Call us on 02 6292 0015 or email email@example.com
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WHO WE ARE
We partner with clients to achieve their financial goals by helping them understand what they have, where they are going and how to get there.
Take Control – With Your
Independent Financial Adviser
WHAT DOES INDEPENDENT MEAN?
Rise Financial is one of the few truly independent financial planning businesses because:
Rise Financial provides advice to clients in the ACT region with a face-to-face appointment at our office, and to interstate or overseas clients via phone or Skype.
Are experienced Certified Financial Planners and Members of the Financial Planning Association.
Rise Financial is a recognized Professional Practice of the Financial Planning Association.
OUR INVESTMENT APPROACH
Where Rise Financial puts in place investments for you, 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.
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25 Michell Street
Monash ACT 2904
Last updated 13 February 2018
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WHO WE ARE