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

 

Max LocheNovember
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

 

Catherine FranklinNovember 2023
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

 

Jennifer FidlerNovember 2023
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

 

Nicholas DingleyNovember 2023

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

 

Robyn WilliamsNovember 2023
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

 

Dominic GaleaNovember 2023

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

 

Hans van LieropNovember 2023
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

 

Chris BottoNovember 2023
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

 

Diane AddingtonNovember 2023
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

 

Paul CoxOctober 2023