Rising Tide Financial Services

Really impressed with Rising Tide, from the initial phone call with Matt, working with Bobby on my loan options and securing my home loan, through to coordinating with Melanie on settlement. In particular, I have to thank Bobby for his patience and care, for explaining the process and answering everyone of my questions. I could not be happier with the result, now I've moved into my first ever purchased home.

Christine came on as my first financial planner a few months ago. Being new to the financial planning world, I could not recommend anyone more. She has especially been great in making me feel comfortable to ask any question about anything I’ve been unsure about, and has answered every single one with great knowledge and empathy.

Christine has a great balance between professionalism and creating a meaningful and relationship with her clients. Naturally, her advice has been spot on, where my needs, goals and circumstances have been at the forefront. Joy, from the team has also been extremely efficient and supported the process. I’m really looking forward to continuing to build a healthy relationship with my finances with the support of Christine and the rising tide team!

We absolutely love working with Rebecca & Lester at Rising Tide! Their financial expertise is amazing, and best of all they're down-to-earth and make complicated topics and processes seem approachable. Thank you Rebecca and Lester!

Rising Tide have been amazing at helping me and my family understand our finances and have a more positive relationship with money. Our financial advisor, Christine, has been with me from the very beginning and has helped me through all of my life stages and the financial transitions that had come with it. We feel very valued as clients and appreciate what Rising Tide has done for us!

Working with Sam, Matt and the broader RT team has been an incredibly empowering experience. I have felt listened to and understood by the team at RT and the advice/strategy which has been implemented reflects both my values and my goals. I found it difficult to find firms that could tailor specific advice to my demographic - RT nailed the brief. If you're a young professional looking to set yourself up for the future, look no further.

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!

I have had a great experience working with Sam.

He has been able to put methods I place for me and my family to reach our financial goals, both short and long term.

We now have clarity on how and when we will be able to retire along with being able to achieve our short term goals which is a very comforting feeling

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!

Always enjoy working the team from Rising Tide. Leena has been great to deal with - excellent communicator and made the refinancing process as easy as possible. Thank you to all. Highly recommend.

I have had the pleasure of working with Sam.

He has made everything very clear for me to understand and has had great ideas and plans for me and my family

I am looking forward to working with Sam and rising tide in the future to continue to reach our financial goals

I have and will continue to recommend their services to our friends and family

Rebecca and the Rising Tide team take all the leg work out of financial management and maintenance, and have guided us through the process with no nonsense advice at every step. Knowledgeable, personable people - highly recommended.

Rebecca and the team at Rising Tide have been fantastic. Rebecca is personable, professional and proficient at breaking down financial jargon. Her help has been (and continues to be) invaluable.

I secured a home loan with the help of Bobby as my mortgage broker. I was a first home buyer and had lots of questions throughout the process. Bobby and the team were always friendly and quick to provide information. Happy with my experience with Rising Tide and would recommend their services.

Highly recommend Rebecca in the financial planning team. She has exceptional interpersonal skills and has been a pleasure to work with.

Our key contacts at Rising Tide - Tom de Fegely and Bob de Fegely have been great in helping us not only secure our home loan, but were so patient in helping us to navigate the whole process. Once the home loan was secured, Tom and Bob still continuously offer guidance and are a pleasure to deal with. They have also recently assisted in reducing our repayments strategically to suit our needs. Thanks guys!

Rising Tide have gone above and beyond to assist me with all my financial needs especially with my home loan and refinancing to get the most competitive rate!

Iv now been using them for the past 5 years and have recently been taken care of by Leena who has made the process of all of the above such a breeze and headache free.

Highly recommend!

Thanks so much guys, much appreciated!

Alex.

Couldn’t recommend these guys more. I have been working with Christine and Rebecca from RT for many years and they have always provided excellent service, advice and accountability to my goals

Our experience with Rising Tide has been nothing but positive. From helping my partner and I purchase our first home 4 years ago, to now helping set us up, plan and prepare for the future hat we want. They take all the stress out of the work and have opened our minds to possibilities we wouldn’t have considered without their professional knowledge.

Nothing but good words to say about the rising tide team.
We purchased our first home with the assistance of Sam G and the team securing a great deal on our mortgage. Their annual checks on our home loan has also ensured we have been more than competitive in comparison to where the mortgage market has been.
We have now engaged with Sam J and the financial planning team and they to have been nothing short of exceptional in helping us set out our long term goals and framework.

Bobby and the team have been amazing in helping us get a mortgage for our first home. We had to change the application a few times through the whole process & we also had so many questions to ask - Bobby went over & above to help us and answer our questions making us feel really comfortable and confident, we can’t thank him enough! We got the best result possible in the end and won’t hesitate to recommend him to our friends.