Financial Planning
Property Investment Advice
Mortgage BrokingAs Featured
On these prominent media outlets
Financial Planners
& Mortgage Brokers
Rising Tide is a Multi-Award winning team of financial experts that have been servicing the financial needs of clients across Australia for over 15 years.
We have a diverse advice team & we are incredibly proud that we have a much higher female presence than the industry average. Check out our 5-star google reviews (there are over 450 at last count) for a deeper understanding of what our clients feel about us!
How can we help you? You have two options when you come on as a client at Rising Tide.
The road most people take is our holistic financial planning service. We help people understand their current financial situation & spend time articulating their goals. Our relationship with our clients is fee for service & you’ll always be clear about what you will pay & how you will pay before anything happens. We specialize in superannuation & retirement planning, investing, insurance & lending/debt advice.
We can help you get the right financial strategy in place and clarify what you need to do. We are fantastic at helping you connect with your money, keeping you accountable & helping you to create & maintain momentum.
The other is to use our mortgage broking service when you need a home loan or investment loan – we can help you find the best loan based on your circumstances. We have access to a panel of our forty lenders, so there’s enough choice to make sure you get the right loan. We are also experts at re-financing and often get access to cash rebates from lenders if you choose to move banks.
Check out our new client resources & schedule a chat.
Schedule a chatSuccess Stories
Nick Graham
"Former Australian rules footballer Nick Graham discusses his Rising Tide journey."
Read The Full StoryLyn & Geoff
We knew we had the insurance to cover it
"On reflect 12 months later we are so grateful we had the insurance and the support of Matt..."
Read The Full StoryKane Baker & Rebekah Elmaloglou
We knew we wanted to put our money to good use...so we sought help from the team at Rising Tide Financial Services.
"We knew we wanted to put our money to good use, but we didn’t know too much about how to get started, so we sought help from the team at Rising Tide Financial Services."
Read The Full Story
