"I first contacted Phil in 2024 and from this first contact until our first consultation in early 2025, I have been very impressed with (and assured by) the quality financial information he has provided. During our first meeting, I found him to be very thorough (and understandable) in working through my current situation and impending retirement."

"Phil is a fantastic adviser. He broke down complex concepts into understandable insights, was generous with his time, and provided a clear pathway forward for our financial future."

"Great discussion with Phil. Really appreciated his level-headed advice, taking into account broader life circumstances."

"Phil made it easy to understand my financial position and gave me some great advice. I walked out after my appointment feeling lighter than I had in months. Highly recommend Phil and his services. Thank you."

"Phil was recommended by a long time friend who spoke very highly of his financial planning servicrs. He was able to provide well thought through advice after listening to us about our position and goals and gave a summary of our position and easy to understand financial strategies which was very helpful."

"Very impressed with our initial meeting with Phil and Emma. Scenarios were prepared in advance from the information we had provided and tweaked along the way. Our questions were answered and there were no high pressure sales tactics. Reaffirmed our decision to go with an independent financial adviser."

"Outstanding and simple financial advice."

"Great experience. Phil prepared for the meeting and did some modelling of our circumstances in advance. Phil explained what we need to know clearly and was a pleasure to deal with."

"Phil was recommended by to us by a friend. Phil’s is very detailed and tailors his advice to your very specific situation. He advice consists of various option with the pros and cons of each evaluated. Just what you want from an adviser. I would have no hesitation is recommending Rise financial to my friends and family.

Thanks Phil, very useful."

"I have sought advice for the third time in 6 years. Each time my financial circumstances have been very different. Phil has quickly been able to analyze my situation and provide sound advice while explaining tax and superannuation investment options accordingly.

His communication style is clear, informative and up-to-date. I have recommended him to close friends and family over the years."