putting you in the picture

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Financial Planning Association of Australia

You should choose to use Rise Financial over other financial planning service providers for the following reasons:

  • Rise Financial is an independent financial planning business, so you can be assured that any advice is in your best interests only.
     
  • Rise Financial will charge a pre-agreed fee for work performed, on a fee for service basis, so you can be assured that there are no commissions influencing your advice.
     
  • Rise Financial can provide comprehensive advice on a large range of personal and business planning issues.
     
  • Rise Financial has a commitment to the development of quality client relationships. A key to achieving this is through maintaining the continuity of the relationship between the client and their adviser.
     
  • Rise Financial works with you to identify your specific and individual goals and supports you in achieving your financial potential.
     
  • Rise Financial offers financial planning solutions ranging from one off advice, to ongoing guidance where we aim ensure that your financial plan continues to support you in achieving your goals.
     
  • Rise Financial operates under an Australian Financial Services Licence, which means that the business has the necessary experience and skills, the necessary operational processes and the necessary financial backing, to operate a financial services business, as determined by the Australian Securities and Investments Commission (ASIC).
     
  • All staff are members of the Financial Planning Association in their own capacity, and Rise Financial Pty Ltd is a Principle Member of the Financial Planning Association. This means that the business and staff abide by and place great importance in the association’s Code Of Ethics, of which Integrity and Professionalism are key components.

 

 

 

 
 

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