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Rising Tide Financial Services

Rising Tide Financial Services

4.9(550 reviews)See reviews ↓·Melbourne

About the company

Rising Tide Financial Services is a financial advisory and planning firm based in Melbourne that has serviced clients across Australia since 2005. The company works with clients under annual advice agreements and specialises in working with professionals and young families. Its advice is built upon evidence-based philosophies, including a plan B, a proven cash flow philosophy and an investment philosophy. The advice team is diverse and has a higher female presence than the industry average.

Peter Worn is the Chairman. Matt Hale and Sam Gawenda are Directors, with Hale a Senior Financial Planner and Gawenda a Senior Leading Specialist. Sam Jewell is a Senior Financial Planner and Partner, and Rebecca Pritchard is a Senior Financial Planner. Marcus Boadle is a Financial Planner and Alex Devonshire is an Associate Financial Advisor. Mymy Nguyen is a Paraplanner. The team volunteers at Sacred Heart Mission.

What customers say

Based on genuine customer reviews

In Melbourne, Victoria, Rising Tide Financial Services operates as a financial planning practice, with a Google rating of 4.9 across 550 reviews. It is listed in the directory under the financial planning practice category. This is among the larger review volumes recorded for a practice of this kind.

Financial consultantInvestment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

RC
Rhys Corry8 May 2026

Moved to Rising Tide from another financial adviser and it was the best decision we made. Rebecca was another tier above from what we were previously getting, and proposed a number of ideas/solutions that we hadn't thought about previously. Rebecca and Alex have always made themselves available to answer any of our questions and go above and beyond to ensure we understand why they are recommending certain things. My wife and I have been able to achieve so much under their advice in such a short period of time. Excited for the future working with the team.

DC
daniella christodoulou18 February 2026

Bec and Alex have been fabulous and supportive across our financial journey. They have provided sound advice and have assisted us with implementation and answered all of our questions- we have been very happy with them and their service!

CA
Celeste Astorino20 January 2026

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!

AF
Alexandra Ferguson4 December 2025

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.

AR
Anya Roslan26 November 2025

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.

JH
Jessie Harris25 November 2025

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.

RS
Rohan Sridhar23 July 2024

Sam, Marcus and the rest of the team at Rising Tide have been enthusiastic, supportive and avid listeners since the day we approached them for advice. We have had a few changes of heart when it came to our financial plans, and these changes were met with understanding and flexibility. We look forward to continuing our partnership in the future, knowing that our needs and concerns are central to any advice given by Sam and the team.

Financial advisers & planners in Melbourne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.

RankProviderRatingReviewsOpen Sat.
1360 Financial Strategists★ 5,0438No
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9Rising Tide Financial Services (this page)★ 4,9550No
Contact
+61401944713risingtidefinancial.com.auOffice 34/470 St Kilda Rd, Melbourne VIC 3004
Working hours
Monday08:00–18:00
Tuesday08:00–18:00
Wednesday08:00–18:00
Thursday08:00–18:00
Friday08:00–18:00
SaturdayClosed
SundayClosed