Rising Tide Financial Services Reviews

We received nothing but an extremely professional service from the team at rising tide, we would highly recommend them to anyone. Very friendly and efficient among knowledgable which lead us to a wonderful outcome of having everything done all in the one place! Thanks Guys.

Braden and his accounting team are second to none. I am so impressed with their service I have recommended multiple family and friends. Highly Recommend! Thanks Braden.

Thanks to the team at rising tide, my family and I, are well on our way to a secure, financial future!
Thanks again, Sam, Matty and Braden. We want to give a special thanks to Tom, for going the extra mile in helping us get the finance together for our new home.
We couldn't be happier!

The team at Rising Tide have been very thorough and helpful in working with us on restructuring our finances and improving cashflow. All queries have been answered promptly and in detail and each team member has been friendly and positive. Definitely a good experience, and looking forward to following through on their recommendations.

Everyone we have dealt with at Rising Tide has been super helpful and friendly. Their advice is always clear and easy to understand. If you are looking for financial advice then don't hesitate to give this company a call. Shout out especially to the two Sam's, you guys rock!!

Great service and friendly staff. Happy to be with them!

After a recommendation from friends, my partner and I contacted Rising Tide for home loan advice. Tom and Rising Tide were easy to approach and very flexible in making things work to our schedule. Tom was excellent to deal with and was always available for a chat or to answer any questions day or night (or while he was on holidays!). His ability to provide advice and understanding made all the difference to my partner and I. If you want some quality people and advice, give them a call!

My husband and self have been working with a Braden for the last 4 years. We are impressed with their professionalism, sound knowledge as well as the no fuss experience. Recently we used Braden to assist with setting up our own trust and company. Being new to this space , Braden ensured i understood the concept well and made the whole end to end up setup of the company as well as the bank account a seamless experience.

Thanks to the team at Rising Tide my finances are all in order!! Owning my own business I have a lot of requirements that need to be met. The team were quick to give me sound advice and I m forever in their debt. They are passionate about not only offering support but doing so in an easy to understand manner!!! Thanks so much for all your help!!!
Lauren- Small Business owner

Dealing with Rising Tide is just brilliant, Sam, Tom & Braden have 100% improved and streamlined our families finances, tax services and insurance products.
We recommend them to everyone we know!

Sam assisted us with purchasing our 2nd property. He was professional, knowledgeable and listened to our needs and delivered them. Sam and his teams follow up and assistance was outstanding!!

Sam from RT is a personable guy with considerable industry knowledge which allows for a comfortable discussion, on all things finance, without any pressure.

Such a professional and informative service Rising Tide provides. From the initial consultation, every staff member we ve dealt with has gone above and beyond to ensure our every need was met. Cannot speak more highly of them, and I d definitely recommend them without any hesitation.

Sam and his team gave me excellent advice and looked after my needs throughout the application process, best of all they found me a great deal. They maintained excellent communication and made refinancing so simple and easy, I would highly recommend their service.

The team at Rising Tide are brilliant. Not only are they great to deal with and relatable, they are brilliant in their respective fields. I've used them for financial planning, accounting, insurances and super and have recommended them to all my friends. Keep up the good work boys!

Sam and Dimitri at Rising Tide made the whole first home buying experience so positive and approachable. Absolutely thrilled with the experience!

Sam and the rest of the team at Rising Tide not only became my mortgage broker but a partner on my journey to achieving my financial goals. The care and follow up work was second to none and they made me feel comfortable in some of the biggest decisions that I'll ever make. Thanks to Sam and the rest of the team!

Sam took the time to investigate our situation and offered us a service that was tailored to our needs. We are very happy with the service provided to us by Sam and Melanie and they were very patient with us even though there were several bumps in the road. Gemma.

Thank you to the Rising Tide team for helping us purchase our first home. Sam went above and beyond in ensuring we were informed every step of the way. We found the team to be professional and knowledgeable. We would highly recommend Rising Tide.

The guys at rising tide have been pleasure to deal with over the past months. Tom and Ali have helped me purchase my family home and the experience has been excellent. I'm very pleased with their professionalism and Will always recommended these guys.

Thank you Tom & Ali

Great crew and very good knowledge! After working with different morgage brokers in the past, Rising Tide is by far the best one I have ever worked with. I can only highly recommend the guys. My next loan appliacation will go through Rising Tide again, to 100%. Well done team!

Good people and straight advice for you to think over. Similar experiences to discuss and compare. No pressure.

Couldn t recommended Rising Tide Finacial enough... very professional and helped with all our questions.
Very easy to deal with and made everything easy for us! Thanks heaps!

