WHY USE US
You should choose to use Rise Financial over other financial planning service providers for the following reasons:
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.
FEE FOR SERVICE
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
We provide a comprehensive range of services, designed to provide you with the advice you need, at the time you need it.
COMMITMENT TO SERVICE
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.
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 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).
We have over 20 years experience advising members with CSS, PSS, DFRDB, MSBS, PSSAP and ADF Super.