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 to create personalised plans, and advise on investments, retirement planning, tax strategies, insurance and estate planning. We also offer ongoing support to help you stay on track.

An Australian financial advisor helps clients make informed decisions about their money, covering everything from day-to-day budgeting to longer-term planning for retirement, investments, insurance, and tax. Rising Tide is among the financial planning firms that take a whole-of-life view, offering tailored support across all these areas while staying compliant with Australian financial standards.

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.

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, we’re 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 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.