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SERVICES
Independent Financial Advice
At Rise Wealth Group, we provide a full range of financial advice services.
Privacy Policy
Financial Services Guide
Whether you are looking for help planning your retirement, or if you need assistance managing your mortgage, we are here to help. We believe that by empowering you with knowledge and understanding you can make more informed decisions and generally better choices about many things in life, not just about your long term financial security.
With Rise Wealth Group, you can relax and rest assured that you are receiving advice tailored exactly to your unique
needs and goals.
Retirement and Estate Planning
Retirement is a special time in one’s life. It is a chance to enjoy the fruits of your labour to their very fullest. All manner of joys await you, from travel and relaxation to finally finding the time to truly delve deep into your hobbies. The key to succeeding in this is making sure that your finances are planned appropriately. We can ensure that your retirement will be full, secure and well organised. You deserve it.
Debt Management advice
A mortgage is often the most important commitment that a person can make. It is certainly not something that anybody to take on lightly. We will help you ensure that any commitment you make will serve your interests first and foremost. We can give you the sense of security that you need.
Other
Our services truly are very broad. We also offer comprehensive risk assessment and management services, financial planning following redundancy and more. No matter what help you are after, we can help you restructure, reorganise and plan ahead so that you can live securely and happily.
Find Out More
Click below to read about our services in greater detail:
Investments
Short – Medium – Long Term Investments
Many people find it easier to identify goals of up to five years time such as buying a bigger home, acquiring an investment property or saving for children’s education.
Long-term goals of more than five years may be less precise like “retire comfortably” but should be reviewed regularly to respond to changing markets, government legislation and your own personal situation.
We will be able to help you make those longer term goals more specific and then give you a range of investment strategies to consider.
Self-Managed Super Funds
There are a bewildering array of managed funds out there in the investment universe, each with different approaches, performance, management and fees.
We spend a lot of time analysing funds, in fact some of our staff have experience managing large funds in the past.
Every circumstance is different, so that’s why we research so many investment options. When you want guidance and a strategy that suits your needs, we’re here to work as hard as your money.
Superannuation
While as a nation we collectively face a large retirement savings gap, there are a number of smart things you could consider doing to help make sure your future financial security isn’t at risk – through superannuation contributions.
Most Australians are financially unprepared for retirement, partly because we are living longer than ever before and we have higher expectations of our retirement lifestyle.
Managing Cashflow
Regular Savings
Lets call it “get rich slow” – regular savings are the first step towards any financial independence.
Debt Repayment
Boring but powerful. We have a look at ways of being able to focus on eradicating this type of debt from your life and set up a pathway to achieve the outcome.
Salary Packaging
You may be eligible to package your salary to improve your cashflow and balance your tax burden.
Retirement
At Rise Wealth we have had many years of experience designing income streams to match your lifestyle needs.
Longevity is the biggest risk you face at this time of your life – you may outlive your money!
So ensuring that you have sufficient income assets to meet your immediate needs but balancing these out with growth assets for the long term is essential
Aged Care
Aged care has its own language and so we are here to interpret for you. You will hear about RADs (Refundable Accommodation Deposits) and DAPs (Daily Accommodation Payments). Fees seem to be where ever you turn. So whilst we cannot ease the stress of moving someone into aged care we can ease the burden
Estate Planning
It will undoubtedly be a difficult time for your family and loved ones when you die. However, with sound estate planning, you can ease their burden by ensuring that your affairs are managed by someone you trust, your assets are transferred according to your wishes, and any tax liabilities are minimised.
Redundancy Package Advice
Protecting your wealth through the ups and downs of life is much easier when you have someone by your side to help give you clarity in times of high emotion and stress.
Redundancy is one of these times.
We can help with :
• Deciding what to do with any payout you might receive.
• Help you understand your eligibility for social security benefits.
• Advise you on how to adjust your strategy based on your new situation.
Wealth Protection & Insurance
Looking after yourself and your wealth means selecting the right cover for your circumstances, budget and risk.
We review many different types of insurance products and in consultation with you help you select the right level of cover for your needs.
Review & Monitoring
If you are on a journey or have a goal, you need to monitor your progress. If the rules change, you need to be able to adapt or make the most of an opportunity.
Financial planning is a dynamic process and your financial development needs to be regularly monitored for changes in your circumstances, economic conditions, government legislation and a range of issues that may impact on your financial wellbeing.
Whilst we contact you annually as a reminder for your review, our relationship is best described as a partnership in which your active participation is vital.
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.
