A roadmap to financial freedom!

Name: Rise High Financial Solutions
Brand: Rise High
Rating: 5.0 (990 reviews)

Don't have a financial plan?

You’ve come to the right place!
We can help you create a new and better future with the right financial strategy and a clear and concise roadmap.

As part of the UFinancial Group, we have a dedicated financial planning team on hand to provide specialist advice and help you build a truly holistic wealth strategy. And of course, we are here to guide you every step of the way.

Book an Appointment with an Expert

How we can help you?

Financial Advice & Planning

Gain confidence in your financial future with expert advice and personalised planning services tailored to your goals. Whether you’re planning for retirement or strategising investments, we’re here to guide you every step of the way.

Superannuation Advice

Maximise your superannuation savings with expert advice tailored to your retirement goals. Our team wi l guide you through the complexities of superannuation, helping you make informed decisions to secure a comfortable future.

Wealth Creation & Management

With tailored strategies designed to grow and protect your assets, we’re dedicated to helping you build a secure financial future and manage your wealth effectively.

Investment Advice

Elevate your investment strategy with expert advice crafted to align with your financial goals. From maximising returns to managing risk, our team is here to provide personalised guidance tailored to your unique needs and aspirations.

Personal Insurance Advice

Protect what matters most with personalised personal insurance advice from our expert team. We’ l help you navigate the options and tailor a plan to safeguard your loved ones and assets, giving you peace of mind for the future.

SMSF Advice

From setup to investment strategies, we’ l guide you through the intricacies of SMSF management, ensuring you make informed decisions to secure your financial future.

Retirement Planning

Secure your future with personalised retirement planning tailored to your aspirations and lifestyle. Our expert advisors are here to provide guidance every step of the way, ensuring you’re prepared to enjoy retirement.

Budgeting & Cashflow Planning

Take control of your finances. Our expert advisors wi l work with you to create a tailored plan that helps you achieve your financial goals while ensuring you maintain financial stability and peace of mind.

Share Investment Advice

Whether you’re new to the market or a seasoned investor, we’ l provide personalised strategies to help you achieve your financial goals and navigate the complexities of share investment with confidence.

Reach out to our team today

Our clients love us
as much as we love them

Google Reviews

"They're all magicians!"

I think this is my 13th loan arranged through Rise High (it could be more). The team has always put my goals first and explored every lender policy to ensure that I'm not just able to achieve my objectives, but to get a great deal more than I ever thought possible. No wonder Rise High takes out just about every top award, every year. They're all magicians! There is simply no more nightmare of uncertainty, and their ethics is unparalleled. From 26 year of personal history in the property market, I couldn't offer any broker a higher commendation!

Nick Hart

Client since 2012

"These guys are faultless!"

These guys are life changers - honest, warm and they get results! Thankyou James & Team for making this a perfect experience for us - we can't recommend you highly enough!

Claudine Innes

Client since 2019

"Highly recommended!!"

RHFS helped us when we decided to buy our first house, and recently with refinancing our home loan. Thuy and Isabella did an amazing work and just leaving us to make the decision with a lot of useful information. Thanks for everything you have done for us, Thuy and Isabella and, of course, Rise High Financial Solutions.

Ceci Mantilla

Client since 2019

"Always on the ball"

We are long-term clients of Rise High and would highly recommend them. Over the years, James and his team have always been helpful and efficient. Karyn has helped us with our most recent loan and she has been fantastic. The team has always been able to work to our needs and timelines, they’re always willing to help, always on the ball and have a great can-do attitude.

Ly Nguyen

Client since 2018

"Very Pleased!"

A HUGE thank you to Nhi & Bryan on the Rise High Financial Team, for their fantastic work. My husband and I have been engaging Thuy and her wonderful team since purchasing our first home back in (2011). Nhi & Bryan, we cannot thank you enough for all your staunch effort, fantastic communication and positive customer service in helping us secure our first investment property. Very Pleased! Thank you.

Phoebe Kavanagh

Client since 2013

"Expertise and professionalism"

Our experience with Rise High was amazing. The process ended up being so much simpler than we had thought thanks to their hard work. The expertise and professionalism they showed meant that it was one less thing for us to worry about. We were kept updated all the way and we're so happy to now be in our new home. We would highly recommend Rise High for anyone looking for these services.

Daniel Goldsworthy

Client since 2021

"have your interests at heart"

James and the team at Rise High were amazing. This was my first time getting a home loan, whereas for my partner has gone through the process with Rise High several times. I must admit I was a little nervous and heard of many bad experiences with other companies but this was certainly not the case. It was so easy, the team led us through the documents they needed and answered all my questions quickly, the whole process was absolutely seamless. James provided us with the best options so quickly and within 10 days we had approval. Pretty unheard of in this market at the moment, just goes to show with the right team anything is achievable. I would highly recommend Rise High to anyone who is looking for a mortgage broker who is trustworthy, reliable and who have your interests at heart.

Rachel Kim

Client since 2022

"got me the best loan I am eligible for"

I had a great experience with Rise High Morgage Brokers. They saved me a lot on my loan and I am confident they got me the best loan I am eligible for. They communicated with me every step of the way and made the process really easy. Thank you

David Gill

Client since 2021

"No question is too complex"

The Rise High team are absolutely on point with everything. Their communication is 11/10. I've refinanced with them twice now and on to my 3rd loan. Each time I have been informed of every step along the way and kept in the loop with everything. No question is too complex. I've referred family and friends to Rise High and will continue to use them in the future!

Georgie Feronas

Client since 2018

"Knocked this one clean out of the park"

I can't rate Rise High Financial Solutions highly enough. When dealing with banks and conveyancers and navigating the sometimes convoluted pathways to property ownership it's important to have expert advice and motivated staff in the form of the team at Rise High 'batting for you'. Thank you so much, you knocked this one clean out of the park. Rob 😊

Rob Allen

Client since 2007