Rising Tide Financial Services Reviews

Sam J is a pleasure to work with. Very thorough, professional and knowledgeable in the set up of new superannuation and insurances for my family. His communication was impeccable, always returning calls and emails with decisive answers to all my questions. And always follows up with calls down the track to keep in touch with any changes of circumstance. Very happy

The Rising Tide team are incredibly professional and supportive. Couldn't be happier with the way they have approached my financial needs and requests. Utmost respect to the whole team!

These guys are great! Knowledgable, professional and friendly. Would highly recommend.

A very pleasant and friendly group of people. However, this was the best of my experience, let down by their somewhat vague approach to financial planning, lack of follow-through and contact.

Braden and the team are alway fantastic to deal with. Always professional and available when needed. Thanks guys... appreciate all of your support!

Matt and the team have been looking after me for a number of years. Always available to assist and provide me with the confidence to make imformed decisions.

Friendly, and informative service. Thanks for your help Ali, i'm confident all is under control.

The Rising Tide team were fantastic in assisting me completing my personal tax return, they are friendly and responsive and incredibly helpful. Big thanks to Amanda and Braden for their help!

I was recommended Rising Tide through a friend and couldn't be happier with the service and outcomes so far. The team always make themselves available when needed and go over and above in terms of delivery and care.

Myself and my partner bought our first home through Rising Tide and it was a 'no brainer' to use them again to help switch our loan and set us up to purchase an investment property. As always they managed to find us the best deal we could get and we are now ready to go. Sam and the crew are a pleasure to deal with and they really make it as pain free as it could be. Thanks again guys!

Since meeting with Matt, Tom And Sam from Rising Tide we have so much more confidence in our financial situation. The team are professional, polite, understanding and accepting of our queries and incredibly accommodating.
Every interaction is seamless, with the team consistently responding in a timely manner.
They are up to date with the current climate and have made contact with us when they know we can achieve more for our money or get a better deal.

The team at Rising Tide Financial services are a pleasure to deal with. We engaged they're services late last year to help us manage our personal finances as we had no idea what we were doing. Tom and Braden are amazing to deal with, they always get back to you in a timely manner and are extremely knowledgeable in their fields. My husband and I highly recommend them if you need some guidance with managing your finances.

Very good to deal with. Friendly staff and they make the complex simple & easy to understand for all of our financial requirements.

Such a great business, great people through the whole office, excellent financial advice whilst not being pushy at all. They also take a long term view of client relationships. Highly recommend.

Sam, Tom, Bob and the rest of the team at Rising Tide Financial Services have gone from strength to strength over the last few years with their advice and personal care towards my financial goals. Every query has been answered and as a client I feel greatly valued by the team. I would recommend their services to anyone who wants to take ownership of their finances and create a change for the better in their future.

Matt and the team have been great to deal with and persisted through a very difficult process to get there in the end.

Diligent, knowledge, personable, pro-active and contemporary. I have used the Rising Tide team for my families's financial planning and tax needs for a number of years and can highly recommend them as great advisers.

Fantastics service, and always able to give sam a call when ever my husband and i had a query. We have had great experience

Excellent service, efficient, cost effective and reliable. Couldn't recommend them more. If you are looking for a financial services look no further.

Tom DeFegely and the team at Rising Tide have been brilliant to work with. They have made the mortgage process for our first home (land and construction loans) stress-free and easy. Always professional, friendly, reliable and efficient, I wouldn't hesitate to recommend the team. Tom is quick to respond and follow-up, which is always appreciated. Thanks Tom, Sam and Matt for all your support over the last couple of years!

Sam and the team were a pleasure to deal with! Great care was taken to explain everything to me in easy to understand language and that made the world of difference A wonderful experience all round!

My wife and I are first home buyers and no nearly nothing about buying a home, applying for a loan etc. Sam and Dimitri sat us down and put us at ease by explaining the whole process from start to finish. Less than two months after that meeting were in our new house! Could not be happier! Definitely be recommending them to others!

Felt 100% care and commitment to my needs. Always highly responsive to requests for information and support. A+

I have been really happy with Rising Tide's support and advice.

Thanks Matt for giving me such a detailed explanation of my super and it's earning and projections. Your time and expertise are much appreciated.

Tom DeFegely and the team at Rising Tide are absolute professionals. Fast, super-responsive, and results-oriented, Tom was able to secure extraordinarily sharp interests rates for the refinancing of my three properties (one residential and two investments), saving me hundreds of dollars in interest per month. Just as importantly, they always follow through too - they call you and get things done exactly when they say they will. I really could not recommend these guys highly enough - simply outstanding!

