As Featured
On these prominent media outlets
Book your FREE half hour intro call.
Financial Planning Mortgage Broking
or call us on (03) 7033 0287
Rising Tide is a Multi-Award winning team of financial experts that have been servicing the financial needs of clients across Australia for over 15 years.
We have a diverse advice team & we are incredibly proud that we have a much higher female presence than the industry average. Check out our 5-star google reviews (there are over 450 at last count) for a deeper understanding of what our clients feel about us!
How can we help you? You have two options when you come on as a client at Rising Tide.
The road most people take is our holistic financial planning service. We help people understand their current financial situation & spend time articulating their goals. Our relationship with our clients is fee for service & you’ll always be clear about what you will pay & how you will pay before anything happens. We specialize in superannuation & retirement planning, investing, insurance & lending/debt advice.
We can help you get the right financial strategy in place and clarify what you need to do. We are fantastic at helping you connect with your money, keeping you accountable & helping you to create & maintain momentum.
The other is to use our mortgage broking service when you need a home loan or investment loan – we can help you find the best loan based on your circumstances. We have access to a panel of our forty lenders, so there’s enough choice to make sure you get the right loan. We are also experts at re-financing and often get access to cash rebates from lenders if you choose to move banks.
Check out our new client resources & schedule a chat.
Schedule a chatSuccess Stories
"Former Australian rules footballer Nick Graham discusses his Rising Tide journey."
Read The Full Story"On reflect 12 months later we are so grateful we had the insurance and the support of Matt..."
Read The Full Story"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 The Full StoryOn these prominent media outlets
For many, a home loan represents a large proportion of their outgoings. If loan repayments could be reduced interest rates change or if new tax benefits become available it is important that you know how to take advantage of the possibilities.
A Rising Tide finance broker can help you decide whether or not your current mortgage is still right for you.
Why choose
Using a mortgage broking firm or a financial planner allows you to access a large number of potential lenders, financial services and tax saving options not available to the general public.
Learn MoreWelcome to Rising Tide
Financial Planners
& Mortgage Brokers
Rising Tide are a Multi-Award winning team of financial experts that have been servicing the financial needs of clients across Australia for over 10 years.
Our unique process is fresh and helps us remain an industry leader in providing thoughtful, proven advice to Gen X and Y.
Our Rising Tide team is dedicated to helping business owners, first home buyers, professionals, young adults and families to strategically manage all your financial needs so you don’t have the headaches normally associated with dealing with financial planners, brokers or lending institutions. We want to give YOU the Freedom to Say YES.
For us this means helping you get into to a financial position where you have the freedom to say yes to the things that are truly important to you.
Whatever it is that is important to you, we’re here to help you implement a plan to make it happen. We will stay with you, guide and assist you to achieve your short and long term financial goals.
Schedule a chat