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Rising Tide Financial Services
Rising Tide Financial Services: Guiding Melbourne finances with warmth, clarity, and confidence.
5
Insurance
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Rising Tide Financial Services: Guiding Melbourne finances with warmth, clarity, and confidence.
Rising Tide Financial Services in Melbourne offers insurance, accounting, finance and consulting services. The team is praised for warmth, helpful guidance, and clear, actionable plans that build confidence for the future. Clients report smoother home-buying experiences, practical steps toward lasting goals, and responsive, professional support from Bec, Rebecca, Bob and the wider team as they navigate finances.
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Personalized strategies for short-term and long-term goals, including retirement, savings, and wealth building.
Expert advice on insurance policies to protect your assets, health, and financial security.
Professional accounting support, tax planning, and compliance to optimize your financial health.
Guidance through the home buying process, from budgeting to mortgage advice and settlement support.
Tailored investment strategies to grow your portfolio and achieve financial stability.
One-on-one consultations to address concerns, answer questions, and develop clear, actionable plans.
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Overall rating
Celeste Astorino
My husband and I engaged Rebecca and the team with a very fuzzy outline of what we wanted to achieve from seeking financial advice. What we received was beyond anything we could have imagined and has provided us with actionable steps towards a very clear (and stable - even, thriving) financial future. Talking finances now is really positive and we know every day that we are building a future we are genuinely excited for. Thank you Rising Tide!
Alexandra Ferguson
The experience with Rising Tide has been incredible. My partner and I weren't exactly sure what to expect when we started talking to Matt earlier this year, but we have been blown away by the team and the advice we have received. It gave us the opportunity to talk about our goals over the next 3, 10, and beyond and how we will achieve them. We both feel so much more confident going into these next 12 months, knowing it will be a busy and important time for us financially. Thank you Bec and the team for all your assistance, answering all our silly questions, and being generally great people to work with.
Anya Roslan
Really appreciated the team for how warm and helpful they were when it came to addressing our concerns and answering our questions! We learned a lot and would definitely recommend Rising Tide for people who feel like they need extra guidance, and a go-to person they can trust for advice before going into the detail.
Jessie Harris
Absolutely fantastic experience working with Rebecca and the team. Clear and actionable plan has been set, feeling very confident about my financial security and now what I am working towards today, 1,5 and 25 years time. Couldn't be happy with the advice and support from Bec.
Cameron Lortan
Rising Tide has made our first home buying experience smooth and easy. They have been super responsive, professional and helpful to our journey. I could not speak more highly of the team and would recommend them to anyone. Huge shoutout to Bob, Sam and Mel for all their hard work!