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Reflection is vital when working towards a goal – particularly financial goals. Seeing how far you’ve come is just as important as looking ahead. To help with this reflection, we’ve created the below form to help you reflect on your achievements in 2022 and establish your goals for 2023.
Nick Graham
Former Australian rules footballer Nick Graham discusses his Rising Tide journey. Read Nick's full story
Lyn & Geoff
On reflect 12 months later we are so grateful we had the insurance and the support of Matt... Read Lyn's full story
Sam Rowe
Former Professional Australian Rules Footballer, Carlton Football ClubI 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
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
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
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
Anthony De Leo
Sales Manager, Audio Visual Revolution Pty LtdHaving income protection, it’s obviously important in case things go wrong, you’ve got some back up. Read Anthony's full story
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
Fenella Wagener
PR and Media Manager, Universal MusicThey 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
Trish Curtis
Self-employed bookkeeperRight 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
Peta Currie
Single parentWhile 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
Ed Curnow
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.
Amanda Vallis
Great team! Braden was especially helpful in getting my finances sorted for my business.
Shae Thomas
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.
Bradley Clarke
Felt 100% care and commitment to my needs. Always highly responsive to requests for information and support. A+
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