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:

1. Welcome to Rising Tide
2. Goal Setting with Rising Tide (Watch before filling out this Goal Setting PDF)
3. What does a financial planning relationship look like
4. Financial planning – how much does financial advice cost?
5. Our Financial Services & Credit guides
6. View what our onboarding process looks like here
7. View the Rising Tide budget planner here (We would recommend you complete this before your discovery session)
8. Third-party authority (Sign this to ensure we can access your superannuation, investments & insurance information. We would recommend you complete this before your discovery session)

Finally, use one of the links below to lock in a Discovery session with your preferred adviser:

Rebecca Pritchard
Sam Jewell