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.
Through his knowledge and experience Phil was able to guide us in preparing for retirement. Giving us the tools and confidence that we needed to be on track for retirement. Phil has been professional and caring in all our dealings.
Phil was very knowledgeable in the areas I had queries. He was able to address all my queries and in addition gave me additional info on some options that would be applicable in the future. He is quite approachable and was quite easy to develop a rapport during quite a short period of the initial meeting.
What a gentleman, very knowledgeable, and very current with financial understanding, we'll go back in a couple of years for another financial health check. Thanks again Phil, Jan and Mick
Ultimately the information he provided was very useful, the hints & strategies & by changing a couple of things & working in our favour, I thought were great!!! Now the plan he has set out, has given me confidence to retire sooner rather than later, so from here, it's about the timing , as I do have a couple of projects to do before I plan for a retirement date. Thanks Phil, we've recommended a couple of friends already, keep up the good work, thank you!
Phil was great - he was knowledgeable and was able to provide us with the advice and analysis to set us up for impending retirement. He proposed some alternative strategies for investment and we are now more confident in our financial future. I highly recommend Phil for a pre-retirement financial checkup.
- Adviser status Platinum
- Number of reviews 479
- First year providing advice 1997
- Years of experience 27
- 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