"Great experience. Phil prepared for the meeting and did some modelling of our circumstances in advance. Phil explained what we need to know clearly and was a pleasure to deal with."

"Phil was recommended by to us by a friend. Phil’s is very detailed and tailors his advice to your very specific situation. He advice consists of various option with the pros and cons of each evaluated. Just what you want from an adviser. I would have no hesitation is recommending Rise financial to my friends and family.

Thanks Phil, very useful."

"I have sought advice for the third time in 6 years. Each time my financial circumstances have been very different. Phil has quickly been able to analyze my situation and provide sound advice while explaining tax and superannuation investment options accordingly.

His communication style is clear, informative and up-to-date. I have recommended him to close friends and family over the years."

"Clear comprehensive communication, insightful, wealth of knowledge and highly beneficial."

"Phil dived deep into the details to give us some great general financial advice."

"Phil is a good communicator with sound knowledge of retirement planning."

"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."

"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."

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

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