Testimonial

Celeste Astorino Mother of Three, Relocating Family

e thought we were doing everything right. We were saving hard, we’d bought an investment property, and we’d read the books. But as our family grew and a interstate move got closer, we realised our own knowledge only got us so far.

We almost didn’t get advice. We assumed it would cost too much, or that we could figure it out ourselves. Both assumptions turned out to be wrong.

Working with Rising Tide has opened our eyes to what’s possible. Our finances have been completely revamped — more comprehensive and future proof than we thought we could achieve. And personally, it’s taken a huge weight off. We’re no longer making big decisions blind.

The turning point was the decision to sell our investment property. We suspected it might be the right move but weren’t sure when or why. Having someone walk us through the numbers and tell us exactly when to act made all the difference.

We’re now moving states with uncertain employment ahead of us — and we’ve never felt more prepared. Buffers are set, school fees are quarantined, income streams are cleaned up. Everything we want to do is still possible.

If you think you’ve got it covered, it can’t hurt to get a second opinion. We learned far more than we expected. We’d get advice again in a heartbeat.