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08 9725 1810
Independent Financial Advisers
At Rise Wealth Group, we are absolutely committed to providing independent financial advice.
Our clients range from private individuals to small and medium businesses.
We possess truly deep knowledge of finance and wealth management, we are fully committed to providing services of an extraordinarily high quality and we serve a broad range of clients.
If you are looking for help with retirement planning, risk assessment, debt management or anything in between, you can trust us to get you the advice you need.
Quality and Experience Guaranteed
We are absolutely committed to providing only the very best financial advice. We are very proud of the high standard to which we hold ourselves.
We strive to provide each of our clients with a truly personalised level of service so that we can meet your particular individual needs.
Client Satisfaction is Always Our Priority
We serve a full range of clients. No matter whether you are an individual looking to plan your estate, or the owner of a medium sized business in need of risk assessment advice, we are here to help.
It is our pleasure to bring our services to all corners of society and we strive to maintain our strong links with our local and rural communities.
Seventy Years of Experience
Between our team members, we have seventy years of experience in finance and wealth management. This translates into an
exceptional level of competence.
We have seen it all. We have managed it all. There is no job too big or too small for us.
Disclaimer - Advice Warning
Any information or advice on this website is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances before you make any decision about whether to acquire a certain product. You should also obtain and read the relevant product disclosure statement.
Rise Wealth Group Pty Ltd I ABN 51 624 210 662 I AFSL 537399
Making a Complaint
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office. You can direct your complaint to your financial adviser.
We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.
If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.
