Rising Tide Blog

How to Get Started

Posted by Matt Hale

read ( words)

One of the questions that we consistently get asked is “How do we start the financial planning process with Rising Tide?”. Well it’s pretty simple, head to the website risingtidefinancial.com.au and click the “Book Now” button. That’ll give you an opportunity to lock in a chat with a senior advisor like myself, at a time that suits you. We’ll give you a buzz, and we’ll have a chat for about 15-30 minutes about what you want to achieve, what your experiences are with money, what you’ve learnt, and also what your story is. From there, we’ll work out if we’re the right place to help. If we are, we’ll connect you with a senior advisor, like myself, where we’ll cover off what your expectations are, what you’re trying to achieve, our expertise and also, what the likely fees to engage with Rising Tide are (…)

Matt Hale
Senior Financial Planner, Director
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...