Jodie Lane

My own positive client experience with a financial planner inspired me to make a career change, so I understand firsthand the value of a great adviser. In recent years, I've pivoted out of corporate finance into financial planning and am absolutely loving it! I am committed to helping you achieve your financial goals and navigate life's challenges.

I am passionate about making financial advice more accessible. At Rise, we offer truly independent financial advice for a flat fee with no hard sell.

It is important to choose an adviser you trust and who shares your values. If this isn't Rise, we will happily recommend other great operators.