Call us on 02 6292 0015 or email firstname.lastname@example.org
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.
DOWNLOAD OUR SERVICE OVERVIEW BROCHURE (PDF)
25 Michell Street
Monash ACT 2904
Last updated 11 August 2017
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WHO WE ARE