"Phil was amazing. I will be 70 years old next year and because our family has moved a lot over the years (changing jobs, countries, retirement schemes, etc frequently) I was quite concerned about being able to retire comfortably. Phil patiently talked me through it all, answered my (many) questions and reassured me that I will not have to keep working past 70 years old. We will be OK. He was personable, friendly and kind. I would highly recommend his help If you are looking for short term one off advice, as I was."

"I first consulted Phil for a pre-retirement 'financial health check' on the recommendation of a friend whose judgment I trust implicitly after 2 other advisers I had seen had left me feeling utterly depressed - one because he didn't understand my goals and the other because he was all about hard selling his services to me. Phil was the opposite. No hard sell and he understood my goals from the outset. He is very knowledgeable, smart and personable, was well-prepared for our meeting, gave me clear, sensible, practical advice and answered all my questions. I left our meeting feeling reassured and confident about my financial future and achieving my lifestyle goals in retirement. It was the same today, a few years later, when I consulted Phil for a post-retirement financial health check. He knew, and gave me, exactly the advice I needed and again I left the meeting feeling reassured and confident and with a clear plan. I consider Phil a trusted adviser and I am so glad that today's technology means I can still consult him even though I have left the ACT. I cannot recommend him highly enough. Thank you Phil!"

"My wife and I were extremely impressed with Phil. He was very pleasant and well prepared for our meeting, discussing positive options for improving our financial position. Would happily recommend Phil."

"Phil is fantastic – knowledgeable, genuine, and able to explain things in simple terms. His insights have left me feeling confident and optimistic about my financial planning. Highly recommend!"

"Phil is friendly and professional. He listened to our retirement plans and provided advice on our current financial position. It was reassuring to speak with Phil regarding our current financial position and how it might transpire in retirement. Thanks Phil."

"Phil was extremely helpful and had a planned path for us with our next 5-10 year plan."

"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!"