Independent Financial Adviser in Canberra & Queanbeyan
Rise Financial is in the business of providing financial advice to those who are prepared to take financial control and we offer a range of services designed to provide the right advice at the right time.
WHO WE ARE
Rise Financial with owner and financial planner Phil Thompson
WHAT WE DO
Provide truly independent financial advice starting with $550 (inc GST) for a Financial Check Up appointment
WHERE WE ARE
Appointments are available in person, via phone, Zoom or Skype
WHEN TO USE US
- Financial Understanding
- Wealth Creation
- Lifestyle Planning
- Retirement Planning
- Financial Separation
- Australian Ex Pats Living of Moving Overseas
- Salary Packaging
- Second Opinion
WHY USE US
- Fee For Service
- Range of Services
- Commitment to Service
- Professional Associations
- ComSuper Specialists – CSS, PSS, DFRDB, MSBS, PSSAP, ADF Super
HOW TO USE US
- Start by booking a Financial Check Up appointment online
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"Phil is very knowledgeable in his work, and is able to explain his views in terms easy to understand. Overall, very helpful and valuable."
"Phil provides useful and relevant advice in a way that I can understand, enabling me to put definite plans in place and feel confident in my choices. He is very knowledgeable and answers even the most basic questions with patience and in an easy to understand manner."
"I saw Phil for a financial check-up appointment to review my investment strategies. I found him to be knowledgeable and friendly, and picked up well what my needs were, consistent with my risk profile. Useful discussion consistent with my desire for a more simplified strategy than I currently have. Happy to recommend him to others based on my experience. Had to wait for the appointment some months. He is obviously popular."
"My appointment with Phil was excellent. He had all the documents prepared and laid out for the meeting. It was relaxed and supportive of my plans and provided solid advice of how I should save, spend and invest."
"I was so grateful Phil was able to fit me in at short notice as I was a bit anxious about potential unemployment for a few months. He was able to answer all my questions in a simple, objective way and used some handy modelling tools to run through a few different scenarios for a potential retirement date. It all just made sense and gave me a lot of confidence in his advice. The simple flat rate for the visit was greatly appreciated too. I highly recommend Phil Thompson's Rise Financial."
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
- 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 (FPA) 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.
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.
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.
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.
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.