Client Testimonials

Hi Marcello,

Gordon and I would like to thank you very much for your careful handling of our finances. It was great to hear that with you advice, you have been able to demonstrate the our funds will last longer.

It was very astute of you to suggest investing that lazy money we had sitting in our savings account. We can certainly see that this has been a great improvement.

Once again, thank you Marcello for your good advice and care and look forward to catching up soon.

We are very appreciative of the comprehensive research that has been carried out on our investments.

We are also appreciative of the various suggestions made to improve our overall financial situation.

For some years CCA has guided us to a very happy retirement.

I have found Chris and Adam and the team at CCA financial planners to be very helpful regarding my financial situation, they are professional in every way and have given us great advice over a long period of time, I would recommend them to anyone looking at there financial future.

Marcello was wonderful, made the process of comparing quotes and applying for insurance very easy. He took the time to ensure that I understood all aspects of the process. I now have piece of mind that me and my family are looked after.

Dear Marcello,

We are writing to pass on our sincere thanks for all your work in setting up our life insurance and income protection policies. No one expects to be faced with a serious illness diagnosis in their 30s and the requirement to examine your financial future in a completely different light. You quickly and efficiently identified our financial requirements and found us a range of high quality insurance products that would ensure our family’s financial security into the future. We greatly appreciated your ongoing communication and commitment to assist us should we ever need to claim on our policies in the future. We are extremely grateful for your service.

Best wishes

Thank you for your email Zafar.

Thanks to you and the whole CCA team for helping us set everything up. We have had a great experience and everyone was so helpful. We will be sure to refer friends and family to you in the future.

We’ll be in touch if needed or will see you in May next year.

CCA Fp assisted me throughout my claim, I found Chris and David in particular to be helpful assuring me along what was almost a stressful period (whilst the Insurance company investigated my claim) that I would get the claim paid. Initially the company declined my claim, believing I was fraudulent. CCA Fp negotiated with the company and had my claim paid whilst I was still in hospital and not aware of what was going on. I have no hesitation in recommending CCA Fp.

To Marcello, Chris and Team,

Thank you for all your hard work!

Marcello you really have looked after me, following up every detail and making sure my claim process ran smoothly.

It’s been a financially difficult time due to the injury so I’m really glad to see the value in the income protection you provided and the premiums we’ve paid.

Chris, you’ve built a strong team of staff and associates, co-ordinating flawlessly with Butler C.A., your brokers and lenders. I look forward to a long and prosperous future working with you to build my family’s financial future through our various projects.

I hope to be getting back to work as soon as possible and look forward to seeing you soon.

Our first contact with Marcello was through Butlers Chartered Accountants, Ballarat.
Communication from the start was friendly, understanding and patient.
We have time constraints that come with running a trade business and a large family, Marcello was always understanding and patient with our response time.
With our insurance application, Marcello was always highly proficient, excellent at presenting quality products that was best tailored to our situation and needs.
The process for us was flawless and when the time came to making a claim, we were in strong capable hands and relived of all the stress for what could have been a far more serious situation had we not had income protection.

The entire process, from application to claim, has been uncomplicated. We have been able to continue run our business and family household whilst we recover from injury.

We hope to continue our business relationship with Marcello and staff long into the future.

Unfortunately my claim with the insurer did not go as smoothly as we would have liked during a very difficult time. However after speaking with Cameron from CCA Financial Brokers and seeking his Brokers and seeking his assistance I felt a lot more reassured that someone was on my side. He was always available to answer any concerns or to just listen to my story.

Through his persistence and industry knowledge the final outcome was very favourable. I appreciated his patience, professionalism and overall effort to get the claim back on track.