I found the help & and advice from rising tide fro my financial goals to be very helpful and would highly recommend them

I started using Rising Tide just over two years ago after being recommended by a friend. Not only did they help me get a better rate on my home loan with my existing provider, but with their help and advice now only 2 years later I've been able to turn that property into a great rental for investment purposes and purchase a second home.

I also use their services for my tax and I get more than triple on my returns now than I ever did before when I did them myself.

Couldn't recommend the team at Rising Tide enough!

Amanda and the crew at Rising Tide provided great expertise and support during tax time. Look forward to continuing our ongoing relationship.

I have always had friendly, and extremely helpful advice and my queries handled professionally and 'fixed'. Thank you RTFS

My company have engaged the services of Rising Tide for a number of years and would recommend their services to all businesses looking to work with an exceptional accountancy team.

We value their common sense, pro-active approach which has helped us plan for the future. Thanks to Braden and all at RT for your professionalism and guidance.

Rising tide financial gave both me and my wife some great insight and valuable guidance on future planning. The support and engagement was excellent. Great work! Thoroughly recommend their services.

Matt and Steph have been amazing to deal with, they are both compassionate, efficient and professional. I can t thank them enough for all their assistance and guidance, they ve done their utmost to best support my circumstances and I appreciate all their efforts. Thank you!

The service was amazing , very helpful friendly attended to our needs and answered all questions and made us feel very comfortable
Thanks Rising tide Financial services for a job well done ,will recommend you to others

Over the past few years I have used a range of Rising Tide's services and couldn't rate them more highly for their professionalism, friendliness and knowledge. Rising Tide advised and assisted us with our finances as we purchased a home and have since organise our tax, super and insurance. Everything was explained in an understandable way which was very important to me.

Our experience with Rising Tide , namely , Sam Jewell has been handled with the utmost courtesy and professionalism dealing with very wary clients over a long period of time . Sam's patience and honesty is a credit to him and the company . We would not hesitate to recommend .
Sincerely , Wayne and Kaye Roberts .

So impressed with the service I have received from Rising Tide. As a business owner, they have really helped me feel more confident in managing the financial side of my business which is invaluable. I m particularly grateful for their ongoing support throughout the COVID-19 crisis. Braden and his team are fantastic.

We have been working with Rising Tide for many years and more recently Sam and Tom for Super and our mortgage. We have a great relationship with the company and never too much trouble to call up and have a quick chat about a matter.

For me Catch the Rising Tide Financial Services is a one stop shop for all of my accounting and financial planning needs.

CTRT place a high value on education and financial literacy, which is important to me as a client. The team at CTRT are focused on understanding my business needs and and have always provided practical information and advice. I have confidence knowing that I am making informed decisions that take into account my appetite for financial risk.

I can not highly recommend Braden Johnston, Diana Pinilla who look after my accounting needs and Sam Jewell for my financial planning needs. They all a pleasure to work with.

I have every confidence that I have the right team in CTRT behind me as I grow and develop my business.

Great personal service and very professional. Highly recommended.

Great guys, great service. Down to earth support from people who care. Highly recommend. They sorted our finances and explained it all without jargon or a big sales pitch.

Tom, Sam and Gianne were amazing with our first home, finding a great deal and assisting when some issues came from the bank. Amazing assistance and highly recommended

Sam has been providing advice to my partner and me for the last few years now regarding first home/now investment property and future investments. We feel that we have been putting some challenging scenarios to Sam along the way to consider, given our short to medium plans. Sam has always managed to come back armed with advice on how best to help us in very clear terms and has always been upfront with what financial risks need to be considered. The advice and reccomendations given are very relevent for anyone no matter how big or small your financial plans are or where you are at with your understanding. Definitely a great team to start your journey with. Would highly recommend.

Rising Tide Financial Services have been supporting me with insurance and other financial needs for years, however in the last 12 months they have become an integral part of my decision making. Most recently they scanned the market for the most appropriate construction loan, renewed our investments and always provide immediate advice when required.

When your under 30, you don't want to spend time considering super, mortgages, insurance, investments, or other issues, but do yourself (and your family) a favour, get in touch! They can come to you, or you to them, they are fun, and you'll likely understand how a 15 minute chat can improve your situation.

Great customer service and very efficient when it comes to getting tax returns done

Great people to work with! Very happy with their service :)

I found the team at Rising Tide very professional at all times and the advice given to me came with thorough research. Sam and the rest of the team were very responsive to my questions and specific requirements. Happy to recommend them.

Really appreciate their more casual and relaxed style of doing business. Sam made the whole process of getting the right home loan for our needs simple and stress free. Thanks guys.

