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ABOUT US
Discover Who We Are
We believe that by empowering clients with knowledge and understanding they make more informed decisions and generally better choices about many things in life, and their long term financial security in particular.
Financial advice the way it ought to be.
Statement of Independence
Rise Wealth Group Pty Ltd complies with s923A of the Corporations Act 2001 and is independent, impartial and unbiased because we:
- do not receive commissions for the advice we provide on any financial product that might give rise to a commission, without rebating it in full to you; and
- are not owned either partially or wholly by any financial institution or product issuer.
Fees
We charge a fee for service which is a contractually agreed fixed price.
This level of customer service is in keeping with our commitment to provide you with goods and services of only the very highest quality.
You can always trust us to treat you fairly and to keep your interests firmly in mind.
Our Mission
Our fundamental goal is to help you live a happier, more fulfilling and more secure life. All our services are geared towards this end.
In helping you plan your finances appropriately, we are able to get you on the right footing to live as you have always wanted.
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.