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."
Slogan
"Take Control - With Your Independent Financial Adviser"
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 Entity 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.
Company Details
- Employees
- 2
- Address
- 25 Michell Street, Monash,act 2904,australia
- Phone
- (026)292-0015
- ph****@****.com.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- risefinancial.com.au
- Keywords
- Monash.
- HQ
- Monash, ACT
- Competitors
Rise Financial Pty Ltd Questions
Rise Financial Pty Ltd's helpline number is (026)292-0015
Rise Financial Pty Ltd's website is risefinancial.com.au
Rise Financial Pty Ltd's LinkedIn profile is https://au.linkedin.com/company/rise-financial-pty-ltd
Rise Financial Pty Ltd has
2 employees.
View email and phone details for 2
employees at Rise Financial Pty Ltd.
Rise Financial Pty Ltd's industry is
Financial Services
Rise Financial Pty Ltd's support email address is phil@risefinancial.com.au
Rise Financial Pty Ltd's categories are Financial Services
