Jodie Lane

"I recently had a great experience with Jodie. The session involved my extended family, and she handled our varied questions with expertise. We all finished up feeling well equippped for our next steps!

Jodie's technical knowledge was evident as they answered a wide range of questions with ease, from complex investment strategies to practical budgeting tips. What stood out most, however, was her ability to adapt to our dynamic group and Jodie's commitment to ensuring everyone felt heard and understood. She went above and beyond to provide valuable insights, leaving us feeling well informed and also genuinely delighted with the service. It was clear Jodie is committed to delivering excellent outcomes and a positive experience for her clients.

Thanks for a great experience Jodie, the whole family was impressed!"

"I was impressed by Jodie's truly holistic approach to financial planning. She took the time to understand my complete financial picture, my long-term goals, and even my personal values.

This comprehensive perspective, combined with Jodie's clear and patient explanations, put me completely at ease throughout our discussions. I never felt rushed or pressured, and all my questions were answered thoroughly. It's fantastic to find such a blend of expertise and genuine client care.

If you're looking for an independent financial adviser who prioritises your overall well-being and provides clear, thoughtful guidance, I wouldn't hesitate to recommend Jodie and Rise Financial."

"I was extremely impressed by Jodie’s knowledge. She was able to assist me with a complex issue I had with DVA. She was friendly and understanding and I was most comfortable with all aspects of my dealings."

"Jodie Lane from Rise Financial is a great Financial Adviser. Her warm, approachable nature and clear, prompt communication immediately put me at ease. Jodie offered personalised, advice with complete transparency and support. I felt truly heard and guided every step of the way. Highly recommend her for anyone seeking trustworthy and insightful financial guidance."

"I cannot recommend Jodie Lane from Rise Financial highly enough. From the very first interaction, Jodie’s warm, friendly, and approachable style put us completely at ease. Her communication is exceptional—clear, prompt, and always transparent. It’s rare to find someone who blends deep financial expertise with such genuine empathy.

Jodie took the time to truly understand our personal circumstances and goals, and provided tailored advice that made us feel heard, supported, and empowered. The service us offers is comprehensive and thoughtful, with every step explained in a way that felt collaborative and reassuring.

What stood out most to me was her ability to create a safe, trusting environment where no question felt too small and every concern was addressed with care and professionalism.

If you're looking for an empathetic, trustworthy, and highly astute Financial Adviser, I wholeheartedly recommend Jodie. She brings heart, intelligence, and integrity to everything she does."

"I engaged in a one off session with Jodie and we spend a lot of time going through an array of financial questions I had prepared. She was extremely knowledgeable and easily answered everything in great detail leaving me in a far better position than when the meeting started. It was very refreshing to speak to someone so passionate and helpful for which I am very grateful."

"Thank you Jodie for your thorough and clear communication, personalised advice and enormous empathy. Your friendly, warm approachable style revealed such trustworthiness and put me right at ease throughout! Such a comprehensive service with transparency, support and prompt responses catering to all my needs.

I would highly recommend Jodie Lane from Rise Financial as an empathetic and highly astute Financial Adviser."

"Highly recommend! Balanced, informative advice without an agenda. I really value Jodie’s perspective, guidance and support."