The team at Rising Tide are great to deal with. They have vast knowledge in their areas, but never pushy to sell products. I am always amending my schedule due to work commitments, but this is never an issue and they work with what suits the customer.

I would highly recommend Rising Tide for any of the services they provide.

Rising Tide are an amazing collective of people spanning all your financial needs. From Tax services, financial advice, advice for business planning etc, they are a one stop shop. Always helpful with any queries I have and are highly thorough and diligent in their responses and advice. Highly recommended.

The people at Rising Tide are extremely professional and treat you like a family member. I would highly recommend their services.

I have used Rising Tide for a range of financial services and have always found them to be first class. They are always willing to go above and beyond my expectations and are proactive in helping find the best products for me. Thanks in particular to Sam J, Sam G and Diana for their great service and advice. I would have no hesitation in recommending Rising Tide.

Thanks Sam Gawenda - Efficient, responsive, and communicated well.

The boys at Rising Tide are not just a great bunch of blokes, they re a group of switched on and savvy financial gurus. They ve helped me with all aspects of my finances from home loans to taxes, to superannuation and countless free beers at their office (bar). Highly recommended. Plus, I m sure I ll be thanking them even more when I m an old man with a nice super to retire on.

The team at RT are always the best to deal with. The whole team is honest, reliable and personable and it has been a pleasure being a client for over 5 years. I can't recommend them more highly.
Shaun

Rising Tide have helped us through every major decision in regards to our finances for nearly 6 years now. When we first met with them prior to having children, they were really invested in helping setting us up to be in the best financial position possible. They have helped us with the lending aspect of our house purchases as well as organise all appropriate insurances, income protection and consolidate our super. We recently purchased a property and had full trust in Rising Tide to find the best loan for us. The process of applying and securing a loan was made effortless by their work. They are timely and supportive in answering all our questions and are incredibly professional. I have recommended their services to countless friends and will continue to do so.

The staff at Rising Tide are experts in helping you navigate the process of purchasing a property. They removed any stress or confusion I had by always providing advice in a way that was easy to understand and their customer service is second to none. They were able to negotiate a great deal on my loan and I ll definitely use them again for my next property purchase.

Matt, Sam and the team's personable approach makes working with them a breeze. Would highly recommend to anyone looking for assistance with their finances.

Loving Braden and the tax team at CTRT every year dealing with my returns, and apparently enjoying it! Always there for the questions, and simply get it done in a no fuss manner. Cheers guys!

I've always found the team at Rising Tide to be exceptionally helpful and professional. I chose to work with Rising Tide as they put in the extra effort in exploring all possible approaches and have always taken time to discuss available options.

We have been with Chris Browne and the team at Rising Tide for the last 9 years . The advise we have received has been excellent and we are seeing the results of all the advise given.
It's not only about the advise its about having a team behind you to support you when life changing situations arise . I personally have experienced Redundancy and Death in recent years both times Chris was so supportive and making sure all financial support was in place.
The whole team Sam Jewel, Sam Gwanda and Matt Hale always equally willing to help when we have an enquiry or investment opportunity.
Cannot speak highly enough of this great Team and Business
Simon Jones

Sam has been providing advice to my partner and I for the last few years now regarding our properties and future investment. We decided that we wanted to purchase our family home and didn't make the job simple for Sam and Tom who took over our account but both of them never gave up on us and worked hard to get us the right loan. We have just purchased our new home and couldn't be happier. We wouldn't go anywhere else for our financial advice. We now have our families booking appointments with the team at Rising Tide too. Great team, would highly recommend.

Rising Tide have been fantastic, by engaging their services my wife and I were able to buy our first house!

First time using Rising Tide to complete my tax return and it couldn't have gone any smoother, very clearly and promptly communicated with me through the entire process and was very happy with my return at the end of it all. Couldn't recommend them any more highly.

Had a fantastic experience working with Tom and the rest of the team. They were professional and responsive to all my queries and achieved a great result with my home loan. Highly recommend

Very friendly and helpful. Couldn't be happier with the service.

The Rising Tide team are outstanding! We have been able to buy two homes (now one investment) with their advice and support. Could not recommend them more highly.

The masters of money!

Sam and Tom couldn t have been more helpful with our financial needs. I was confident in their approach, and more then satisfied with their outcome. I couldn t recommend them higher..

Extremely helpful and knowledgeable staff who assisted with all my financial requests. It's hard to come across people who consistently care for your every need but the staff here were exceptional in this respect. They were quick and responsive when helping me with my finances and I would highly recommend them to anyone!

