Get started with Rising Tide Financial

Thanks again for taking the time to connect with us.

Below are a few resources to help you familiarise yourself with Rising Tide and set the foundation for a productive discovery session. We recommend reviewing these before we meet – they’ll help us hit the ground running.

What to Expect

We’re glad you’re here! Our primary aim is to familiarise you with our background, team of experts and processes. We pride ourselves on our client service. While it can be a lot to take in in one go, breaking it down into smaller steps makes it easier.

Here’s a quick intro from our Director, Matt Hale, outlining our approach, values, and how we work with clients. It’s the best place to start if you’re wondering, “Is this the right fit for me?”

Set Meaningful Goals

Our Senior Financial Planner, Rebecca Pritchard,  shares a simple structure for setting goals that are clear, measurable, and realistic (but still exciting)

Before you complete the Goal Setting Document, watch this—it’ll make the process easier and more impactful.

“Put your future in good hands—your own.”

—Mark Victor Hansen

Understand the costs

Learn: How Our Financial Planning Process Works

Financial advice isn’t one-size-fits-all, and neither is how it’s priced. Here’s what you can expect at each stage, including how our fees work and what we include.

The Rising Tide Budget Planner

This planner will help you map out your current spending, so we can identify opportunities to reach your goals faster.

Click on the image below to download the Excel sheet. Please complete the first tab before our session – we’ll review it together and tackle the rest.

Third-party Authority Form