The freedom to say Yes!

As complex as financial management can seem, the path to security and prosperity is really simple.  Often all it takes is an honest and knowledgeable financial advisor who understands and works within your specific requirements.  Based in Melbourne Rising Tide specialises in helping you manage your finances, from when you first start work through to significant decisions you make around investments, superannuation and life’s major milestones.

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At Rising Tide we pride ourselves on delivering the very best service and ensuring that every interaction you have with us in not just stress-free, but enjoyable.  We have a flexible approach to the way we deal with clients and gladly work around your day-to-day commitments to meet with you at a time and place that works with your schedule.

We know that personal financial management can seem boring but don’t let it slip by the wayside.  Working with a qualified financial planner really can set you and your family for a safe, secure and fun-filled future.

Rising Tide’s Founder and Managing Director, Chris Browne (Browney) is a highly regarded finance expert, business mentor and motivational speaker.  Ever since he started Rising Tide ten years ago, Browney has made it his priority to build the best team in town.  Our team of high achievers are here waiting to help you with your financial needs.

Above all, we are about helping you ‘say yes’.  Saying yes to buying your own home, yes to purchasing an investment property, yes to that overseas holiday or yes to that renovation you’ve been dreaming of.  Whatever it is for you, we’re here to help you achieve it.

How we help

Financial planning is too important to leave to just anyone. Rising Tide prides itself on being the best in helping to secure financial futures. You might have thought about applying for insurance or consolidating your super, but not many people have the time or expertise to get these matters sorted efficiently or effectively on their own.

We’re here to make the process as easy, cost-effective and enjoyable as possible.

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Rising Tide specialises in Gen Y and Gen X clients – people who have great things planned and are just starting out on their financial journey.  As a Melbourne-based financial services firm, many of our clients live in Melbourne or regional Victoria but we are also able to work with interstate or international clients over emails or over Skype.

Whatever your goals may be and whatever you want to achieve we want to help you get there.  Rising Tide is well-equipped to assist with all of your finance needs whether they be personal or business, tax, insurance or lending – we’ve got you covered.

Give us a call today and we’ll arrange a meeting to discuss your personal needs.

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Who we help

GROWING YOUR FAMILY

GROWING YOUR FAMILY

Starting a family is a magical chapter in any person’s life, but it can bring it new financial responsibilities. And so it’s our job to sit down with you and work out what new financial responsibilities you have and how best to meet them.

PRESSED FOR TIME

PRESSED FOR TIME

Every year life seems to move a little faster. There’s not enough time to do the things we want to do let alone the things we don’t – like ensuring our financial affairs are in order.  And it’s not always clear where to start.

So it’s our job to understand where life’s at, and to tailor a plan for you and your lifestyle.

RUNNING YOUR OWN SHOW

RUNNING YOUR OWN SHOW

Running a business can be hugely rewarding, but almost always carries higher risk and added pressures, which makes planning for the future something that’s on the list but not ticked off.  It’s our job to relieve the pressure and get a financial plan in order for you and your business.

ELITE ATHLETES

ELITE ATHLETES

World-class athletes don’t stay that way forever so it’s important to plan for the days when you can no longer earn money from competition.

Make hay while the sun shines! Partner with us as your  financial specialist now … while the money is rolling in. Don’t wait until it stops coming to make a start.

Meet our crew

ABOUT

As complex as financial management can seem, the path to security and prosperity is really simple. Often all it takes is an honest and knowledgeable financial adviser who understands and works within your specific requirements. Rising Tide specialises in helping you manage your finances, from when you first start work though to significant decisions you make around investments, superannuation and life’s major milestones.

 

MEET OUR TEAM

OUR UNIQUE PROCESS

Discovery

This is an important first step because it helps us get an understanding of who you are and where you’re at..
It’s about understanding your needs and how best to help.

 

Vision

We know where you’re at and where you want to be and so we come back with the road map to get you there.  They’re  your financial goals based on your financial position so it’s never a one size fits all approach.

Freedom

This is the most important step where our recommendations come into play.
It’s at this meeting that we formalise our relationship with you and talk through how we will keep supporting you in to the future.

Recognition

Awards

Here’s a few we’re proud of

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 award_2  award_1

Testimonials

Why our clients love us


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Blog

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Budget Breakdown – Rising Tide’s Matt Hale talks to Joy FM

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