Take control of your financial future with Rise Financial
At Rise Financial, we understand the importance of taking control of your financial future. Our independent financial advisers are committed to providing you with personalized advice and expert guidance to help you achieve your financial goals. With years of experience and a passion for helping our clients succeed, we offer a range of services designed to provide the right advice at the right time.
Our Mission
Our mission is to empower individuals, families, and businesses to take control of their financial futures. We believe that everyone deserves to have a clear understanding of their financial situation and the tools to make informed decisions about their money. Our team of experienced financial planners is dedicated to providing personalized advice and tailored solutions to help our clients achieve financial freedom.
Our Services
We offer a comprehensive range of financial services, including financial planning, wealth creation, lifestyle planning, retirement planning, redundancy, inheritance, and financial separation advice. Our services are designed to provide you with the expert guidance you need to make informed decisions about your financial future. Whether you're just starting out or nearing retirement, we have the expertise and experience to help you achieve your goals.
Our Approach
At Rise Financial, we take a holistic approach to financial planning. We believe that every individual's financial situation is unique, and that a one-size-fits-all approach simply doesn't work. That's why we take the time to get to know you, understand your goals and aspirations, and develop a personalized plan that's tailored to your needs. Our approach is centered around independence, fee-for-service, and a commitment to providing expert advice and guidance.
Our Expertise
Our team of experienced financial planners has the expertise and knowledge to help you achieve your financial goals. With years of experience in the industry, our team has the skills and qualifications to provide you with expert advice and guidance. From superannuation and investment advice to salary packaging and estate planning, we have the expertise to help you navigate even the most complex financial situations.
What Our Clients Say
But don't just take our word for it. Our clients have been kind enough to share their experiences with us, and we're proud to say that we have a 4.85-star rating based on 446 reviews. Here's what some of our clients have said about us:
- "Phil is very knowledgeable in his work, and is able to explain his views in terms easy to understand. Overall, very helpful and valuable." - Casey, Rivett, ACT
- "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." - Libby, O'Connor, ACT
Overview of Reviews
The review provides an overwhelmingly positive assessment of Phil from Rise Financial, highlighting the exceptional service and expert guidance received by the authors, Jamie and Stephanie Cregan.
Exceeding Expectations
The authors, who are business owners with four young children, initially felt confident in their insurance arrangements but were pleasantly surprised by the comprehensive approach taken by Phil. He helped them establish a robust safety net for their future needs, including tailored superannuation investments and ultimate cover for their family.
Key Strengths
Professionalism and Honesty
Phil is praised for his professionalism, honesty, and caring nature, which has led to a long-term client relationship. The authors appreciate his ability to provide peace of mind, ensuring they are adequately covered in case of unforeseen events.
Customer Service
Phil's exceptional customer service is highlighted, with the authors feeling valued and humbled by his attention to their needs. This level of service is considered a rare find in today's business landscape.
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