"Appreciated Phil’s professional and common sense approach. I felt we could trust his advice and are in a better position to tighten up our towards retirement plans. Very recommended."

"Very professional and knowledgeable analysis. Clear and comprehensive presentation of circumstances and options."

"I've consulted Phil a couple of times mainly on retirement planning. I've found his advice clear, pragmatic and helpful."

"We have had meetings with Phil periodically - as required. Phil has provided useful advice and explanations for us in a calm and confident manner. It has been very useful for us while attempting to navigate the whole superannuation, retirement, downsizing with all it's complexities."

"Phil is communicative and responsive. We meet with Phil for periodic financial check ups, and his advice is always clear and useful. He doesn't push products that we don't need, and he helps us to tweak things to ensure we are making the most of our income, superannuation and other investments. He also has a good understanding of Commonwealth Superannuation schemes, which is relevant to us. We trust Phil's advice and find our check up meetings very helpful."

"Always a pleasure dealing with Phil. Very knowledgeable and trustworthy advice."

"Phil always communicates clearly and it is easy for us to understand what he is suggesting. Phil works to understand our situation so he can tailor his advice and we have found him to be extremely knowledgeable in all our areas of interest. Phil uses the information we give him to develop options for us to consider that we wouldn’t have thought of ourselves, but make a lot of sense for our situation. We have no hesitation in recommending Phil to people seeking financial advice."

"Phil had reviewed information provided to him and he had a good understanding of our financial situation, prior to our first meeting. He gave independent advice, offered good alternative options for us and explained these options clearly. He answered all our questions and I felt confident with the advice he gave. Thank you."

"We have been using Phil @ Rise for the last 10 years, and am happy to say his advice has helped set us up for retirement."

"Phil provided me with comprehensive advice in plain language that I could understand. He answered all my questions in the same way. I felt confident that he was providing me with the best information I required to make a decision regarding a payment claim."