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.
Who we help
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
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 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.
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
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.
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.
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.
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.
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