Call us on 02 6292 0015 or email phil@risefinancial.com.au

WHAT DOES INDEPENDENT MEAN?

Rise Financial is one of the few truly independent financial planning businesses because:

  • We have no conflicts of interest, so you know that all advice is in your best interest only.
  • We do not receive any commissions, referral fees, gifts, or any other incentives, to recommend products or strategies.
  • We are not owned by any institution, rather Phil Thompson, as the Responsible Entity for the Australian Financial Services Licence (AFSL) 311718, owns 100% of the business outright, and has done so since establishment in 2004.
  • We charge an agreed flat fee only to provide our services to you.

ADVISER PROFILES

PHIL THOMPSON

Phil has been a financial planner since 1996 and holds the following qualifications:

  • Certified Financial Planner
  • Masters of Management
  • Bachelor of Commerce
  • Diploma of Financial Planning

Phil’s areas of expertise include:

  • Comprehensive personal financial planning advice and wealth management for salary and wages earners, retirees, Australian ex-pats living overseas and business owners.
  • Superannuation plan advice and establishment
  • Investment fund advice and establishment
  • Advice relating to the use of borrowed funds, and any necessary establishment
  • Personal insurance policy advice and establishment
  • Salary packaging advice
  • Budgeting and cashflow management advice
  • Advice relating to estate planning for individuals and business owners

Phil Thompson wrote a weekly column in the Canberra Times from 2005 to 2013 providing answers to readers’ questions concerning subjects such as superannuation, insurance, investments, etc.

Phil has been improving the financial literacy and understanding of many people by providing information on the financial planning industry through regular presentations to staff and members of schools, businesses, Government Departments and community groups.

Phil has been a long standing member of the Financial Planning Association and has been actively involved at a local ACT Chapter level, filling the role of Chairman from 2002 to 2007.

Phil has also been honoured by the Commonwealth of Australia, receiving a Bravery Medal from the Governor-General on behalf of Her Majesty Queen Elizabeth The Second.

OUR FEATURES

PUTTING YOU IN THE PICTURE

One of the best things Rise Financial can assist you with is understanding what your financial future looks like.
We do this by taking all the components of your financial situation, and graphically present this to you.

10 YEAR ANNIVERSARY CLIENT TESTIMONIALS

When celebrating our 10 year anniversary in April 2014 we asked our clients for any testimonials they would be happy for us to share with prospective clients. We are extremely proud to present what they said.

CANBERRA TIMES Q&A's

Provided are a range of questions and answers printed in the Canberra Times newspaper, which will give you a feel for Rise Financial's approach to financial planning issues.

MONTHLY SNAPSHOT

Every month, Phil Thompson from Rise Financial presents a snapsot of the financial markets across Australia and across the globe. Provided are various snapshots, which will give you a feel for Rise Financial's approach to financial planning.