly. This gave me a lot of confidence going forward that they have my best interests front of mind. ThanksTrustindex verifies that the original source of the review is Google. Very helpful and professional staff. Really seem to have your welfare at heart.Trustindex verifies that the original source of the review is Google. Very happy with the time taken to go through everything and explain the various options with us. Marcello was very helpfulTrustindex verifies that the original source of the review is Google. We have been with CCA for many years now and have always been very happy with their services. They always treat us with care and understanding. We met Elton for the first time this year, and he was great. He was able to explain everything we needed to know about our investments. He took time to answer all our questions with patience and ensured that we understood our finances. We will definitely recommend CCA, Chris and Elton to anyone who needs financial services Darrell & Beryl LeslieTrustindex verifies that the original source of the review is Google. We have been working with Marcello for three years now and we feel our relationship continues to develop. We have a trust and with that confidence in discussing our financial position with Marcello and how best to make it continue to grow well into the future. We always feel good coming out of our meetings with Marcello. The kid is highly recommended!Trustindex verifies that the original source of the review is Google. Couldn't be happier with CCA. Fantastic service. HIGHY!!! recommend. We should have jumped on this years ago. Thank you.Trustindex verifies that the original source of the review is Google. I had the pleasure of working with Marcelo and the team at CCA Financial Planners, and I can't recommend them highly enough! From the very first meeting, Marcelo's expertise and genuine care for my financial goals were evident. He took the time to understand my unique needs and provided clear, tailored advice that helped me feel confident about my financial future. The team at CCA is professional, approachable, and always willing to answer questions, making what could be a complex process feel easy and stress-free. Thanks to Marcelo and the CCA Financial Planners team, I now have a solid financial plan in place, and I feel empowered to make informed decisions. If you're looking for a financial planner who truly has your best interests at heart, I highly recommend Marcelo and his team!Trustindex verifies that the original source of the review is Google. We had our first meeting with Chris and Elton this morning and it was brilliant. They explained a very clear plan and we now feel a lot more confident about the future. Looking forward to dealing with them in the future!!!!
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 4/5 |
| My relationship with CCA staff is strong and one of trust | 4/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 4/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 4/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 4/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 4/5 |
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
Great service, professional and friendly people.
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 4/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 4/5 |
| I believe the advice provided will help me achieve my goals | 4/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 4/5 |
| How would you rate your experience with our support staff? | 4/5 |
| How would you rate your experience with your financial adviser? | 4/5 |
| How likely are you to use CCA for your future financial planning advice? | 4/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
CCAFP have allowed us to live well in retirement and Chris and team are a delight to deal with.
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 4/5 |
| My relationship with CCA staff is strong and one of trust | 4/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 4/5 |
| I believe the advice provided will help me achieve my goals | 4/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 4/5 |
| How would you rate your experience with our support staff? | 4/5 |
| How would you rate your experience with your financial adviser? | 4/5 |
| How likely are you to use CCA for your future financial planning advice? | 4/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 4/5 |
| My relationship with CCA staff is strong and one of trust | 4/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 3/5 |
| I believe the advice provided will help me achieve my goals | 4/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 4/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 4/5 |
| My relationship with CCA staff is strong and one of trust | 4/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 4/5 |
| I believe the advice provided will help me achieve my goals | 4/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 4/5 |
| How would you rate your experience with our support staff? | 4/5 |
| How would you rate your experience with your financial adviser? | 4/5 |
| How likely are you to use CCA for your future financial planning advice? | 4/5 |
| How likely are you to recommend CCA to a friend or colleague? | 4/5 |
Talk to the CCA Financial Planners team today!
Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.
Talk to the CCA Financial Planners team today!
Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.
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