Rise Financial is a financial planning business providing independent advice on a fee for service basis.
Rise Financial was established in March 2004 by Phil Thompson and holds an Australian Financial Services Licence (No. 311718).
Rise Financial’s objective is to “Help Busy People Create and Protect Wealth”.
Rise Financial is in the business of providing financial advice to those who are prepared to take financial control, and we offer a range of services designed to allow you to access the right information at the right time.
View our Service Overview Brochure PDF 
Rise Financial typically does this through a 3 Step Process (explained further in What We Do) summarised as:
Step 1 – Financial Check Up - $275
To help you understand Where You Are
Step 2 – Strategic Financial Plan - $2,200
To help you understand Where You Are Going and How To Get There Better
Step 3 – Wealth Management Service – From $1,650 pa
To allow us to Take You There
Where Rise Financial takes responsibility for investments, our preferred approach is to adopt a disciplined investment philosophy based on the principles of passive investment, reliably capturing the returns available from capital markets over the long term.
If you lie awake at night worrying about your financial situation, or if you are too busy to give your wealth creation the attention it deserves, then Rise Financial can help you.
“Get the answers, sleep easy, Rise Financial”
|
