Testimonials

• 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.

  Celeste Astorino Mother of Three, Relocating Family

• When I first came to Rising Tide, I’d just come through a marriage breakdown. I had a strong income and very little to show for it. My ex-husband had managed our finances, and I’d been left believing I simply wasn’t good with money.

  That changed quickly.

  Since working with Rebecca and Alex, I’ve made two of the biggest decisions of my life — having a child and leaving a senior law firm role to start my own practice. I’m certain I’d never have had the confidence to do either without knowing my finances could support those choices.

  My financial life today feels comfortable and safe. My super is on track, my insurance is sorted, my buffers are secure and my investments are performing. I actually earn less than I once did — and feel richer than ever.
  Working with Rising Tide has been life changing. I’m doing what I never thought I could, because I don’t worry about money.
  Rebecca D – Lawyer, Mum & Business Owner

• We were earning good incomes but living beyond our means — maxing out the credit card and barely building savings. Working with Rising Tide gave us a proper system. Our accounts are set up, our budget is clear, and we actually know where our money goes. We’re now consistently saving, reducing debt, and building wealth. We went from feeling reactive to feeling in control. We wish we’d done it sooner.

  Kelly Hawkins

• When Jean and I first came to Rising Tide, we were just dumping extra cash into super with no real plan. We kept putting off getting advice because life was busy and we honestly didn’t see the value. Working with the team changed that completely. We now have proper structures in place, the right insurance, and a clear long-term plan. The biggest thing it gave us was peace of mind. We should have done this ten or more years ago.

  Linus Boon

• We came to Rising Tide after receiving an inheritance, not really knowing what to do with it. Before that, we were just chugging along, paying the mortgage, never really planning.
  The team gave us confidence and helped us take steps we hadn’t considered – including getting our wills sorted, which we’d put off for years. Changing our superannuation fund was the turning point. It made things start moving.
  Now we can actually think about life after work – not just survive it. We feel more settled. The creases are ironed out. If someone asked me whether to see them, I’d say one thing: trust them.
  John G. - Media Professional,

• Moved to Rising Tide from another financial adviser and it was the best decision we made.
  Rebecca was another tier above from what we were previously getting, and proposed a number of ideas/solutions that we hadn’t thought about previously.

  Rebecca and Alex have always made themselves available to answer any of our questions and go above and beyond to ensure we understand why they are recommending certain things.

  My wife and I have been able to achieve so much under their advice in such a short period of time. Excited for the future working with the team.

  Rhys Corry

• Sam and the team at Rising Tide have been fantastic at communicating and stepping my partner and I through our financial goals.

  Personable, honest and keeping us accountable throughout the whole process. Get in touch with the team at Rising Tide!

  Jeremy Murphy

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

  The main things we have worked through, is getting our loans sorted (with a good interest rate), and then also the other stuff which tends to fall off the radar like superannuation and life insurance – especially given we have 3 young kids.

  They have been good at just getting things done, particularly in a timely manner.
  I would definitely be happy to recommend people go and sit down with them to have a chat.

  Ed & Emily Curnow - Professional Australian Rules Footballer, Carlton Football Club

• The experience with Rising Tide has been incredible.
  My partner and I weren’t exactly sure what to expect when we started talking to Matt earlier this year, but we have been blown away by the team and the advice we have received.

  It gave us the opportunity to talk about our goals over the next 3, 10, and beyond and how we will achieve them. We both feel so much more confident going into these next 12 months, knowing it will be a busy and important time for us financially. Thank you Bec and the team for all your assistance, answering all our silly questions, and being generally great people to work with.

  Alexandra Ferguson - Business Development Manager,

• Great team! Sam Jewell was especially helpful in getting my finances sorted. As a business owner & young family, we feel in safe hands.

  Amanda Vallis

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

  Bradley Clarke