Rise Financial was started in 2004 to provide truly independent financial advice, on a flat fee basis, so there are absolutely no conflicts of interest. Take control - with your independent financial adviser.
Step 1 - Financial Check Up - $440 Step 2 - Statement of Advice - $3300 Step 3 - Wealth Management Service - $4400 pa Each step taken only where needed.
Phil was able to accommodate my request for a face to face interview which was really helpful. As I am approaching retirement and shortly to make significant financial decisions, he was able to guide me through options which I would otherwise have been unaware. I found Phil to be extremely knowledgeable, easy to talk with and he has given me confidence in a plan going forward. An additional bonus is that his location allowed ease of parking and is very convenient. I would recommend Phil to my friends and family.
Phil was clear and concise, and he clearly explained the service he was providing. He provided us with ideas to consider and explore, particularly in relation to superannuation, pensions and property investment options. He listened carefully and made sure that we understood his advice.
Phil was extremely helpful at providing realistic scenarios for our retirement options in 10-15 years time including superannuation options.
We have always been able to rely on Phil for sound advice at times where we have been uncertain about our next steps. We feel we are receiving independent advice suitable to our circumstances and not being sold any particular pathway or investment product. Phil listens to your concerns and explains options. We have recommended Phil to many friends who have gone onto doing the same. The proof is in the outcomes and a genuine understanding of wealth creation suitable to your level of risk and comfort. Highly recommend Phil from Rise Financial.
Phil has provided us with exceptional advice and guidance.
- Adviser status Platinum
- Number of reviews 423
- First year providing advice 1997
- Years of experience 25
- Master of Management
Rise Financial Pty Ltd25 Michell Street
Monash, ACT 2904
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Rise Financial Pty Ltd