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 - $550 Step 2 - Statement of Advice - $3300 Step 3 - Wealth Management Service - $4400 pa Each step taken only where needed.
Phil explained everything in easy to follow steps. He was able to forecast our financial position with varied scenarios thrown in. We have already begun to implement Phil's advice in our daily spending, saving and investing habits.
Great advice made simple. Gave us a clear vision into the future and some handy tips to maximise our retirement benefits.
Phil is a very knowledgeable adviser who communicates complex concepts in a way that is easy to understand.
Phil provided practical advice that was tailored to our needs, easy to understand and provided some clear follow-up actions.
- Adviser status Platinum
- Number of reviews 464
- First year providing advice 1997
- Years of experience 26
- 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