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Rising Tide Financial Services

Address Office 34/470 St Kilda Rd, Melbourne VIC, Australia
Phone +61 401 944 713
Hours
Monday08:00-18:00
Tuesday08:00-18:00
Wednesday08:00-18:00
Thursday08:00-18:00
Friday08:00-18:00
Website risingtidefinancial.com.au
Categories Financial Planner, Investment Service, Life Insurance Agency, Mortgage Lender, Superannuation Consultant
Rating 5 86 reviews
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Rising Tide Financial Services reviews

86
Sort by: date highest rated lowest rated most helpful
Gabby
20 February 2022 6:00

Have been with Christine for a number of years now. I used to be the typical person living from paycheck to paycheck and living beyond my means. I now have more savings and investments than I ever did.

Ben
19 February 2022 6:37

Sam Jewell assisted myself and my partner in setting up plans and structures in regards to our finances. Sam and the team kept us up to speed every step of the way and made sure we understood things in plain terms. Would highly recommend

Will
08 February 2022 22:04

I was taken away with the customer experience at Rising Tides. Bobby was particularly professional in assisting me with my lending goals. 5/5

Daniel
08 February 2022 20:29

Couldn’t be happier with the team at Rising Tide. Special shout out to Sam Jewell who helped us set up our financial plan in a simple, professional & achievable way. Everyone we meet at Rising Tide are passionate professionals that are always willing to assist with any query at all…. Couldn’t recommend them enough…

Rachel
06 February 2022 18:14

Leena from Rising Tide helped us secure a mortgage for our first home, under tight deadlines. The process was simple and efficient by being able to do everything electronically and we felt well informed along our journey.

Dean
04 February 2022 7:00

Cannot recommend Rising Tide highly enough - if you're on the look out for Mortgage Brokers, choose Rising Tide, they're great to deal with.
We engaged them to organise our second home finance approval and they were fantastic. Our timelines were very short, our situation changed very quickly and went from trying to get pre-approval to making an offer and having that pre-approval flipped to formal approval, and Rising Tide got it done. They did it professionally, quickly and provided clear information for a process that can be a little daunting. Shout out in particular to Robert de Fegely, who did the work and was always readily available to help, and did so with great professionalism AND friendliness.

Stephanie
01 February 2022 10:20

Cannot thank Rising Tide and Tom de Fegley enough for your expert guidance and support. Highly recommend!

Nick
27 January 2022 10:25

We were recommended Tom De Fegeley as our mortgage broker and we could not have been more impressed. As first home buyers, we were obviously nervous, but Tom’s professionalism, knowledge and expertise made us feel comfortable every step of the way. We could not recommend Tom and Rising Tide enough, there is no other mortgage broker in Australia we would ever use. If you want a broker with excellent communication and experience, look no further than Tom, you won’t be disappointed. Thank you Tom!

Kayla
25 January 2022 6:30

Sam Jewell has been absolutely phenomenal with assisting me and my partner in setting up our financial goals. It can be a pretty daunting task, but it's awesome to have the support of someone who is so passionate about the industry and so positive to deal with. It is so clear that he always has our best interests at heart, which can be so hard to find. We honestly couldn't recommend him enough, and the rest of the team seems lovely as well.

melinda
22 January 2022 4:05

We have worked with Bec for over 4 years and her support of our finances has changed our lives. We’ve been able to achieve all of our life goals with her guidance and are continuing to grow our portfolios. She introduced us to Leena, Rising Tide’s mortgage broker, who has been equally delightful to work with. Leena has made the purchase of our new home seamless by providing her advice and completing research to ensure we were able to gain a competitive home loan. Highly recommend the services of this superstar team.

William
15 January 2022 2:50

My journey with Rising Tide was simply incredible, and one I am extremely grateful for.

Tom De Fegly, and the team, held my hand throughout the whole process. Their ability to teach, provide advice, reassure and listen, was second to none.

I reached out to other financial services, none of them compared. The service I was given at Rising Tide will ensure I am a customer for life.

Thanks Tom, Jay, and the Rising Tide team, I cannot thank you enough!

Michael
12 January 2022 12:13

Have been a client of Rising Tide for a number of years and can confidently say that without the support / guidance of Rebecca, Matt, and the wider team that I would not be on track to achieving my goals. Exceptionally supportive, understanding, and I could not speak more highly of them. Definitely recommended.

Yang
08 January 2022 2:45

Services from Rising Tide is amazing. Every step is smooth. Even we decided to change loan amount after document was lodged, it was still done. Recommend!

Rachel
07 January 2022 15:16

Can't thank Leena from Rising Tide enough. She was able to help us re finance and withdraw for our home renovations. She gave us a few different options and worked our loans the best way for our situation. There was no need for me to chase anything up because Leena was always one step ahead. She explained things very clearly every step of the way. I highly recommend this company and thank you Leena for going above and beyond to make our application process run so smoothly.

Cahill
06 January 2022 18:01

The Team at Risng Tide have been fantastic for us. We have luckily purchased 2 factories and worked closely with Tom who worked around the clock with such a professional manner to get them purchased in a tight deadline. This is not the first time we have used Rising Tides services and hopefully as we grow it wont be the last!:)

Ash
02 January 2022 16:54

SJ has been instrumental in arranging our super, investments and cash flow, as well as the lending team negotiating a rate we didn't think was possible for our home. We've had a few meetings to ensure we understand the products recommended to us and looking forward to working with RT in the future.

Chris
29 December 2021 4:50

Highly recommend the team at Rising Tide. Their attention to detail in what my family were looking for with financial recommendations was second to none. Sam has been pleasure to deal with, with his responsiveness to our requests A1.

Annabelle
18 December 2021 0:30

Rising Tide were wonderful, particularly for a first home buyer. All of my options were communicated in clear layman's terms, and I felt informed and empowered throughout the process. On top of this, Rising Tide listened to the nuances of my position and fought for my loan accordingly, with the bank. I highly recommend Rising Tide. I have loved my interactions with them, in particular Leena who was incredibly present, helpful, organised and responsive.

Alex
05 December 2021 13:13

We value our relationship with Rising Tide and their continual commitment to delivering a high quality service. Very informative team and responsive, exactly what you want from an adviser. Would recommend.

Bel
02 December 2021 13:37

We are so happy to have all our financial stuff now organised and working for us. Thanks so much to this brilliant team for helping us along the way. Thank you!

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