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 below.

ADVISER ENQUIRIES WELCOME!

Congratulations on your 10 year anniversary! We are pleased to provide the following testimonial. Good luck with the next 10 years!

We are in our seventh year with Rise Financial and are very happy with the professional service always provided. Our Strategic Financial Plan along with Phil’s sound ongoing independent advice and assistance has taken the “financial stress” out of our retirement. We are looking forward to continuing our association with Rise for many, many years to come.

Geoff and Gayle

Hervey Bay QLD

I am delighted to commend the services of Rise Financial for the advice and management of my superannuation funds through my financial adviser Phil Thomson.

His friendly and professional advice in simplifying the complexity of the options available to me for superannuation investments within my comfort zone have been most reassuring for me. Phil has taken on board all my short and long time needs and reflected these into the viable solution that I have adopted to cater for my future welfare. My wish list and occasional unplanned events have always been accommodated positively and speedily. Phil’s annual reviews of our plan are clearly documented and concise and his discussions ensure that I have a clear perspective of the progress of our plan in a complex financial environment. These visits also enable me to catch up with a trusted friend.

Wendy Coutts

Canberra ACT

Congratulations Rise Financial on your 10 year anniversary! We were recommended the services of Rise Financial through a long standing professional relationship with like minded people and that old adage – “you don’t know what you don’t know” is so true. Through Phil’s expertise as an independent financial planner, he has helped us on our way to see the tangible possibilities to financial freedom in our retirement years.

The initial financial check-up spurred us onto to getting a strategic financial plan and through this we have been motivated into various courses of action which we feel has us on a successful financial pathway.

Through Phil we now have a peace of mind that we are on track to an achievable comfortable financial future. The additional advice he provided in the strategic plan will help maximize our current position and we can only describe it as ‘invaluable’ and ‘worth every cent’!

Our mantra when it comes to finances is to surround yourself with professionals like an accountant and a financial adviser; and if you are smart you will develop a relationship with a truly independent service that Phil provides at Rise Financial!

Julie and Martin

Canberra ACT

Rise Financial put my mind at ease about the future and helped me see financially responsible options outside
full-time work.

Jack Egan

Katherine NT

Congratulations Phil, on achieving your 10 year anniversary!

Being a financial adviser myself, I am acutely aware of the need to have quality, objective advice, and reliable service to be able to achieve my long term goals. In you, I have an intelligent adviser, which together with your outstanding personal traits of professionalism, honesty and integrity, as well as dedication to excellent service, over many years, make you an indispensable financial asset.

Thank you for your assistance, and I also look forward to the next 10 years.

Joe Felizzi

Sydney NSW

I met Phil for the first time when he visited the staff at the US Embassy to give financial advice as a financial consultant to the Embassy. That was the first time I came to know about salary packaging and on his advice starting saving money. Since then me and my wife have always received valuable advice on our financial issues. The thing I like most is that whenever we visit him, we feel that he has all the time in the world to listen to us patiently and has always given the right advice.

Shahid Sandila &
Alia Irshad

Canberra ACT

The complexity of planning for investment, self managed super funds and family affairs is daunting. Phil has helped us to organise our financial affairs for the past 7 years. We have found our meetings with him important and very effective and we feel we are well informed about the issues we need to consider. We are confident that he is working in our best interests.

KJ

Canberra ACT

Congratulations on hitting 10 years, well done!

Our business exists based on trust and strong working relationships and as such we must be completely confident that other professionals are going to provide a high level of service and expertise before we will consider recommending them to our clients. We have now worked with Phil for several years and have referred many clients with the feedback being nothing short of exceptional. We consider Rise Financial to be an integral part of our client’s wealth creation team and feel extremely fortunate to be able to do so. Thanks Phil for your ongoing support!

Tim Hull - Level 5 Property Investment

Canberra ACT

FEATURES » 10 YEAR ANNIVERSARY - CLIENT TESTIMONIALS