Phil Thompson

Rise Financial Pty Ltd

Platinum

28 Yrs Experience

Monash, ACT 2904

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Rise Financial was started in 2004 to provide truly independent financial advice, on a flat fee basis, so there are absolutely no conflicts of interest. Take control - with your independent financial adviser.

Superannuation
Managing Debt
Retirement & Pension
Tax Strategies
Growing Assets
Budgeting

Step 1 - Financial Check Up - $550 Step 2 - Statement of Advice - $3300 Step 3 - Wealth Management Service - $4400 pa Each step taken only where needed.

5.00 February 2025

Phil was recommended by an old friend. We were impressed with Phil’s detailed request for background information on our financial situation prior to our meeting with him. Phil opened that meeting by stating his understanding of what we hoped to achieve so that we were all on the same page. He then presented us with several future scenarios using an interactive spreadsheet that clearly illustrated what we could expect in future years for different options. Whilst making use of the background information we had provided Phil was also able answer various questions that we had that popped up during the course of our meeting.

Overall we were very impressed.

5.00 February 2025

Phil took the time to explain advice given. He was polite and courteous, and had obviously done his research (from information we provided) prior to the meeting. Very professional.

4.25 February 2025

Provided clear and well targeted advice. Left more confident of where I am heading in my future.

5.00 December 2024

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5.00 December 2024

Phil and new team member Jodie took the time to understand my situation and goals, and provided clear comprehensive, valuable advice. I appreciated their knowledge, respect and suggestions for things I hadn't considered. Will definitely return.