The firm
Rising Tide Financial
A Melbourne financial planning firm for high income families who earn well but want more clarity and control over their money.
Who we help
Most of our clients are families in their 30s and 40s. Good incomes, busy careers, a mortgage, kids, and a sense that their money could be doing more.
The work usually means getting cash flow, super, insurance and investing working together, often for the first time.
How it works
Three steps, then we keep going
- Start with your life What do you want the next ten years to look like? Everything else follows from that.
- Build the plan Cash flow, super, insurance and investing, set up to work together towards the life you described.
- Stay accountable Regular check-ins with your planner, so the plan actually happens and changes when your life does.
The planners
Who you’d work with
See if we’re a fit
It starts with a short intro call with one of our planners. You can also visit the Rising Tide website.