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Our Mission Statement

Equipping faithful stewards
to put God at the centre of
every financial decision.

Money can feel overwhelming — too many choices, too much jargon, too little clarity. That’s why we've built a different kind of financial planning firm.

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Think of us as the family doctor for your finances: we look at your whole financial picture, diagnose issues early, prescribe practical solutions, and stay with you through every stage of life.

 

Our vision is to see people live with margin and abundance, not stress and uncertainty — to steward their resources with wisdom, purpose, and the freedom to give generously.

What Makes Us Different

Too often, financial advice feels impersonal, sales-driven, or confusing.

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At Rise Above Finance, we do things differently:

01

Your Finance Family Doctor

We oversee your financial health the way a family doctor cares for your well-being — knowing your story, catching issues early, and guiding you one step at a time.

03

Lifelong Partnership

Stewardship is a lifelong journey, not a one-time fix. We build relationships that grow with you, offering accountability and guidance as life changes.

02

Reforming the Finance Industry

Too much advice is driven by commissions and products. We're breaking that cycle with transparent, client-focused planning that puts your interests first.

04

Bridging Faith and Finance

With thousands of biblical references to money, stewardship is a central but often missing conversation. We bring faith and finance together for those who want it - while serving all with integrity and purpose.

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Our Core Beliefs

At Rise Above Finance, our work is rooted in faith-inspired principles that bring clarity, purpose, and transformation.

These core beliefs guide everything we do.

01

God Owns It All

Money isn't ours; it's entrusted to us. We serve with integrity, knowing we are accountable to a higher calling.

02

We are Stewards

Our role is to manage resources wisely and responsibly. Financial planning isn't just a service - it’s a trust we hold on your behalf.

03

Giving is Powerful

Generosity changes lives. We inspire clients to experience freedom and impact by living with open hands.

Our Approach Serves Everyone

Our service is grounded in the Christian faith, but our expertise is for all. Many of our clients come from diverse faiths or no faith background at all.

 

They choose us because we offer:

  • Professional Excellence — comprehensive, unbiased financial planning

  • Values-Based Guidance — advice that respects what matters most to you

  • Purposeful Wealth Management — strategies that align money with meaning

  • Clarity & Education — jargon-free guidance that empowers confident decisions

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The Rise Above Process

We onboard each client through an intake journey that combines holistic financial planning with values-based guidance. We help you align your financial decisions with sound expertise and personal values.

A Giving Mentality

A giving mentality transforms how you view and use wealth. By understanding resources as tools for positive impact, you can create meaningful change in your life and community while building lasting financial wellbeing.

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Start your financial journey with Rise Above Finance

Get a free 30 minute consultation with us, and discover your path towards lasting financial wellbeing.

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