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Financial Planners, Mortgage Brokers and Accountants, Melbourne

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Since catching up with Matt, Tom & the team at Rising Tide, both Emily & I feel like we’ve had a chance to get our financial lives in order. Ed Curnow - Professional Australian Rules Footballer, Carlton Football Club Keep Reading

Important Message For Interest Only Home Loan Holders

Is your interest only home loan about to expire? Here’s what you need to know.

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Financial Planners, Mortgage Broking & Accountants Melbourne

Rising Tide are a Multi-Award winning team of financial experts that have been servicing the financial needs of clients in Melbourne and surrounding areas for over 10 years.

We Can Take Care Of All Your Financial Planning Affairs

As the leading financial experts in Melbourne, Rising Tide is a full service agency that combines knowledge experience and flexibility in order to confidently provide advice and strategies that are right for you when it comes to taking care of your financial affairs.

We service clients across Melbourne, Docklands Port Melbourne and Yarraville.

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Success Story

Tim & Vesa

Success story for Tim & Vesa

How Tim and Vesa are creating a life they love

"Friends of ours had recommended that we get in touch with Rising Tide Financial Services...Little did we know, it would turn out to be one of the best decisions we’ve ever made!"

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FREE Home Loan Health Check

Is your home loan healthy or sick?

For many, a home loan represents a large proportion of their outgoings. If loan repayments could be reduced interest rates change or if new tax benefits become available it is important that you know how to take advantage of the possibilities.

A Rising Tide finance broker can help you decide whether or not your current mortgage is still right for you.

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Success Stories

  • Photo of Sam Rowe Professional Australian Rules Footballer, Carlton Football Club

    I was lucky enough to meet Matt Hale at a club function. I decided to go in to meet the team and it just felt like a perfect fit. Read Sam's full story

  • Photo of Kane Baker & Rebekah Elmaloglou

    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 Kane's full story

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Testimonials

  • Since catching up with Matt, Tom & the team at Rising Tide, both Emily & I feel like we’ve had a chance to get our financial lives in order.

  • Great team! Braden was especially helpful in getting my finances sorted for my business.

  • Highly recommend the Rising Tide team - friendly, honest guys who have helped me make my financial dreams come to life. Also, they have a bar in their office, which is, you know, great.

  • Felt 100% care and commitment to my needs. Always highly responsive to requests for information and support. A+

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Why choose

Rising Tide Financial Services

Using a mortgage broking firm or a financial planner or a tax accountant allows you to access a large number of potential lenders, financial services and tax saving options not available to the general public.

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Our Lenders

We bring the banks to you

  • Adelaide Bank
  • AFG
  • AMP
  • ANZ
  • Bank of Melbourne
  • Bankwest
  • Citibank
  • Commonwealth Bank
  • ING Direct
  • La Trobe Financial
  • Liberty Financial
  • Macquarie
  • National Australia Bank
  • St. George
  • Suncorp
  • Virgin
  • Westpac
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Professional Associations

  • AFA
  • MFAA
  • NTAA

Welcome to Rising Tide

Financial Planners, Mortgage Broking & Accountants Melbourne

Rising Tide are a Multi-Award winning team of financial experts that have been servicing the financial needs of clients in Melbourne and surrounding areas for over 10 years.

Our unique process is fresh and helps us remain an industry leader in providing thoughtful, proven advice to Gen X and Y.

Our Rising Tide team is dedicated to helping business owners, first home buyers, professionals, young adults and families to strategically manage all your financial needs so you don’t have the headaches normally associated with dealing with financial planners, brokers or lending institutions. We want to give YOU the Freedom to Say YES.

For us this means helping you get into to a financial position where you have the freedom to say yes to the things that are truly important to you.

Whatever it is that is important to you, we’re here to help you implement a plan to make it happen. We will stay with you, guide and assist you to achieve your short and long term financial goals.

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Bob de Fegely

Let me help you diagnose the health of your current home loan.

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