Our Process

Discovery Right Fit This is an important first step because it helps us get an understanding of who you are and where you’re at. It’s about understanding your needs and how best to help. Enquire about your FREE Consultation.
Vision The Plan We know where you’re at and where you want to be and so we come back with the road map to get you there. They’re your financial goals based on your financial position so it’s never a one size fits all approach.
Freedom All Sorted This is the most important step where our recommendations come into play. Its at this meeting that we formalise our relationship with you and talk through how we will keep supporting you in to the future.

Schedule a chat or (03) 9088 0811

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Success Stories

Nick Graham

Former Australian rules footballer Nick Graham discusses his Rising Tide journey. Read Nick's full story
Lyn & Geoff

On reflect 12 months later we are so grateful we had the insurance and the support of Matt... Read Lyn's full story
Sam Rowe
Former 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
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
Ben O’Neill

I’ve learned so much from working with the team at Rising Tide. They helped me to understand and organise my finances, helped me to put a strategy in place to work towards buying my first home. Read Ben's full story
Tim & Vesa

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! Read Tim's full story
Anthony De Leo
Sales Manager, Audio Visual Revolution Pty Ltd
Having income protection, it’s obviously important in case things go wrong, you’ve got some back up. Read Anthony's full story
Alistair Tubb

We’ve managed to get into a home that would allow us to grow which is great. They tied it all in together and it made sense to have a one-stop-shop. Read Alistair's full story
Fenella Wagener
PR and Media Manager, Universal Music
They helped us work out what are our expenses, and how much money can we save a month, and it’s crazy to think how much you can be saving a month! Read Fenella's full story
Trish Curtis
Self-employed bookkeeper
Right from the outset, Ali was so easy to work with. There just wasn’t the pressure I had experienced when working with other advisers. Read Trish's full story
Peta Currie
Single parent
While it’s fantastic to receive the income, I know that all of the paperwork can be really challenging for some people, and Matt has been a fantastic help. Read Peta's full story

Testimonials

Ed Curnow

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.
Amanda Vallis

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

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.
Bradley Clarke

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

More Testimonials

Our Process

What advice are you looking for?

Success Stories

Testimonials

Rising Tide Monthly