Planning your life goals

Financial Planners Melbourne

The words “financial planning” may not sound very exciting but here at Rising Tide we will tell you otherwise. Whilst money and finances often gets thrown in the “too hard basket” for many families, the reality is that when it comes to your finances, effective and strategic planning is the key to living a happy and fulfilling life.

“But money doesn’t buy happiness” you might say!

We agree that money alone doesn’t equal happiness and we certainly don’t believe that you need to be a millionaire to enjoy life. What we do believe in however is that effective money management will give you the freedom to “say yes” to the good things in life (it’s no coincidence that our mantra here at RT is that very phrase: “the freedom to say yes”).

Proper financial planning means that you are free to say yes to that overseas holiday, yes to buying your own home and yes to a financially secure and enjoyable retirement.

So what does financial planning involve? Here’s a quick overview:

The Road to success

Once we have your goals worked out it’s our job to map out a path for you to get there. We look at things like:

  • Your income
  • Tax obligations
  • Debt, bills and other regular repayments
  • Investments
  • Desired retirement age
  • Expenses

We then take care of all of the above along with taking into consideration your own individual circumstances to map out a plan for you to execute.

A marathon not a sprint

Effective financial planning isn’t about getting rich quickly (and you should be aware of any financial professional promising otherwise). We like to view effective financial planning as a marathon (not a sprint) where you make the right decisions along the way so that you finish well!

Success Stories

  • Photo of Sam Rowe Professional Australian Rules Footballer, Carlton Football Club

    I was lucky enough to meet Matt Hale at a club function. I decided to go in to meet the team and it just felt like a perfect fit. Read Sam's full story

  • Photo of Kane Baker & Rebekah Elmaloglou

    We knew we wanted to put our money to good use, but we didn’t know too much about how to get started, so we sought help from the team at Rising Tide Financial Services. Read Kane's full story

  • Photo of Ben O’Neill

    I’ve learned so much from working with the team at Rising Tide. They helped me to understand and organise my finances, helped me to put a strategy in place to work towards buying my first home. Read Ben's full story

  • Photo of Tim & Vesa

    Friends of ours had recommended that we get in touch with Rising Tide Financial Services...Little did we know, it would turn out to be one of the best decisions we’ve ever made! Read Tim's full story

  • Photo of Anthony De Leo Sales Manager, Audio Visual Revolution Pty Ltd

    Having income protection, it’s obviously important in case things go wrong, you’ve got some back up. Read Anthony's full story

  • Photo of Alistair Tubb

    We’ve managed to get into a home that would allow us to grow which is great. They tied it all in together and it made sense to have a one-stop-shop. Read Alistair's full story

  • Photo of Fenella Wagener PR and Media Manager, Universal Music

    They helped us work out what are our expenses, and how much money can we save a month, and it’s crazy to think how much you can be saving a month! Read Fenella's full story

  • Photo of Trish Curtis Self-employed bookkeeper

    Right from the outset, Ali was so easy to work with. There just wasn’t the pressure I had experienced when working with other advisers. Read Trish's full story

  • Photo of Peta Currie Single parent

    While it’s fantastic to receive the income, I know that all of the paperwork can be really challenging for some people, and Matt has been a fantastic help. Read Peta's full story

More Success Stories

Testimonials

  • Since catching up with Matt, Tom & the team at Rising Tide, both Emily & I feel like we’ve had a chance to get our financial lives in order.

  • Great team! Braden was especially helpful in getting my finances sorted for my business.

  • Highly recommend the Rising Tide team - friendly, honest guys who have helped me make my financial dreams come to life. Also, they have a bar in their office, which is, you know, great.

  • Felt 100% care and commitment to my needs. Always highly responsive to requests for information and support. A+

More Testimonials

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