I had great dealings with rising tide. They were patient, responsive and provided a great outcome for my needs

Highly recommend Rising Tide!! Sam and Kate were fantastic to deal with from start to finish! Their services are professional, personable and second to none. With their competent advice and regular contact you can feel reassured that you re in good hands with these guys!!

Have provided invaluable advice and assistance for our hospitality business. Would recommend for both small business and individuals.

My husband and I have been customers of Rising Tide for at least 6 years and we've found their service offering improve year on year. The team are very professional and have a personable approach when getting to know their clients. Rising Tide have been awesome in sorting out our mortgage, life insurance, income protection and this year will be doing our tax returns for the first time! We'd highly recommend Sam J and Sam G to our friends and acquaintances.

Sam and his team have been brilliant with our home loan application working with us for over 12 months to get what we needed. Being a small business owner it was a long process, but for Rising Tide nothing ever seemed to hard or an effort. Would highly recommend.

Couldn't be more happier with the service at Rising Tide, Sam J goes above and beyond to explain and help you achieve your goals. I have put the pressure on him for a early retirement plan and he hasn't disappointed. Wouldn't hesitate in recommending him.
Thanks again Sam J
Cheers Pat

Excellent service - Matt helped me navigate a difficult situation to perfection! Very happy!

Sam and his team have been amazing to work with through the entire process of obtaining our home loan. Extremely professional, always happy to take the time to answer our queries and went above and beyond to support us.

The team at Rising Tide were extremely helpful and efficient in lodging my tax return. I m very impressed and satisfied with the level of service I received. Thanks team!

Great team who are always so responsive to questions and genuinely interested in the success of your business. Highly recommend

Entire team has been amazing to deal with over the last 2 years. They have provided sound advice to significantly improve our finances and always go above and beyond. Really grateful for their work - highly recommend!!

We're Australian residents living overseas. Braden from Rising Tide has provided excellent advice and tax strategy that has helped to ease our compliance burden and save us money. I would certainly recommend Braden and the team.

My husband and I first met with Sam Gawenda from Rising Tide to arrange for a home loan, but in the process we have received so much more. Not only did Sam and his colleague Sarah Neill do a fantastic job with arranging our home loan, but they have helped us along the way and given us advice that's suited to our situation and helped set us up for life. Thank you so much Sam and the rest of the Rising Tide team.

They look after Finance and Insurance for me. Sam and Matt make the experience hassle free and scored me a great deal so I'm a happy camper. Highly recommended

The team at Rising Tide were very professional and extremely personable. Sam guided us through the basics and then explained the advantages and disadvantages of particular structures and products for our circumstances. His advice was comprehensive and tailored.

Sam and the team were incredibly responsive and took care of all the hard work, including research, calculations, negotiating with the banks and completing the paperwork. They even came to our house on a Friday night to explain the mortgage contract and witness our signatures.

We are very pleased with the deal that Sam secured for us and thoroughly enjoyed dealing with the team. Can't recommend them highly enough!

Our recent experience with Rising Tide was unreal. They assisted us in re-financing our home to enable us to sell and buy in an extremely short time-frame at the beginning of a pandemic. Very grateful for the hustle!

Very well managed refinancing process. We felt well-supported and informed throughout. Thanks team.

A big thank you to the Rising Tide team for their friendly service and expert support. They have reviewed our finances with some significant savings across super and home loans, making the process straight forward and easy to understand. The RT capabilities are only getting better!

Sam and the RT team helped so much with purchasing our first home. The advice he gave has already proven to be outstanding and the approval and settlement of our loan was seamless. I wouldn t go anywhere else!

Entire crew have been fantastic over a range of different questions my wife and I had about our finances. We re able to significantly improve our financial position in a short period of time with no fuss. Can t speak highly enough of this company and the people that work there. Very thankful!!

I came across Rising Tide while searching online a financial service and decided to give it a go. It turns out my best decision as they not only fixed my home loan problem and also got it sorted within 3 weeks to meet the settlement date. That is absolutely amazing !!! love it, I was REALLY worried at the time when the previous broker got stuck. Their service is professional, high standard and beyond my expectation. So happy to have them on my side for property investment journey. Definitely come back and recommend to family and friends.

Can not recommend the team at Rising Tide enough! They helped us get into our own home doing everything from start to finish making the whole process super easy. Now 3 years on they are back helping us continue to better our future. They are friendly and really understand what needs to be done to achieve any goal you may have. Thanks heaps guys!!

Tom is a superstar, Looked after me with great service

Rising Tide helped me and my husband organise our Super. Very professional and highly recommend.
They treat you like a friend and not a number and always available anytime of the day to answer financial questions.

