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

Rise Financial typically provides financial advice the following 3 Step Process:

Step 1 – Financial Check Up - $275

To help you understand Where You Are
This service allows us to look at your overall financial situation, to help you understand what you currently have, what you are currently doing, and articulate what your financial goals are for the future.
This service is a general discussion with no strategy or products recommended.
Our experience is that for many people, this service is all they need to have a greater understanding of, and confidence with, their financial position.

View our “Financial Check Up” brochure

Step 2 – Strategic Financial Plan - $2,200

To help you understand Where You Are Going and How To Get There Better
If we determine that you would benefit from understanding where you are heading financially and how to do it better, then we can prepare a Strategic Financial Plan for you.
This allows us to explore the many financial strategies that may be available to you and help determine which are projected to benefit you in your specific circumstances.
We also conduct an insurance analysis and estate planning review, to help you understand other risks you may be exposed to, and can protect against, that may prevent you from achieving your financial objectives.
We also then show you the projected outcome should you join our Wealth Management Service for access to financial advice on an ongoing basis.
These steps are deliberate to help you understand that while insurances, an estate planning update and access to a financial adviser come at a cost that it will usually not detract significantly from your overall wealth position.
This approach allows us to give you all the reasons to help yourself.

View our “Strategic Financial Plan” brochure

Step 3 – Wealth Management Service – From $1,650 pa

To allow us to Take You There
Where you decide you would benefit from having an ongoing relationship with a trusted financial adviser then you can join our Wealth Management Service.
At this stage we would recommend and implement any investments at no additional cost, and we can recommend and implement any personal insurance policies at an additional one off fee.
When implementing any investments or insurance policies, this would be done rebating 100% of any commission payable back to the client in the form of lower investment management fees or lower insurance premiums.
This is a comprehensive ongoing service designed to give you peace of mind that you have financial control and are on track to achieving your financial objectives.

View our “Wealth Management Service” brochure

Rise Financial offer a number of other initial advice services for specific situations:

Salary Packaging Advice - $330

To help you understand whether salary packaging particular items would be beneficial in your situation.

View our “Salary Packaging Advice” brochure

Personal Insurance Analysis - $330

To help you understand how to determine whether you have suitable personal insurance. - Should we need to recommend and implement any personal insurance policies, then this can be done but at an additional fee.

View our “Personal Insurance Analysis” brochure

Financial Projection - $550

To help you understand what your financial future looks like and whether you are on track to achieving your financial objectives, knowing that all components of your financial situation are considered including income, expenses, assets, debts, aged pension entitlements etc.

View our “Financial Projection” brochure

What If… Strategy Analysis - $825

To help you understand what your current financial future looks like and compare this with a specific alternative strategy you are considering, to determine if it is projected to be beneficial to you in your situation.
This service may be appropriate for clients when considering strategies including accepting a voluntary redundancy, adopting a negative gearing strategy, or commencing a specific salary sacrifice strategy.

View our “What If… Strategy Analysis” brochure