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Peter, 65+ years, Mawson, ACT
"We have been using Phil @ Rise for the last 10 years, and am happy to say his advice has helped set us up for retirement."
- Government Assistance
- Superannuation
- Retirement & Pension
- Tax Strategies
- Wills & Estates
- Budgeting
Review history
Peter, 56 - 65 years, Mawson, ACT
"I found Phil very helpful, with the advice we needed, on our transition to retirement. He was able to answer our questions and and advise on best strategies moving forward. As well as adding aspects I had missed. Happy to recommend Phil to anyone seeking independent advice."
Ujjaval, 35 - 45 years, Crace, ACT
"Great service for the first Financial check-up. Provided us with very useful perspective for us to think about.
Thank you."
- Superannuation
- Property Investment
- Cashflow & Income
- Budgeting
Alyson, 46 - 55 years, Wamboin, NSW
"Phil made my financial situation extremely easy to understand. It was incredibly reassuring to know that I was on track to meet my goal of retirement in 8 years."
- Superannuation
- Managing Debt
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Tax Strategies
- Budgeting
Margaret, 56 - 65 years, Wanniassa, ACT
"Phil explained everything clearly and also answered my questions about retirement.
He explained the choices I could make and how to plan for my retirement . I felt reassured after my appointment with him."
- Superannuation
- Retirement & Pension
Josh, under 35 years, Holt, ACT
"Phil was great to talk to and helped me put everything into perspective. Very easy going and very clear with the way forward. I recommend him to anyone seeking financial advice."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Property Investment
- Cashflow & Income
- Budgeting
Margaret, 56 - 65 years, Wanniassa, ACT
"We are downsizers and Phil was very helpful with his advice regarding assets after the sale of our house. His down to earth advice was pitched at our level and he was very happy to answer all our questions."
- Superannuation
- Growing Assets
David, 56 - 65 years, Jerrabomberra, NSW
"Have used Phil for retirement advice o several occasions.
He is very thorough, takes time to explain and is very patient answering all our questions and provides information in an easy to understand language.
Can thoroughly recommend!"
- Retirement & Pension
Paul, 56 - 65 years, Ngunnawal, ACT
"We wanted a single visit to check that our retirement strategy was on track. Phil is one of the very few planners that you can visit on a one off. This is our second visit - the previous one some years ago - and our implementation of his advice has resulted in a position that is much better than expected."
- Superannuation
- Retirement & Pension
Maureen, 56 - 65 years, Hoskinstown, NSW
"Phil was very friendly, knowledgeable and honest in his presentation. He appeared generally interested in helping me make the most of my money. I came away with lots of helpful information to continue to grow my savings and take advantage of tax benefits heading towards retirement. I would recommend him to friends and colleagues. Thank you."
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
Jennifer, 46 - 55 years, Hackett, ACT
"We have seen Phil for financial check ups for many years. We always find his advice, financial projections & detailed information very helpful. Highly recommended."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Property Investment
- Cashflow & Income
- Socially Responsible
- Wills & Estates
Review history
Jennifer, 46 - 55 years, Hackett, ACT
"Phil has provided us with sound advise on debt management, wealth creation, supperannuation and retirement planning. We really like Phil's communication style, as he explains financial strategies very clearly. We feel very confident that he provides evidence based advice and this gives us confidence in our financial planning. We look forward to working with Phil into the future."
Pauline, 56 - 65 years, Monash, ACT
"Phil was very patient with my husband and me. He explained everything to us and listened carefully to our concerns and questions. Would highly recommended Phil."
- Superannuation
- Retirement & Pension
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Redundancy
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Expat Finance
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting