Rise Financial
25 Michell Street, Monash, Australian Capital Territory 2904
About the Business
Welcome to Rise Financial, located at 25 Michell Street, Monash, Australia. We are an establishment that specializes in providing financial advice to individuals who are ready to take control of their finances. Our range of services is designed to offer the right advice at the right time.
At Rise Financial, you will find owner and financial planner Phil Thompson, who is highly knowledgeable in his field. He has the ability to explain complex financial concepts in a way that is easy to understand. Phil's expertise and valuable insights have helped numerous clients make informed decisions about their financial future.
One of our most popular services is the Financial Check-Up appointment, which starts at just $550 (inc GST). During this appointment, Phil will thoroughly review your investment strategies and tailor his advice to your specific needs and risk profile.
Our clients have consistently praised Phil for his useful and relevant advice. They appreciate his ability to explain financial concepts in a clear and understandable manner. Phil's patience and knowledge ensure that even the most basic questions are answered confidently.
Phil's dedication to improving financial literacy is evident in his weekly column in the Canberra Times from 2005 to 2013. He provided valuable insights and answers to readers' questions on topics such as superannuation, insurance, and investments.
In addition, Phil has been actively involved in educating the community about the financial planning industry. He regularly presents to staff and members of schools, businesses, government departments, and community groups, helping them gain a better understanding of financial planning.
As a long-standing member of the Financial Planning Association (FPA), Phil has played a significant role at the local ACT Chapter level, serving as Chairman from 2002 to 2007. His dedication and expertise have been recognized by the Commonwealth of Australia, as he received a Bravery Medal from the Governor-General on behalf of Queen Elizabeth II.
One of the key strengths of Rise Financial is our ability to help you understand your financial future. We take all the components of your financial situation and present them to you in a graphical format, giving you a clear picture of what lies ahead.
To showcase the satisfaction of our clients, we have gathered testimonials from our 10-year anniversary celebration in April 2014. These testimonials highlight the positive experiences our clients have had with Rise Financial and the impact our services have had on their financial well-being.
To give you a taste of our approach to financial planning, we have included a range of questions and answers from the Canberra Times newspaper. These articles demonstrate our commitment to providing valuable insights on various financial planning issues.
Additionally, Phil Thompson presents a monthly snapshot of the financial markets in Australia and across the globe. These snapshots offer a glimpse into Rise Financial's approach to financial planning and keep our clients informed about the ever-changing financial landscape.
We are proud to be a trusted institution in the finance industry, providing independent and reliable financial advice. If you are ready to take control of your financial future, we invite you to schedule a Financial Check-Up appointment with Phil Thompson at Rise Financial.
Photos
Contacts
25 Michell Street, Monash, Australian Capital Territory 2904, Australia
Opening hours
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I prior to meeting with Phil from Rise Financial thought we had all our insurances in place and felt quite comfortable in what we had. We have our own business and 4 young children so considering our future needs and establishing a safety net was extremely important and this became more realised after our first meeting with Phil. We now have great Superannuation that is invested for our future growth and have the ultimate cover that is perfect for our family. It is so important to have that piece of mind that if something did happen you have the cover. Phil is extremely professional, honest, and a very caring person and to this day we are still clients of Rise Financial. Customer service is paramount in any business and is hard to come by these days. We have always felt very humbled with the professional customer service that Phil provides. We are very happy clients :) Jamie and Stephanie Cregan"
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