Jodie Lane

Rise Financial Pty Ltd

Silver
1 Yr Experience
Monash, ACT 2904

Are you looking to gain control of your finances while raising a family, building your career, starting anew or serving our country? Perhaps you're gearing up for retirement and want to ensure a smooth transition?

I'm dedicated to helping people overcome life's hurdles, confidently prepare for their future and achieve financial peace of mind.

At Rise Financial, we offer truly independent financial advice and never receive any commissions. You'll always get objective advice, without any sales pressure.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At Rise Financial we are 100% independent and offer a one-off financial check-up for $550.

If you are curious and want to learn more, you can book a free, no-obligation chat

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • Years of experience 1
  • Highest qualifications
    • Chartered Accountant (CA)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Rise Financial Pty Ltd

25 Michell Street
Monash, ACT 2904

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Rise Financial Pty Ltd

AFSL 311718