Phil Thompson

Rise Financial Pty Ltd

Platinum

27 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 November 2024

Phil was great! He provided sound advice and ensured I understood it all along the way. The next time I require financial advice I will be re-booking with Phil.

5.00 November 2024

Our first meeting with Phil today was fantastic. We came away feeling comfortable with Phil's projections and buoyed to get our finances in order as we move toward retirement.

5.00 October 2024

Phil is the consummate professional, I came away with clear perspective on what pre-retirement looks like in terms of budget.

4.75 October 2024

Phil was able to provide me with the info that I needed to be able to make an informed decision around retirement and investments. I would highly recommend Phil.

5.00 October 2024

I would highly recommend Phil! Friendly and a wealth of knowledge - completely put my mind at ease regarding my financial circumstances. Thanks again, Phil. Will definitely seek your advice again when needed!