Phil Thompson

"Phil provided my wife and I with considered and professional advice on a wide range of retirement, superannuation, tax and investment related issues. We had a number of questions that Phil was able to provide comprehensive and up-to-date advice on and additional suggestions and ideas we had not fully considered ourselves. I would recommend Phil to anyone seeking general or specific financial advice across a range of matters."

"Phil was a wealth of knowledge - very easy to communicate with - giving us multiple scenarios and advice."

"Phil treated me with respect, listening deeply to what I had to say and expertly related that to my financial situation. It’s the first time I have felt comfortable with a financial adviser."

"Absolutely fantastic experience! Phil Thompson is knowledgeable, easy to talk to, and took the time to truly understand my financial situation. The advice was clear, practical, and tailored specifically to my goals. I left the meeting feeling confident and in control of my financial future. Couldn't recommend more highly!"

"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."