WHY USE US

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

INDEPENDENCE

FEE FOR SERVICE

We are one of the few truly independent financial planning businesses, so you can be assured that any advice is in your best interest only.

We charge a flat, pre agreed fee, for any services provided, with any commissions that would have been payable returned to you, so you can be assured that there is no conflict of interest when providing advice to you.

RANGE OF SERVICES

COMMITMENT TO SERVICE

We provide a comprehensive range of services, designed to provide you with the advice you need, at the time you need it.

We have a commitment to develop quality relationships with our clients, and a key to achieving this is by maintaining the continuity of advice between the client and your adviser.

EXPERIENCE

PROFESSIONAL ASSOCIATION

Our advisers have a long history of a demonstrated commitment to education and providing hands on advice to clients, and the educational standards are maintained through ongoing professional development training.

All of our financial advisers are members of the Financial Planning Association (the peak professional body representing financial planners in Australia), all of our financial advisers are Certified Financial Planners (the highest quality designation for financial planners worldwide) and Rise Financial is a recognised Professional Practice of the Financial Planning Association (meaning we adhere to the highest standards for conduct, operation, ethics, integrity, educational standards and practical experience).

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