New Client Resources

Thank you for taking the time to chat with our team! On this page, you’ll find some resources that may help:

Welcome to Rising Tide Financial

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

Click below for an overview of our process and financial planning beliefs with our Director, Matt Hale. Watch this to understand more about what we do and whether Rising Tide could be the right partner for your financial journey to achieve your YES moments.

Goal Setting with Rising Tide

Goals need to be structured, achievable (but not too easy) & measurable. In the video below, our Senior Financial Planner, Rebecca Pritchard, takes you through a clear structure on how you should be setting goals to get you all set up for success.

“By recording your dreams and goals on paper, you set in motion the process of becoming the person you most want to be. Put your future in good hands—your own.”

—Mark Victor Hansen

(Watch before filling out this Goal Setting PDF)

The Rising Tide Budget Planner

We have created a cash flow and budget planner for you so that you don’t have to! We want you to write out your financial goals and then map out what your current cashflow looks like. This will enable us to review your current spending habits and decide on what needs to change to ensure you’re able to achieve those “YES” moments.

Click on the image below to download the excelsheet and fill out the first tab; we can work on the second tab together.

We would recommend you complete this before your discovery session

Third-party Authority Form

Click on the image above to fill in and sign the third-party authority form. This will give us the access to your financial information that we’ll need to help you set and achieve your financial goals.

(Sign this to ensure we can access your superannuation, investments & insurance information. We would recommend you complete this before your discovery session)

Got More Questions?

Please click here for more information on the onboarding process and costs