Rising Tide Financial Services
Address | Office 34/470 St Kilda Rd, Melbourne VIC, Australia | ||||||||||
Phone | +61 401 944 713 | ||||||||||
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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 The wife and I had the pleasure of dealing with Sam Jewell who was empathetic, comprehensive and knowledgeable. Throughout the process, we never felt rushed and Sam always made the time address all the questions we had.
Kudos to Sam and the team at Rising Tide!
Sam from Rising Tide has been wonderful to deal with. From the word go, he has actioned our goals quickly and gone above and beyond to answer our many questions and clarify anything we don’t understand (multiple times, late at night and all with a smile). My fiancé and I are excited to see our goals with Rising Tide be achieved and finally tidy up our finances.
I highly recommend the entire team from financial planning to home loans, to investments and saving.
Top shelf service. Provide guidance through every step. A long term view on a financial strategy sets a long term relationship. No short cuts or quick wins. Safe, trustworthy and fun to deal with. Definition of five stars.
Rising tide helped with a refinance for my property and I highly recommend the team. They were professional, knowledgeable and consistently kept me up to date whilst working in the background to push things forward as quickly as possible. The team got me a much better mortgage interest rate and were a pleasure to work with.
Friends of ours suggested we use Rising Tide for mortgage brokering whilst we were looking at property. We are so glad we contacted them after previous poor experiences. Rising Tide were professional, knowledgeable and approachable.
Our experience with Rising Tide has been amazing! Leena Malik has been of incredible service to us, securing us our first home loan. Leena made the whole process calm and enjoyable which I see as an incredible talent! I could see Leena working overtime and on weekends for us and got everything over the line without us having to worry. I really can't recommend Leena and the Rising Tide team enough. Thank you again Leena!
The team at Rising Tide have helped us get ourselves sorted.
They made the process simple, and explained everything they were helping us with, in a manner that we were able to understand.
Wish we had done this years ago.
Rising Tide were able to get us a home loan without LMI and with an amount we could work with. Would recommend and happily use again.
The Rising Tide team recently help with our mortgage refinancing and did a great job as usual. They found us a great product and supported us the the application and approvals process, which made things a lot easier. Thanks to all the team at Rising Tide.
I engaged Rising Tide for mortgage broking services and couldn't be happier about the decision. They made the process simple and easy to understand and provided me with the best suited finance options. Leena and Kate were very proactive in dealing with my real estate agent and solicitor and sorting out all matters for me. Really appreciate the advice and hard work!
Couldn't be happier with our experience with Rising Tide. Diligent, thorough and professional service with practical solutions. Thanks Sam and team
I really wanted to show my appreciation and say this to " Jay Sandigan" on how she really assist me and our client. She is really amazing on how she quickly resolve my inquiry and help me with the matter that I have in question with for our settlement. She did not even ask me to wait for a minute and proactively work in a professional manner. This kind of extraordinary experience deserves a promotion! You deserve to have a 5 star! KUDOS to JAY!
Rising Tide have helped me kick off a financial journey I didn't realise was possible.
This is my first time working with financial advisors and the team have been great to communicate with and incredibly helpful. I would highly recommend!
Sam and the team at Rising Tide have been brilliant to deal with. They have assisted myself with improving my overall financial situation. Highly recommend Rising Tide
Highly recommend Sam Jewell and his rising tide team. Making sense of all things finance and provided a great service without the pressure and uncertainty that comes with deciding how to set up our future.
Rising Tide have helped me kick off a financial journey I didn't realise was possible.
This is my first time working with financial advisors and the team have been great to communicate with and incredibly helpful. I would highly recommend!
I would highly recommend Rising Tide Financial Services to all of my friends and family. Sam, Kate & the team have been incredible to deal with. This is the second time we have engaged Rising Tide as our broker for purchasing property and we cannot recommend them enough.
We couldn't be happier with our experience with Matt and Rising Tide Financial. We have been working with the Rising Tide team intermittently over the past few years and have found each and every one of the team to be approachable, professional and incredibly understanding of our goals and situation, not to mention they are all just all-round top notch people! Recently we have undergone a full financial review and planning session with Sam Jewel who has been incredible in helping us to identify how we can best implement strategies now to help us achieve our goals (both shorter and longer term). Sam has helped tailor a plan for us moving forward that resonated with our goals but was also respectful of our financial insecurities, our changing income profiles and potential employment changes/challenges as well as being incredibly flexible as we welcomed our newest family member! We genuinely look forward to working with him and the team moving forward!
Matt and the team are amazing to deal with. Professional, supportive, proactive and most importantly very effective at helping manage our financial strategy. We recently undertook a review of our strategy with Sam Jewell and he listened intently to really understand who we are as people and what outcomes we are trying to achieve for our family. Because of this he has been able to tweak a number of things which will save us money in some areas, make us more money in there areas and ultimately better position our family in the future. Overall just an excellent experience as always from Rising Tide.
The team at Rising Tide have been amazing to work with both helping organise my first home loan and with financial planning.