It’s easy to assume your super will be sorted the same way as everything else you leave behind, but it follows a completely different process. Super doesn’t automatically pass through your will, and who receives it depends on how you’ve set things up. Nominating beneficiaries is a key part of making sure the right people […]
Paying tax is part of life, but that doesn’t mean you should pay more than you need to. With the right planning, you can reduce how much tax you owe while putting that money to better use elsewhere. In Australia, there are several legal tax strategies that make this possible. This article breaks down some […]
Matt Hale
Senior Financial Planner, Director
Matt Hale, Senior Financial Planner at Rising Tide Financial Services, Melbourne.
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. Diligent, dedicated and determined, Matt is never afraid to ask difficult questions, and his ultimate goal is to help them make the best decisions for their financial future.
Known best for his straightforward approach and easygoing nature, Matt is a strong advocate for
‘telling it like it is’, and he believes the best outcomes are achieved when clients are fully informed
about all of their options.
As director, Matt is responsible for the strategic decision-making and future planning of the business. As head of the financial planning team, he takes great pride in mentoring the rising stars of Rising Tide Financial Services.
Matt can support you with:
- Financial Planning
- Superannuation
- Insurance & Wealth Protection
- Salary Sacrificing
- Wills
- Investment Planning & Advice
- Debt Reduction
- Home Loans
- Tax Minimisation
- Borrowing to Invest
- Asset Protection
Away from the office, Matt is a passionate AFL fan and a diehard Carlton supporter. To him, financial planning is about more than just dollars and cents – it’s about creating a good relationship with money and protecting your freedom to say ‘yes’.
Get in touch with Matt today!
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Financial Design for Life PTY LTD (ACN 823879489), trading as Rising Tide Financial Services as Trustee of the FDFL Investments Unit Trust, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee 232 706.