Phil Thompson

Rise Financial Pty Ltd

Platinum
27 Yrs Experience
Monash, ACT 2904
4.87
518 Reviews
5
4
3
2
1
4.90
Clear communication
4.79
Knowledge & expertise
4.89
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 518

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4.75

"Phil provides useful and relevant advice in a way that I can understand, enabling me to put definite plans in place and feel confident in my choices. He is very knowledgeable and answers even the most basic questions with patience and in an easy to understand manner."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Property Investment
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Property Investment
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 518

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting