WEBSITE SUMMARY

Who We Are

  • Rise Financial with owner and financial planner
    Phil Thompson

What We Do

  •  Provide truly independent financial advice starting with $330 (inc GST) for a Financial Check Up appointment

Where We Are

  • Home office in Monash, ACT with appointments also available via phone or Skype

When To Use Us

  • Financial Understanding
  • Wealth Creation
  • Lifestyle Planning
  • Retirement Planning
  • Redundancy
  • Inheritance
  • Financial Separation
  • Australian Ex Pats Living of Moving Overseas
  • Salary Packaging
  • Second Opinion

Why Use Us

  • Independence
  • Fee For Service
  • Range of Services
  • Commitment to Service
  • Experience
  • Professional Associations

How To Use Us

  • Start by contacting us by phone or email to arrange a Financial Check Up appointment

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

Financial Planner Canberra

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.

Best Financial Advisors Canberra

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.

Independant Financial Advisors Canberra

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.

Canberra Financial Planning

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.

Rise Financial Financial Planners & Advisors Canberra

 

Rise Financial is a financial planner Canberra who cares deeply about our clients success.

 

 

While you are in the market for a Financial Advisor Canberra, it’s important that you take a few minutes to find what is really important for your long term success.

 

 

Many Canberra financial planners who charge low, or no fees will suggest you products or services where they get a commission from the company when you buy. We strongly suggest against using a company like this as it’s extremely difficult to determine if their advice is the best for you, or if it’s the highest profit product for them to sell.

 

 

As an independent financial advisor Canberra, we don’t take any commissions from the products that we recommend to you, instead you’ll invest in our services directly. This way you know you’re getting the best financial planning advice for your specific situation.

 

 

To find out more about our unique approach, and why we’re often voted the best financial planner Canberra, then get in touch today.