All details were kept simple for us to follow and make educated decisions on what best suited our needs. We all so liked the casual environment, that we were made to feel that we were getting the best options for our needs while maintaining a personal approach to the service. Cheers Ben & Ebony

Rising Tide (Tom, Kate, Sam J) did a fantastic job recently helping us negotiate the finances surrounding our house move and new mortgage, as well as help with our financial management and planning. Great work team!

We recently moved our business accounting to Rising Tide. We are extremely happy with their service and will continue with them because of their exceptional quality of work, and their friendly and knowledgeable staff.

Friendly, knowledgeable staff who are regularly checking in to understand how to best support your circumstances.

I can not recommend these guys highly enough.
We have just refinanced to a better home loan option with our investments also and Sam could not have been more helpful if he tried. even with my OCD questions! He was never too busy to take a call or respond to emails.
The general feel of the company is what attracted us to them, gone are the days of stuffy accountants!
Keep up the great work! Looking forward to working with you more in the future.

Great bunch of financial professionals who act in the interest of client needs. This company will handle your financial portfolio in a office environment at Docklands second to none .

Thank you too the all the crew at Rising Tide. They did absolutely everything they could and more for me to get the best rates when refinancing my hone loan. They gave me great options to choose from that best suited my lifestyle to begin the renovations on my property. Made it very easy and smooth whilst I was still able to goto work every day with no stress at all. Could not recommend these guys highly enough. Thanks Rising Tide for your on going support. Looking forward to working with you guys again.

Billie

Great to work with both Tom and Kate they were very professional and accommodating throughout the process.

We've been with Rising Tide for many years now and they've done an amazing job looking after our finances and family needs. With their expert help and guidance we just bought an investment property which is something we never thought possible. Matt, Sam and all of the team are wonderful and we trust them to make the right decisions for us.

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.

Sam took the time to really understand our needs and provided us with a number of scenarios to help us achieve our goals. He was incredibly accessible when we had questions or wanted to make changes and nothing was ever too hard. He has changed our opinion of financial advisors!

Rising tide have met all my needs, couldn t be happier, thanks boys.

Nothing but positive things to say about Rising Tide. Everyone at RT has been incredibly helpful over the past year we have been with them. They are professional, reliable, personable and good at what they do. They have been incredibly helpful getting us into our first home and organising finances and insurances. A pleasure to deal with.

Fantastic experience with the whole team at RTFS. Sam recently renegotiated my mortgage rate for me and achieved a fantastic rate and result. I trust the whole team with all my financial activities as they make you feel like family!

The fantastic team at Rising Tide truly went above and beyond for us. They always worked around times and days that suited us, took calls or responded to messages regardless of whether it was out of 'working hours', and did all the hard work for us. There's no one else we'd rather turn to for our financial advise!

Rising Tide are extremely helpfull in all aspects of financial advice.
It is never a problem for them to give assistance on any subject pertaining to the running of our business. Thanks Rising Tide

We are so grateful to the team at Rising Tide. They were helpful and supportive every step of the way - from considering a purchase - to buying our apartment - finding the best loan - and settling the property. We had many scary moments during the process, issues with banks, solicitors, vendors, but the Rising Tide team always had our back and worked around the clock to ensure we had the best possible deal and a very happy home.

We've recommended anyone and everyone we know who needs financial services to these guys - and will continue to do so, as they continue to help and support us. Thanks team. Lucy, Richard & Shaun

The Rising Tide team were very professional and responsive throughout my dealings with them, i would recommend to friends, family and colleagues.

Highly Recommended - Tom DeFegely has been incredibly helpful throughout the process, he has always been patient, and responsive to our stresses and needs.
He helped us finalize our loan approval on time.
I will be recommending him if I come across any one who needs a broker.

Kate & Tom from Rising Tide have been absolutely wonderful in helping us secure a home loan to purchase our family home. They were always professional, informative and such a pleasure to work with. I would highly recommend their services.

Found this group after other accountants let me down. They sorted everything out and tailor made a package to suit my company's needs. I highly recommend them.

The team at rising tide are the absolute best! They helped me buy my first home and saw me through the biggest personal challenge of my life. I can not thank Sam, Tom and the team enough for all the help and support they've given to me over the past 3 years.

Very enjoyable to deal with. Would happily work with them again.

Sam and the team at Rising Tide have been extremely helpful, personable and efficient in helping us set up our retirement goals and ensuring our insurances are in order.

Sam is always happy to answer our questions no matter how menial they may seem, providing us with professionalism throughout his service.

