Rising Tide Financial Services

Rising Tide Financial Services is a renowned institution located at 470 Saint Kilda Road in Melbourne, Australia. With over 15 years of experience, our team of financial experts has been dedicated to serving the financial needs of clients across the country. We are proud to have won multiple awards for our exceptional services.

What sets us apart is our diverse advice team, which includes a higher female presence than the industry average. We believe in providing a holistic approach to financial planning, helping our clients understand their current financial situation and articulating their goals. Our fee-for-service relationship ensures transparency, as you will always be aware of what you will pay and how you will pay before any action is taken.

At Rising Tide, we specialize in various areas, including superannuation and retirement planning, investing, insurance, and lending/debt advice. Whether you need assistance with creating the right financial strategy or finding the best loan for your home or investment, we have the expertise to guide you. With access to a panel of forty lenders, we ensure that you have enough choices to secure the right loan. Additionally, we excel at refinancing and can even provide cash rebates from lenders if you choose to switch banks.

Don't just take our word for it – check out our 5-star Google reviews, which currently stand at over 450. These reviews offer a deeper understanding of the positive experiences our clients have had with us.

We also offer valuable resources for new clients and encourage you to schedule a chat with our team. One of our former clients, Australian rules footballer Nick Graham, even shares his Rising Tide journey, highlighting the support and guidance he received.

For many individuals, a home loan represents a significant portion of their expenses. It's crucial to be aware of potential opportunities to reduce loan repayments, take advantage of changing interest rates, or benefit from new tax incentives. Our finance brokers can help you determine if your current mortgage is still the right fit for you.

By engaging the services of a mortgage broking firm or financial planner like Rising Tide, you gain access to a wide range of lenders, financial services, and tax-saving options not available to the general public.

Our mission is to strategically manage all your financial needs, whether you're a business owner, first home buyer, professional, young adult, or family. We aim to alleviate the headaches often associated with dealing with financial planners, brokers, or lending institutions. Our goal is to give you the Freedom to Say YES – the freedom to pursue what truly matters to you.

No matter what your aspirations may be, we are here to help you implement a plan to make them a reality. Our dedicated team will stay with you every step of the way, providing guidance and assistance to achieve both your short and long-term financial goals.

Please note that Rising Tide operates as Financial Design for Life PTY LTD (ACN 823879489) and FDFL Lending Pty Ltd (ACN 162124290) as Trustee of the FDFL Investments Unit Trust. We are authorized representatives and credit representatives of AMP Financial Planning Pty Limited, an Australian Financial Services Licensee and Australian Credit Licensee 232 706.

While this website contains general information, it is essential to consider your personal circumstances and seek personal advice before acting on any information provided. We are here to help you navigate your financial journey and make informed decisions.