Phil Thompson

Rise Financial Pty Ltd

Platinum
27 Yrs Experience
Monash, ACT 2904
4.87
494 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 494

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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

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

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

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

  • Retirement & Pension
  • Property Investment
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Property Investment
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

4.50

Peter, 56 - 65 years, Mawson, ACT

"I found Phil very helpful, with the advice we needed, on our transition to retirement. He was able to answer our questions and and advise on best strategies moving forward. As well as adding aspects I had missed. Happy to recommend Phil to anyone seeking independent advice."

5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 494

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