Our Vision
At Rising Tide Financial, we believe everyone deserves access to clear, tailored financial guidance that empowers them to achieve their life goals. We are passionate about helping individuals and families across Australia navigate the complexities of the financial landscape and establish a secure financial future.
Who We Are
Our team of highly experienced and qualified financial planners, mortgage brokers, and insurance specialists has been serving the needs of clients for over 15 years. We are committed to building strong, collaborative relationships with our clients, and we treat every individual with empathy, understanding, and respect.
What sets us apart?
- Gender-balanced expertise: We proudly challenge the industry norm with a higher female presence among our advisors, ensuring diverse perspectives and a client-centric approach.
- Transparency & clarity: We believe in open communication and provide clear and concise explanations of our process and fees so you know exactly what to expect.
- Holistic approach: We take a comprehensive view of your financial life, encompassing everything from superannuation and investments to insurance, mortgages, and tax planning.
- Client-centered focus: We are dedicated to partnering with you, understanding your unique goals, and proactively guiding you towards financial success.
Financial Planning
- Comprehensive financial plans tailored to your specific needs and goals
- Retirement planning and superannuation advice
- Investment and portfolio management
- Insurance review and strategy development
- Tax minimisation strategies and financial planning for families
Mortgage Broking
- Access to a wide panel of lenders and competitive mortgage options
- Expert guidance on finding the best home loan or investment loan
- Assistance with refinancing and securing cash rebates
- Comprehensive home loan health check to assess your current mortgage situation
Additional Services
- Debt management and consolidation
- Personal financial planning for individuals and couples
- Business financial planning and consultation
- Trauma insurance planning and financial support
Our Values
Our core values guide us in everything we do:
- Integrity: We conduct ourselves with honesty and transparency, always upholding ethical standards.
- Client-focus: Your needs and goals are our top priority, and we work tirelessly to deliver exceptional client experiences.
- Empowerment: We believe in providing our clients with clear information and control over their financial future.
- Collaboration: We work as a team and encourage open communication to ensure everyone is on the same page.
Exceptional Service and Expertise
The reviewers praised the mortgage brokers and financial planners at Rising Tide for their exceptional service, expertise, and professionalism.
Communication and Guidance
The reviewers appreciated the clear and concise communication, guidance, and support provided by the team at Rising Tide, making them feel comfortable and confident throughout the process.
Personalized Advice and Solutions
The reviewers valued the personalized advice and solutions tailored to their specific financial situations, goals, and needs.
Efficient and Smooth Process
The reviewers praised the efficient and smooth process of working with Rising Tide, with many mentioning that the team went above and beyond to ensure a successful outcome.
Trusted and Recommended
The reviewers highly recommended Rising Tide to friends, family, and others, stating that they would not hesitate to use their services again in the future.
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