Financial Planners & Mortgage Brokers 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.

About Rising Tide - Financial Planners & Mortgage Brokers in Melbourne, Docklands and Yarraville.

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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:

The Business Accountants on our Team have you covered; whether you run your own company, work as a sole trader or you need some help lodging your personal tax return.

Our Financial Planning experts help clients to get their finances into shape, making wise decisions with their money and achieving financial independence. They will speak to you with everyday language that is easy to understand instead of the normal confusing financial jargon

Want to consider property investing? Our team will help you navigate the mine field of obstacles and maximize the financial returns

Our Mortgage Brokers can help with everything relating to Home Loans, Car Loans, Bad Credit Loans or Business Loans.

Rising Tide is your true one-stop-shop when it comes to help with your finances. Every financial decision you make will impact on your financial future and your ability to access money at the next stage of your life. At Rising Tide we can help you at every step of the way.

We want to work with clients who are interested in getting ahead in life. If this is you - we offer a no fee, no-obligation initial consultation for new clients.

Go ahead and browse our site or where you’ll find lots of information on our financial planning, mortgage brokers, and business accountants in Melbourne. Then take the next step with our quick quiz to get your personal financial health check or give us a call so we can show you how we can help.

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Our Latest Blog Posts

Why Trish Curtis made the switch to Rising Tide Financial Services!

October 22nd, 2018

As a self-employed bookkeeper with more than 30 years of experience, Trish Curtis is no stranger to money management. Having dedicated her career to helping small businesses organise their finances,...

What makes a great Super fund? Here’s what to look for.

August 30th, 2018

As the royal commission continues to expose the dirty secrets of some of the leading superannuation funds, it’s no surprise that so many Australians are finding themselves disillusioned with the...

Sam Jewell - Rising Tide - Financial Planner & C Grade Comedian

Sam J on Being Shortlisted for AFA’s Rising Star of the Year Award, Life and Work

August 8th, 2018

All the team here at Rising Tide Financial Services are so incredibly proud of our very own Sam Jewell for making it into the top 20 for the AFA Rising...

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Financial Design for Life PTY LTD (ABN 75 113 320 620) trading as Rising Tide Financial Services is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee 232 706.

General advice warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances. Financial Services & Credit Guide.

Please seek personal advice prior to acting on this information. Please note that Rising Tide Accounting does not fall under AMP Financial Planning Limited.