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.
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