Rising Tide Financial has a team that care about our personal ambitions and are proactive about bringing those dreams to reality. Apart from being friendly, professional and easy to relate to, their approach instills confidence.

Great team, great service. I fully trusted the financial adviser from the first moment. I started as one of their first customers and keep going back for further advise. I can only highly recommend Rising Tide. Well done guys!

I've been dealing with Sam and the Rising Tide team for years now. Their approach, service and advice has always been 1st class. Cant thank them enough.

We highly recommend Rising Tide Financial Services as they are extremely knowledgeable, efficient and great to deal with.
Sam and the team have been working with us to set up a plan for our future retirement and have kept us informed every step of the way.
Looking forward to working together in years to come.

Scott and Chris

Matt and his team have been amazing. Really approachable and knowledgeable. Been a huge help

The team at RT have been a great help with getting our finances in order and are very quick to respond to all questions and queries. Thanks RT, looking forward to more good advice in the future.

Rising Tide made owning my first home a reality !
From the initial phone call through to settlement, the team were by my side the entire time.
Thank you team !

Matt and his associates recently reviewed our super arrangement and provided beneficial options. These options will lower costs and administration whilst maximising opportunity for greater gains.
They were effective, helpful, reliable and generous with their time.
Thank you Rising Tide.

Rebecca was a pleasure to deal with. She made the journey very informative and enjoyable and my partner and I really valued the advice she gave us! We look forward to continuing our partnership with Rebecca and Rising Tide.

Great Service - Extremely helpful with Accounting along with financial Advice, simplifying financial options. Very hard to find a group of likeminded people who can respond efficiently with the knowledge of your current situation.

My team at Rising Tide always made sure to fully explain the loan options presented and went above and beyond to make sure I was comfortable with my loan provider. Buying a home and finder a lender is a stressful time and I was always well supported by Tom and Sam.

Rising Tide have helped me with various financial tasks over the years , including super consolidation and tax returns. They're always a pleasure to work with, and super responsive! Couldn't recommend them highly enough!

Fantastic service by Tom and the whole of Rising Tide - would definitively recommend.

The team at rising tide proved to be very effective at navigating complex issues, responsive and always a pleasure to deal with.

I have used Rising Tide for close to 4 years and can not fault their services in anyway. Sam was so much help for my wife and I in buying our first home.

Sam Jewell provides a superb service. He is a very knowledgeable, responsive and caring advisor. I would highly recommend the team at Rising Tide.

As well as knowing their stuff, Sam, Braden and Matt all take an interest in my story and share their own. The level of genuine care they show in their service and constant checking in makes the process so much simpler. Nothing is too hard for them and they always do what's best for me.

We had a great time dealing with Sam and Talia. Just helpful, friendly and reassuring. Always above and beyond. Came from a recommendation, we will recommend onwards.

Sam and the team had such a fresh and knowledgeable perspective on guiding us, a young couple trying to get into the market! Their service was outstanding and passion for their customers at the forefront of everything they do. We are now home owners and planning for the next property and building our portfolio.

Tom from Rising Tide Financial Services worked tirelessly with us over a long period of time to ensure we were eligible for a loan. He was patient, made regular contact and kept all the commitments he made to us. Even when the banks were making it difficult her worked tirelessly to ensure our refinance was ready to go. We are now saving a significant amount of money.

Matt and his team at Rising Tide have looked after us for over 5 years now and we couldn't be happier with the service we have received. We are always kept up to date with regular catch ups. Its a personal service that you don't always get these days.

Tom was the perfect mortgage broker for me when buying my first home. He explained everything very clearly (without being condescending!), and considered the broader context of my future financial situation/the market when helping me assess my options. He was super responsive and easy to communicate with, and consistently kept track of all the administrative details. Also just a friendly, nice person. Would definitely recommend.

Really happy with the service Ali and the team continue to provide.

We have been with rising tide for the past 5 years and are more than happy with the service. They handle all of our financial needs with absolute professionalism but at the same time make it an enjoyable/ fun experience that you wouldn't find in the normally "dry" world of finance. Well done to Chris , Matt and Sam for a great experience.

My partner and I were referred onto Rising Tide by a friend and we cannot thank them enough for their recommendation. Our loan was a tricky one and throughout the whole process we were made to feel at ease and completely confident that we would secure an approval. For each of our two seperate loans someone came to our house in their own time to sign our documents as we worked business hours ourselves. On top of that when we found a property we were interested in, Sarah sent us through a property history review within the hour! The whole process was seamless and such an easy experience for our first home purchase. I will continue to use Rising tide for all our financial matters and be recommending them to all friends and family. Thank you again Sam and team for all your help!!