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How Much Value Does a Financial Adviser Add?

by Matt Hale

Almost every introductory call I have includes the same question – either directly or indirectly: “What value does a financial adviser actually provide?” Sometimes it’s explicit.Sometimes it’s framed as, “How do you justify your fee?”Sometimes it sits underneath the conversation. What I know from experience is this: That makes measuring adviser value more nuanced. However, […]

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Understanding the Power of a Compound Interest Investment

by Matt Hale

Understanding the Power of a Compound Interest Investment Investing can feel like a distant goal at times, especially when the rewards aren’t immediate. A compound interest investment changes that by letting your money grow on itself, turning small contributions into larger returns over time. Understanding how compounding works helps you see the long-term potential of […]

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Matt Hale

Senior Financial Planner, Director

Matt Hale, Senior Financial Planner at Rising Tide Financial Services, Melbourne.

With more than 12 years of experience within the financial planning sector, Matt brings a wealth of
knowledge and experience across a wide range of services. Diligent, dedicated and determined, Matt is never afraid to ask difficult questions, and his ultimate goal is to help them make the best decisions for their financial future.

Known best for his straightforward approach and easygoing nature, Matt is a strong advocate for
‘telling it like it is’, and he believes the best outcomes are achieved when clients are fully informed
about all of their options.

As director, Matt is responsible for the strategic decision-making and future planning of the business. As head of the financial planning team, he takes great pride in mentoring the rising stars of Rising Tide Financial Services.

 

Matt can support you with:


  • Financial Planning

  • Superannuation

  • Insurance & Wealth Protection

  • Salary Sacrificing

  • Wills

  • Investment Planning & Advice

  • Debt Reduction

  • Home Loans

  • Tax Minimisation

  • Borrowing to Invest

  • Asset Protection

Away from the office, Matt is a passionate AFL fan and a diehard Carlton supporter. To him, financial planning is about more than just dollars and cents – it’s about creating a good relationship with money and protecting your freedom to say ‘yes’.

Get in touch with Matt today!

Be sure to check out our back issues: 2024 2023 2022

Meet the rest of the team