"We are incredibly grateful to have found Phil as our financial adviser. He has provided us with exceptional and personalised budget strategies, taking the time to deeply understand our lifestyle and unique goals. Phil’s expertise has been invaluable in helping us establish a budget that not only works for us now but also sets us up for a secure financial future. What truly sets Phil apart is his ability to forecast and present investment opportunities that align with our family’s priorities, including planning for our baby’s future. Thanks to his guidance, we feel confident in our financial decisions and building a solid foundation for the years to come. If you’re looking for someone who genuinely cares, listens, and delivers tailored solutions, highly recommend Phil!"

"We had a very helpful financial health check with Phil. He was well prepared with perspectives based on the info we provided in advance, provided tailored information to our circumstances and gave us some useful things to think about without being at all pushy. He was recommended by a friend that has using his services for some years and we can see why."

"Phil Thompson and Rise Financial are outstanding to deal with for financial advice and planning. Phil is warm, engaging and welcoming in his practice, and his professional interactions leave you feeling reassured and empowered. Phil is a delight to deal with, he is reassuring and encouraging with any questions you may have, without making you feel silly for asking them. I always leave Phil’s company feeling slightly smarter than when I arrived! Regardless of whether you’re seeking a general financial check up, or wanting to develop a plan for your long term financial health(and wealth), you will leave your meeting with Phil, feeling confident that you have taken a great step towards your financial future. My husband and I have been clients of Rise Financial for 15 years, and have recommended him to countless family friends, and colleagues, all of whom have been thrilled with their interactions, advice and support. I can happily say there is nobody I’d trust more to help me navigate a successful financial roadmap for both my own, and my family’s future. You will leave your session feeling empowered, optimistic and confident that you have taken a powerful step towards building your own and capacity to make choices. Phil’s expertise, experience and knowledge, coupled with his independent fee-for-service advice, is what makes Rise Financial the best place to go. I wouldn’t hesitate to recommend the services of Phil and Rise Financial to anyone!"

"Phil was highly recommended to me by two former colleagues whose judgment I completely trust. They were right to recommend Phil so highly - his advice was clear, considered and included a range of welcome observations that were tangential to my core questions."

"Phil easily and quickly understands our financial situation and our needs and he is able to clearly explain options and make suggestions to suit our financial goals. We don't need to see him often, but we've been seeking his advice for near-on 20 years."

"Phil provided clear and concise advice addressing our needs."

"A seamless experience from an extremely knowledgeable and articulate adviser. Phil was very forthcoming with practical advice and wasn’t out to sell me anything. He had clearly reviewed my form in detail and methodically went through my situation. I was all in to go to the next step with an SOA but he recommended not to as he didn’t feel I needed it. Great integrity and clear explanations. I’d highly recommend."

"Easy to understand and precise with his advice, very knowledgeable with what I wanted to know. It was a pleasure dealing with Phil, made me feel very comfortable 😊👍🏻"

"We had a general financial check up with Phil and it gave us confidence about our next steps to manage our finances. Phil communicated very clearly and provide us with practical strategies to manage debt and increase our wealth in time for retirement. Highly recommended."

"Phil went out of his way to find time to see us in when we were in need of independent financial advice about housing, super, budgets and life expenses. His advice was concise, clear and his manner was understanding and supportive. He is the best planner I’ve ever experienced. I couldn’t recommend him more highly."