Phil Thompson

"My partner and I met with Phil to better understand our financial position and develop strategies to meet our goals in the future. Phil was well prepared and considerate of our goals. He clearly articulated multiple scenarios and answered all our questions. We left with a solid understanding of our current position, as well as ideas we hadn’t thought of. I would highly recommend Phil as a trusted financial advisor."

"We are a retired couple. We needed general and specific advice. We echo all of the positive feedback provided in other reviews. We’d seen Phil previously, Before the most recent meeting he’d reviewed our previously provided and most recent information so that the meeting was focused on our questions and his advice about our present and future direction. I’d referred a number of other people to Phil after our previous meeting. All have reported to me positive on their experience. As on the first occasion we saw Phil his advice was reassuring, well informed, practical and very well presented. We highly recommend this service."

"It was an absolute pleasure meeting Phil. I have complete confidence in his understanding my financial situation and provided me with a solid foundation to plan for the future. His knowledge was extensive and he allowed me plenty of time to convey my concerns and gave me the reassurance that I was hoping for. I’d provide a higher rating for his services at Rise, if it were possible. An absolute gentleman!"

"Phil was very helpful in assisting me to review my financial options and provided me with the information I needed to make sound financial decisons going forward. I felt listened to and Phil provided me with options I had not considered prior to our appointment. I would recommend Rise Finanical."

"It was great to chat through my plans to move overseas with Phil, and to systematically go through all my financial questions before I depart. I now feel confident that I can take control of my finances while living overseas."

"Phil was well prepared based on our information provided. He provided sound advice and options, considering our needs and lifestyle preferences. Would highly recommend."

"We consult Phil each year for a financial "check-up" and we are thoroughly impressed by the quality of service provided. Phil demonstrates a deep understanding of financial matters, offering insights that were both relevant and tailored to our situation. His expertise was evident throughout our discussions, and we felt confident in the recommendations given. Preparation was another standout aspect of Phil’s approach. Before our meeting, Phil had clearly reviewed our circumstances and came equipped with well-researched options and strategies. This level of preparedness made the process efficient and reassuring. Communication with Phil was consistently clear and straightforward. Overall, we highly recommend Phil for anyone seeking knowledgeable, well-prepared, and clear financial advice."

"Extremely clear and down to earth communication. Gave me a variety of issues to consider that will set me up for the years to come. Strongly recommend."

"An informative and focused initial meeting."

"Phil is very knowledgeable and well prepared with the details I provided him before the meeting. He communicates clearly, is easy to understand, and provides valuable advice with my situation. Thanks Phil."