Why we charge what we charge (and why it matters more than you think)

by Matt Hale

This landed in my inbox on 8 April. “Your clients are sitting on untapped super. New build property is one of the most powerful ways to put it to work.” It sounds compelling. It might even be legal. But emails like that — designed to funnel your superannuation into someone else’s product — are exactly […]

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How Much Value Does a Financial Adviser Add?

by Matt Hale

Almost every introductory call I have includes the same question – either directly or indirectly: “What value does a financial adviser actually provide?” Sometimes it’s explicit.Sometimes it’s framed as, “How do you justify your fee?”Sometimes it sits underneath the conversation. What I know from experience is this: That makes measuring adviser value more nuanced. However, […]

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Mymy Nguyen

Paraplanner

Mymy came to Australia via England and Vietnam. SHe’s been connected to Rising Tide for over 5 years and provides a great perspective when it comes to advice preparation & strategy development. Mymy is a passionate student, with multiple degrees!

Meet the rest of the team