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Financial Planners and Mortgage Brokers

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Welcome to Rising Tide

Financial Planner & Mortgage Brokers

Rising Tide is a Multi-Award winning team that have been servicing the financial needs of clients across Australia since 2005. We pride ourselves on helping our clients achieve the freedom to say 'Yes', and are experts in the areas of financial planning, investment advice, life insurance, tax-minimzation and mortgage broking.

We specialise in working with professionals, and young families planning for future education, working hard to clear their debts, upsizing their homes & travel. 

A cookie-cutter approach doesn't work when it comes to success with your money, so our advice is built upon evidence-based philosophies - your plan B (in the case that your plan A doesn't work), a proven cash flow philosophy (which includes your home & investment debt) and finally your investment philosophy

Our client Check out our 5-star google reviews (there are over 540 at last count) for a deeper understanding of what our clients feel about the advice and service we provide.

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Rising Tide’s team volunteers at Sacred Heart Mission

Our trademark behaviours

  • Show care and empathy Show care and empathy
  • Take responsibility Take responsibility
  • Deliver on your promise Deliver on your promise
  • Have the right conversation Have the right conversation
  • Enjoy the ride Enjoy the ride

Meet Our People

Matt Hale

Matt Hale

Senior Financial Planner, Director
Sam Gawenda

Sam Gawenda

Senior Leading Specialist, Director
Sam Jewell

Sam Jewell

Senior Financial Planner, Partner
Rebecca Pritchard

Rebecca Pritchard

Senior Financial Planner
Marcus Boadle

Marcus Boadle

Financial Planner
Peter Fullarton

Peter Fullarton

Senior Paraplanner
Mymy Nguyen

Mymy Nguyen

Paraplanner
Mags Soum

Mags Soum

Delivery Team

Load More

“The purpose of Rising Tide is to help our clients & team achieve their Yes moments. Financial planning is much more than budgets, tax & investments - it's about defining your goals, creating a strategy and accountability that will ensure you achieve them!”

Matt Hale

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

Success Stories

  • Photo of Nick Graham

    Nick Graham

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

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  • Photo of Lyn & Geoff

    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

  • Photo of Sam Rowe

    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

  • Photo of Kane Baker & Rebekah Elmaloglou

    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

  • Photo of Ben O’Neill

    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

  • Photo of Tim & Vesa

    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

  • Photo of Anthony De Leo

    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

  • Photo of Alistair Tubb

    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

  • Photo of Fenella Wagener

    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

  • Photo of Trish Curtis

    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

  • Photo of Peta Currie

    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

More Success Stories

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

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