Jodie Lane

Rise Financial Pty Ltd

Silver

1 Yr Experience

Monash, ACT 2904

About Jodie
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My journey into financial advice was inspired by a standout experience as a client. That encounter showed me just how transformative quality advice can be, and sparked my passion for helping others gain financial freedom.

As an independent financial adviser, I love helping those raising families, building careers, starting anew, serving our country and preparing for retirement. You can book a one-off financial check up and receive an independent perspective on your current financial situation, goals and future plans. Get in touch if you are looking for clarity and confidence in your finances.

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

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

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

5.00 October 2025

We found our session with Jodie really helpful. She gave us useful insights, addressed all our concerns and left us excited for the next chapter. Highly recommend her services for others considering retirement in the next 5-10 yrs.

5.00 September 2025

I recently had a great experience with Jodie. The session involved my extended family, and she handled our varied questions with expertise. We all finished up feeling well equippped for our next steps!

Jodie's technical knowledge was evident as they answered a wide range of questions with ease, from complex investment strategies to practical budgeting tips. What stood out most, however, was her ability to adapt to our dynamic group and Jodie's commitment to ensuring everyone felt heard and understood. She went above and beyond to provide valuable insights, leaving us feeling well informed and also genuinely delighted with the service. It was clear Jodie is committed to delivering excellent outcomes and a positive experience for her clients.

Thanks for a great experience Jodie, the whole family was impressed!

5.00 August 2025

We met with Jodie seeking advice on possible redundancies and ensuring our PSS accounts were in good shape for retirement. Our questions were answered and Jodie’s advice really helped, we are excited to retire! We will be back

5.00 July 2025

I was extremely impressed by Jodie’s knowledge. She was able to assist me with a complex issue I had with DVA. She was friendly and understanding and I was most comfortable with all aspects of my dealings.

5.00 May 2025

Jodie Lane from Rise Financial is a great Financial Adviser. Her warm, approachable nature and clear, prompt communication immediately put me at ease. Jodie offered personalised, advice with complete transparency and support. I felt truly heard and guided every step of the way. Highly recommend her for anyone seeking trustworthy and insightful financial guidance.