Financial Planners & Home Mortgage Brokers in Melbourne

Our team of Melbourne-based financial planners helps individuals and families manage their finances effectively to achieve their short-term and long-term financial goals. We assess your current financial situation, create personalised plans, provide advice on investments, retirement planning, tax strategies, insurance and estate planning and offer ongoing support to help you stay on track.

At Rising Tide, our Australian financial advisors offer tailored financial advice and solutions to clients based in Australia. We assist with various financial matters such as budgeting, investment management, retirement planning, insurance coverage, tax planning and wealth accumulation strategies, ensuring compliance with Australian financial regulations.

Financial planning services at Rising Tide encompass a wide range of activities aimed at managing money and assets. These services may include banking, investment management, insurance, cash flow planning and retirement planning. Our Melbourne financial advisors provide expertise and guidance to help individuals and businesses make informed decisions about their finances and investments.

Consulting with a financial advisor at Rising Tide can provide valuable insights and guidance to help you make informed financial decisions. Whether planning for retirement, saving for your children’s education or navigating a major life transition, our financial advisors can offer personalised strategies and solutions tailored to your specific goals and circumstances.

Rising Tide specialises in assisting working-age individuals who are organised, reliable and tech-savvy. Our services are ideal for individuals and couples who can meet during business hours and are comfortable conducting meetings online.

If your assets are primarily located in Australia, you plan to reside in the country long-term and are open to receiving expert financial advice and guidance, the Rising Tide is here to support you on your financial journey.

Rising Tide began its operations in 2005 and has since maintained an impeccable record, never receiving any formal complaints or undergoing investigations by the Australian Financial Complaints Authority (AFCA).

Specialising in personalised financial plans and solutions covering tax, retirement, finance and insurance, we serve individuals not only in the Melbourne CBD, Docklands and Port Melbourne but also across the state and Australia. Consult a Rising Tide financial planner today and set yourself on the path to having the freedom to say “Yes!” to your goals!

Rising Tide is fully Australian-owned and managed, with five shareholders who actively contribute their expertise to the company. Sam Gawenda, Matt Hale, Sam Jewell, Tom de Fegely and Rebecca Pritchard collectively bring diverse skills and knowledge to our operations.

With their involvement along with our team members, we ensure our clients receive top-notch financial services tailored to their needs. For further insights into our ownership structure or to discuss any questions, please don’t hesitate to contact us. We’re committed to transparency and providing you with the information you need.