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Rising Tide Financial Services
470 Saint Kilda Road, Melbourne, Victoria, Australia
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About 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 β 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 β 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.
Photos of Rising Tide Financial Services
Office 34/470 St Kilda Rd, Melbourne VIC 3004, Australia
Opening hours of Rising Tide Financial Services
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Rising Tide Financial Services
"Leena and the whole team have been AMAZING. They helped us refinance our first home (twice) plus aided us in the purchase of our second home. Her professionalism, guidance and support is second to none! We would highly recommend!"
"This is the third time we have used Tom & the Rising Tide team for our mortgage/refinancing & we couldn't be happier. The entire team was incredibly pro-active and tailored all the options to suit our needs. We were seamlessly guided through the whole process & any questions were answered promptly. Thank you again!"
"The team at Rising Tide are amazing. We entered into this process simply wanting to get more clarity on our finances and our financial future. We have come away with so much more. The team are fantastic and have made the process extremely easy and clear. We love working with Sam and feel reassured knowing that he and the Rising Tide team have developed a strategy to enable us achieve our goals. We highly recomend the Rising Tide team."
"The Rising Tide team have been great to deal with from day 1. They have recently helped us apply for a new loan as well as refinancing an existing loan, all going smoothly with no issues. If you want to work with a great team work with Rising Tide."
"We highly recommend Sam Jewell and the team at Rising Tide. Sam has been fantastic to deal with, understanding of our needs, setting up and executing a plan to help us achieve both our short and long term financial objectives. Sam is easy to work with, highly efficient and very knowledgeable. Working with Sam will be one of the best financial decisions you will make."
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