This landed in my inbox on 8 April. “Your clients are sitting on untapped super. New build property is one of the most powerful ways to put it to work.” It sounds compelling. It might even be legal. But emails like that — designed to funnel your superannuation into someone else’s product — are exactly […]
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, […]
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!
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Financial Design for Life PTY LTD (ACN 823879489), trading as Rising Tide Financial Services as Trustee of the FDFL Investments Unit Trust, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee 232 706.