Phil Thompson

Rise Financial Pty Ltd

Platinum
27 Yrs Experience
Monash, ACT 2904
4.86
479 Reviews
5
4
3
2
1
4.90
Clear communication
4.78
Knowledge & expertise
4.88
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 479

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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

"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."

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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"

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

"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!"

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

"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."

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Phil really listens and is informed, courteous and responsive to your unique personal circumstances. I recommend him to everyone I know."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Leanne, 56 - 65 years, Bonner, ACT

"Phil is an excellent communicator and able to confidently and clearly explain his wise recommendations. He is a great listener and can appreciate the nuances of complex situations effectively. I have no hesitation in recommending his services, and have already recommended him to a number of friends and family members."

5.00

"Phil was great and we left very happy with his advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I cannot recommend Phil highly enough, his clear and easy to understand advice was very much appreciated. The meeting was so beneficial, it's a relief to know our finances are now heading on the right track!"

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent communicator. Prepares thoroughly. Most helpful."

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

"My wife and I have used Phil on a number of occasions now regarding salary packaging, superannuation and retirement. Wave always found his advice excellent and more importantly easy to understand."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 479

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