Phil Thompson

"Phil and new team member Jodie took the time to understand my situation and goals, and provided clear comprehensive, valuable advice. I appreciated their knowledge, respect and suggestions for things I hadn't considered. Will definitely return."

"Phil was friendly and helpful. We felt he really understood our financial situation and future goals. We are very happy to recommend him!"

"4-Dec-24 - Phil was professional, knowledgeable and was also both personable and patient.

Phil took time to provide clarity and clear statements about my financial position leaving me extremely reassured and happier to have sought Phil's advice.

Phil provided clear communication and explained any complex concepts well.

Phil’s attentive personalised advice was tailored to my needs. Phil’s knowledge and expertise were highly evident as Phil helped me to navigate a variety of financial situations. I would recommend Phil Thompson from Rise Financial as an exceptional Financial Advisor and Certified Financial Planner."

"Phil was great! He provided sound advice and ensured I understood it all along the way. The next time I require financial advice I will be re-booking with Phil."

"Our first meeting with Phil today was fantastic. We came away feeling comfortable with Phil's projections and buoyed to get our finances in order as we move toward retirement."

"Phil is the consummate professional, I came away with clear perspective on what pre-retirement looks like in terms of budget."

"Phil was able to provide me with the info that I needed to be able to make an informed decision around retirement and investments. I would highly recommend Phil."

"I would highly recommend Phil! Friendly and a wealth of knowledge - completely put my mind at ease regarding my financial circumstances. Thanks again, Phil. Will definitely seek your advice again when needed!"

"We did a second financial check-up with Phil - he was well prepared, insightful and communicated clearly. Very knowledgeable, would highly recommend."

"Phil is a "down the line" adviser. He prepares for our appointment, reviews our material, ensures we are aligned on the expectations and outcomes then creates a couple of scenarios to work through. His options are considered, practical and tailored. No talk of product or pushing industry leaders at us. He made our options clear, without jargon and treated our situation with respect. I highly recommend Phil and will be doing follow ups as our situation changes."