EXCELLENTTrustindex verifies that the original source of the review is Google. I have been a client of CAA Financial Planners for over 15 years, during which time Chris and the team have been extremely courteous in providing professional, well considered, financial advice. Recently, CCA Financial Planners assisted in setting up a SMSF for my family and the level of assistance (and patience) CCA staff took to guide and educate me through the process was exceptional. I have a lot of trust in the CCA Financial Planning team and would highly recommend their services to anyone seeking financial advice.Trustindex verifies that the original source of the review is Google. It is always a pleasure catching up face to face with Chris, Terry and the CCA team for our annual review!! We started our relationship with Chris nearly 25 years ago and we are very happy with the services and advice that CCA provide. We highly recommend their services to anyone who is wanting to consolidate and strengthen their financial securities.Trustindex verifies that the original source of the review is Google. Beautiful office and great team!Trustindex verifies that the original source of the review is Google. I highly recommend Chris and the team at CCA for any financial advice for your financial future. Chris is very good at explaining it in a way that you are able to understand and gives you confidence. I have been advised by Chris for a number of years and I have not regretted my decision and look forward to continuing my association with Chris and the team at CCA.Trustindex verifies that the original source of the review is Google. My wife and I got together later in life but the CCA Team has set us up with a SMSF that will have us more than comfortable in retirement. We are constantly working on "our" plan together with the experts at CCA. There is regular communication between us and the results we are getting have been amazing!! We highly recommend the CCA team. 👍🏻Trustindex verifies that the original source of the review is Google. Experienced and knowledgeable team highly recommended company always a pleasure to work with.Trustindex verifies that the original source of the review is Google. Many thanks to CCA for their commitment to managing our finances so professionally and effectively, particularly to Marcello and Elton. Special mention to Elton who today spent no less than 3 hours on the phone to Centrelink successfully resolving a difficult issue on our behalf. His persistence and commitment to getting the job done is commendable. Very grateful!
| The service I received met or exceeded my expectations | 5/4 |
| 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 | 5/4 |
| 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 | 5/4 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/4 |
| 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? | 5/4 |
Battling into PM to the CCA office is a pain
| The service I received met or exceeded my expectations | 5/4 |
| 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 | 5/4 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/4 |
| 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? | 5/4 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
Maintain the personal relationship with your clients
| 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 | 5/4 |
| 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? | 5/4 |
| 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 |
Marcello I’d our broker , he is very knowledgeable about the business, we trust him from day one . Thank you .
Rebecca & Michael
| 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 |
None very happy with your service
| 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 |
All up to expectations 😁
| 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 |
Marcello is amazing. We have been working with him for a few years now, and he is extremely responsive, forward-thinking and a great support. He is also warm and friendly, and knows our circumstances and situation, and always has our best interests at heart. Nothing is too much trouble for him, and if we are stuck or frustrated with a financial statement, question or dilemma, he is always eager and ready to sort it out for us.
We feel very grateful to have him in our corner.
Thanks Marcello!
| The service I received met or exceeded my expectations | 5/4 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/3 |
| My relationship with CCA staff is strong and one of trust | 5/4 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/4 |
| I believe the advice provided will help me achieve my goals | 5/4 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/4 |
| How would you rate your experience with our support staff? | 5/4 |
| How would you rate your experience with your financial adviser? | 5/4 |
| How likely are you to use CCA for your future financial planning advice? | 5/4 |
| How likely are you to recommend CCA to a friend or colleague? | 5/4 |
| The service I received met or exceeded my expectations | 5/4 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/4 |
| My relationship with CCA staff is strong and one of trust | 5/4 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/4 |
| I believe the advice provided will help me achieve my goals | 5/4 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/4 |
| 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? | 5/4 |
I was very impressed with your business premises.
| 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 | 5/4 |
| 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 |
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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