Retirement here we come.....

Highly recommend the Rising Tide team - friendly, honest guys who have helped me make my financial dreams come to life. Also, they have a bar in their office, which is, you know, great.

I would highly recommend Rising Tide Financial Services to all of my friends and family. Sam, Sarah & the team have been so fantastic to deal with, they are professional, knowledgeable and passionate about what they do. They are also very accommodating in fitting appointments /phone hook ups outside of normal working hours, which we really appreciated! We can t thank you enough for all of your help and would recommend your services to everyone we know!

I sought out Rising Tide for Super and personal insurance advice and was extremely satisfied with the level of care and diligence shown by Matt and the team. I will certainly continue to use their services in the future

Sam and the Team at Rising Tide are outstanding. Their advice from initially planning to buy our first home, right through the search and eventual sale process was invaluable and I'd highly recommend anyone thinking about starting their property journey take an hour to meet with them first.

Thanks to the team at Rising Tide, who took care of our refinance, and helped us with strategies to focus on our financial goals.

Excellent service, highly recommend for everyone to give them a call!

I have worked with both of the Sam s to refinance our house (which helped us build a second storey) and change our superannuation and life insurances.
I am constantly recommending their services to everyone that needs as they are incredibly helpful, always follow up and when I forget to send back the paperwork on time giving me gentle reminders and being very patient!!
Great service couldn t recommend enough!!

Very happy with the professionalism and service of Sam and the Rising Tide Team. Worked hard to achieve the best possible outcome for a range of my financial needs and proactive in following up with any queries and advice. Excellent communication throughout the planning process. Highly recommended!

Very happy with the service my wife and I have received. The team have listened to our requirements and tailored their advice accordingly. Recommended.

Thanks to Matt and the team for their continued assistance. Always efficient and helpful with all queries.

The team at Rising Tide continue to exceed my expectations. Highly recommended. Down to earth, professional, and great communicators. I would not have been able to settle the purchase of a property without their assistance.

We contacted Rising Tide after hearing an interview on the ABC. What attracted us was that we didn't have lots of money to invest but we needed some good advice and planning for the future. In the radio interview they talked about getting people like us in for financial planning, so we knew they weren't going to fob us off. The team made us comfortable, the advice was relevant and the services are really affordable. We live in rural Victoria and the team have worked hard to make everything accessible. If you are like us and half thinking you should get some advice, get to it. Some little changes and a good plan will get you on the right path.

Have always been impressed with not only the professional attitude and customer service. But the genuine focus on delivering best outcomes

Would definitely recommend Rising Tide! The team are great and have been a huge help to us already.

Matt Hale and Stephanie Coutts were a breath of fresh air for me as for too many years my previous advisers had been sitting on their hands. From the outset they were on the front foot. They came to me for our appointments and were always quick to respond to any questions I had during the process. They made the changeover simple and I didn't really need to do much at all. Given I'm in my mid 30's they provided me with a common sense, evidence based approach for how my super should be invested. They're patient, organised, knowledgeable and excellent communicators and I couldn't recommend Matt and Steph more highly.

I had an excellent experience with Rising Tide. I dealt with Tom D for lending , Sam J for super & insurance and Kris for Tax. All very easy to deal with and made me felt like I was there number 1 priority.

Rising Tide turned the dream of owning our own home into a reality. Sam was always friendly and prompt to answer the multitude of questions we had. He guided us through the whole process with sincerity and a great depth of knowledge. I would highly recommend everyone to catch the rising tide!

Could not recommend the team at Rising Tide enough! They gave me the right guidance and a clear foot print of the track I wanted to walk on and before I knew it, I was in my first home and stoked! Big thanks to Tommy and Gianne.

I can't speak highly enough of Sam & Gianne. They made the process of obtaining a home loan easy and stress free. Both were available to promptly answer any questions I had, right up until settlement. Thank you both very much!!

Matt, Tommy, Braden and the team have helped us enormously with our first home, business financials and superannuation. They are efficient, professional and are always on hand for a chat. Great people, fantastic team and a terrific work ethic. I highly recommend Rising Tide and their services to anyone and everyone.

Rising tide staff are some of the kindest and welcoming people I've met in the business industry. Very welcoming and most importantly very good at what they excel in. Would recommend Rising Tide to friends/family and collegues. Always doing whats best for the client.

Great people - easy to deal with and great advice. Can't recommend enough!

Fantastic Professional Service, Looking forward to having a great relationship with the team for years to come, thank you Sam & Tom!

Smooth process for a complicated scenario. Rising Tide did a great job.