EXCELLENTTrustindex verifies that the original source of the review is Google. Thank you very much Dominic for your assistance with many things finance. You have been very professional and always following up with great communication. I am very confident that my money is being looked after as am I. 😊Posted onTrustindex verifies that the original source of the review is Google. Highly recommend these guys. They are professional, hardworking and transparent. They communicate frequently and clearly, and are happy to explain things carefully in layman's terms. Their investment strategies have given us good returns and we feel confident that this will continue. If you are looking for a knowledgeable Financial Planner who will help you maximise your Super, CCA is worth exploring.Posted onTrustindex verifies that the original source of the review is Google. We've just recently retired and have engaged with Marcello Rogliano and staff of CCA Financial Planners and would like to say how happy we are to have made the choice. They all have provided professional, friendly, accommodating, prompt service to us. Thank you for all your great work team, long may it continue. We wish you all a very Merry Christmas and a prosperous, healthy, happy New Year!Posted onTrustindex verifies that the original source of the review is Google. Thank you Marcello for your time today and for all of your support over the years to help manage my superannuationPosted onTrustindex verifies that the original source of the review is Google. Paul Patman has been my financial advisor for many years. I rely on, trust and have confidence in his professional financial advice. Paul has recently joined CCA Financial Planners and continues to be my financial advisor, thankfully. I am more than satisfied with my contact with CCA to date. I receive responses to my emails in a timely manner and phone calls to CCA are handled in a courteous and professional manner. I am also pleased with the frequency of updates I receive from CCA.Posted onTrustindex verifies that the original source of the review is Google. My dealings with Marcello have always been professional, friendly and thorough, I feel confident I’m in good hands regarding my financial future.Posted onTrustindex verifies that the original source of the review is Google. Would highly recommend CCA Financial Planners. Chris and his team,with their professional knowledge have prepared all our finances in preparation for retirement,and helped with the transfer of our business to a family member. The commitment was outstanding,in constantly keeping us informed either by email,text or phone ,could not have done this without you all, appreciate everything you’ve done and look forward to the coming years with your guidance.Posted onTrustindex verifies that the original source of the review is Google. Ben is efficient, reliable and trustworthy. I feel he gives safe sensible advice.Posted onTrustindex verifies that the original source of the review is Google. Zoom meetings are very convenient, run on time and cover every aspect needed.
CCA FP assisted me throughout my claim, I found Chris and David to be helpful assuring I reach a resolution to my claim. During the process I had great communication of the progress of each stage.
Thank you for taking my call today, and apologies for catching you while you had another call waiting!
As mentioned, I just wanted to say a huge thank you to you and your team at CCA Financial Planners for your recent donation to our Livelihoods and Economic Empowerment program! As mentioned, last year World Vision was able to grant over 1 million loans to families with small businesses – 73% of those being to women – to help them start and grow their businesses, improve resilience, and increase their incomes in order to better support their families and children. In the financial planning industry, I’m sure this is something you can fully appreciate, and this is an achievement that is only made possible through the support of donors like you – so thank you so much for partnering with us in creating such life-changing impact!
Below is a brief video illustrating the difference you are helping World Vision to achieve in the lives of small business owners and their families through your support the Livelihoods program:
Thank you again for your continued partnership with World Vision over the past 11 years! Your generosity is truly helping to transform many lives.
As mentioned, I will be your primary point of contact at World Vision moving forward! Please feel free to retain my contact details, and reach out to me directly any time should you have any queries or wish to learn more about our programs – and likewise, I will remain in touch! 🙂
To Chris & staff. Many thanks for all the help this year. Special thanks to Meagan. Wishing you all a Merry Christmas and a Happy New Year. Regards Stephan Schuliga.
In 2014 a biopsy identified a small amount of cancer. I thought nothing of it.
In a review of my insurances with Chris, I mentioned it. He asked me for the pathology report. Several times.
When I finally gave it to him, he submitted to my insurers who advised that, prima facie, it was claimable under my trauma policies.
Chris and his team worked tirelessly on the claim, dealing with two insurers and several doctors to have the claims paid.
As a bonus, he also identified that I could also claim under my income protection policy!
I cannot recommend Chris and his team highly enough for getting me to claim in the first place, and for their professionalism and persistence in managing my claim.
An injury in itself is a painful and stressful situation. Especially when you are trying to support a young family. But when your own insurance company tries to deny your income protection claim and your entitlements your stress levels go through the roof!
Thanks to my adviser Christopher Cachia who quickly pointed out that he would get this claim sorted which calmed me down immensely. Chris assured me he would help and he took over my claim and liaised with the insurer on my behalf confirming and getting the insurer to accept their liability for a full 100% payout of my entitlements and benefits.
As such my stress levels reduced considerably and I could go on to concentrate my efforts in getting my health in order.
Thanks Chris for your effort’s. I would gladly recommend Chris and his team at CCA Fp to anyone.
Oakbank Joinery Pty Ltd
In these times of Economic crisis, you often wonder as you lay out lots of money for bills month after month – where can you tighten your belt. Insurances – personal income protection, Trauma, life – are things that feel like they cost us a small fortune. As the years past you feel like there is no real personal gain in having it other than the peace of mind, knowing its there just in case. Then a day arises and you need it and your peace of mind get confused with questions – fearing the unknown.
Yeah I have protection but will it come through? How complicated will the forms be? Is it enough?
I made a phone call to CCA Fp. I was instantly reassured by Chris and his staff who personally took over our case and mediated between us and OnePath.
OnePath investigated our claim. At first they had a few differences about when our claim should start but as soon as they were ironed out by CCA we had no trouble with payments. There are so many benefits in having a professional Insurance broker you can trust – their experience in dealing with claims, to make it as easy and efficient as possible for us their ‘Client’. Chris and his team have been superb – standing by their word – finding a competitive insurance policy that you can trust in and helping you through the process of claiming.
Thank you.
Domenic & Marie Baldassarro
McConnell Dowell Constructors (Aust) Pty Ltd
CCA were easy to approach and always happy to spend the time educating me about the product I was researching.
Mr. Michael Jacobs
My firm has been using CCA Financial Planners as our Life Insurance advisor for the last 20 years and in that time I have found Chris and his team to be very helpful providing practical and sound advice. In fact I was particularly pleased at how the team handle my Income Protection Insurance claim. From the moment I called to the lodgement of my income insurance claim they helped with all the paper work and liaised with the insurance company on my behalf. I didn’t have to worry about anything – other than getting better!
I have no hesitation in recommending the team at CCA for your Life Insurance and Income Insurance advice. Thanks Chris for all you help.
Keep up the great work!
Mr. Charlie Grech
Lawyer
The service I received from CCA was outstanding. Charlie was patient, tenacious and efficient.
Mr. Sundip Ghedia
Traffic Authority – Clerical Administration
I would like to thank you all for the wonderful customer service that the CCA team have provided me each time I have needed it.
From the start, Mary, Ryna & Charlie you have gone out of your way to make obtaining insurance painless.
Recently when I had to make a claim on my income protection I was feeling very overwhelmed but Ryna and Mary took control and helped me with the process.
To interact with a real person that is always cheerful is a customers dream with a real person that is always cheerful is a customers dream with all of you always punctual in returning calls.
I look forward to your continued great service for many years to come.
Ms Dianne Drury
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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