WHO WE ARE
CLIENT VALUE PROPOSITION
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:
- We have no conflicts of interest, so you know that all advice is in your best interest only.
- We do not receive any commissions, referral fees, gifts, or any other incentives, to recommend products or strategies.
- We are not owned by any institution, rather Phil Thompson, as the Responsible Manager for the Australian Financial Services Licence (AFSL) 311718, owns 100% of the business outright, and has done so since establishment in 2004.
- We charge an agreed flat fee only to provide our services to you.
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, Zoom or Skype.
Are experienced Certified Financial Planners (CFP) and members of the Financial Planning Association (FPA).
Rise Financial is a recognized Professional Practice of the Financial Planning Association (FPA).
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.