Planning your life goals

Rising Tide Financial: Life Planning and Financial Freedom

I’m ready to plan for life

To live your best possible life, you need to be organised. Good planning gives you room to grow, from health and education to employment and relationships. In today’s busy and often chaotic environment, one element ties all of these things together—finances. At Rising Tide, we deliver comprehensive financial planning services for people at all stages of life.

What is life planning?

Most people aren’t excited by “financial planning”, but we politely disagree. We live and breathe finances, combining established strategies with innovative techniques tailored to each client. When it comes to finances, good planning is the key to living a happy and fulfilling life.

At Rising Tide, financial planning is life planning.

The freedom to say yes

Money may not buy happiness, but it can put you on the right path. While you don’t need unlimited funds to enjoy a fantastic life, the ability to manage what you have is fundamental. At Rising Tide, we believe effective money management gives you the freedom to say yes.

Proper financial planning is about putting yourself in the right position to enjoy life. You’re free to say yes to that overseas holiday, yes to buying your own home, and yes to achieving financial security during retirement. However, you need solid foundations to say yes with clarity and confidence.

At Rising Tide, we offer creative financial planning solutions for hard-working people. With our support and guidance, you can achieve success and enjoy the benefits of financial freedom. Plan for life today and say yes to your dreams.

Step-by-step guide to life planning

The road to financial success is rarely straightforward. Depending on your age, financial position, and long-term goals, it may involve many hurdles and more than a few compromises. At Rising Tide, we create financial plans that align with your dreams. We help you set realistic financial planning goals and implement smart strategies to put you on the road to financial freedom.

Here’s how to make a life plan in three phases:

Personal consultation

Everything starts with an in-depth consultation. We will meet with you, listen to your goals, and get the necessary information to move forward. This phase is integral to our process.

Financial review

Once we have all the necessary information, we thoroughly analyse your financial situation. From income and expenses to savings and investments, everything is taken into account:

• Current and future income
• Taxation obligations
• Debts, bills, and repayments
• Properties and investments
• Desired retirement age
• Lifestyle expenses

Freedom Planning

The third and final phase is about creating a life plan that works for you. We will show you how to plan your life and transform your financial situation. This financial plan includes everything from life insurance to debt management, and it’s based on your current circumstances and future dreams.

Financial planning as a long-term journey

We believe financial planning is a marathon, not a sprint. Effective life planning isn’t about getting rich quickly—it’s about setting up sustainable systems that work for your lifestyle. You can finish the race in style by building solid foundations and making smart decisions.

Tools and resources for effective planning

Planning for life is much easier with industry expertise and financial resources. From mortgage and tax calculators to loan comparisons and credit guides, sound financial planning demands the right tools. Explore our website to browse superannuation services, look at success stories, and review our process.

FAQs