Rising Tide Financial Services stands out as a leading provider of comprehensive financial services in Melbourne, led by the expertise of Matt Hale, the Senior Financial Planner and Director. Boasting over 12 years of experience in the financial planning sector, Matt brings a wealth of knowledge and versatility across a broad spectrum of services. Known for his diligence, dedication, and determination, Matt is unafraid to pose challenging questions, aiming to guide clients toward the best decisions for their financial future. The firm specializes in crafting detailed financial plans and offering tailored tax advice that aligns seamlessly with the lifestyles and aspirations of its clients. With a multi-award-winning team of financial experts, Rising Tide Financial Services has been dedicated to serving the financial needs of young families and professional clients for over 17 years. Their commitment extends to assisting business owners, first-home buyers, professionals, young adults, and families to strategically manage their diverse financial needs. The Rising Tide team is proactive in communication, ensuring that marketing and promotional offers are customized to individual preferences. Dedicated to providing strategic financial support, Rising Tide Financial Services caters to Melbourne, Port Melbourne, Docklands, and Yarraville clients.
UNIQUE FACTS:
• Free Half Hour Intro Call.
• Online Appointments.
• Free Home Loan Health Check.
• Financial Experts.
3 Best Financial Services in Melbourne, VIC
Expert recommended Top 3 Financial Services in Melbourne, Victoria. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
RISING TIDE FINANCIAL SERVICES REVIEWS
I recently engaged Sam Jewell and the team at Rising Tide after a recommendation from a friend to assist with our financial planning. The team have a genuine commitment to helping me and my family achieve our financial goals. Sam took the time to properly understand our current financial situation as well as our families goals for the short and long term. Sam and the team's knowledge and advice has so far been very impressive and we look forward to continuing to work with them. Thanks again RS.
It has been a great experience working with Christine and the Rising Tide Team. From the initial meeting Christine understood what was important to us which made us feel really comfortable, knowing that our strategy is putting us on the right track for our goals. Christine is a great communicator, always willing to pick up the phone when we have questions and explaining things in a clear and concise way. Looking forward to kicking a few more goals with the support of Rising Tide!
Christine Dang has been my financial adviser for several years now. She is professional, knowledgeable and most importantly, builds a relationship of trust and genuine care for you as an individual. Her advice is pragmatic and considered, reflecting your personal circumstances as well as individual life goals, both financial and non-financial. I can highly recommend her, and Rising Tide.
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Verse Wealth Pty Ltd, an independent financial advisory firm in Melbourne, provides personalized guidance and advice for wealth, happiness, and financial freedom. Positioned as a new-age financial advice company, they aim to assist individuals in living their best lives. Corey Wastle, the CEO, founder, and financial adviser, leads the team, including financial advisers Daniel Donovan and Ashley Bishop. At Verse Wealth Pty Ltd, the group takes a holistic approach, managing every aspect of your economic life by connecting you with the right experts at the right time. Their experienced team is committed to helping you address financial concerns, build resources, and save time and energy. Utilizing independent research, analysis, and ratings, they ensure that your assets are in trustworthy hands. The firm aligns your strategy and choices with your values and intentions, guiding decisions that optimize your finances and your entire life. Verse Wealth Pty Ltd believes achieving a positive feeling about your financial life is within everyone's reach. They strive to identify and replace stresses and worries with confidence and clarity. Offering a free video session to schedule and prepare for two sessions with a Verse Financial Adviser, they extend their services beyond Melbourne to clients in areas such as Kew, Richmond, Prahran, Malvern, Brighton, South Melbourne, Albert Park, Elsternwick, Port Melbourne & surrounding regions.
UNIQUE FACTS:
• Free No Obligation Meeting.
• Online Appointments.
• On-site Services.
• Uniquely Personal.
• Best Advice & Guidance.
Specialty:
Award:
Contact:
Working Hours:
Sun: Closed
TBR® Inspection Report:
VERSE WEALTH REVIEWS
We cannot speak more highly of our dealings with Verse. Josh was an absolute pleasure to deal with. Josh was extremely helpful and answered any questions or concerns we had very quickly. We were never left waiting for an email or call back. The service really felt personalised, and we really felt like Josh and the team understood our position and how best to help us, so that we can be more financially secure in the years ahead. We were very surprised by making a few simple changes how much better off we would be in the future, compared to had we not contacted Verse at all. The whole process was very easy and well set up, and we feel that we could always go back to Josh and his team if our situation changes, and we needed more support. Overall we are so pleased we made the decision to work with Verse and Josh in particular. Thanks Josh and the wonderful Verse team.’’
We were slightly cautious at the start because one hears so many stories about bad financial advisers. From the start, though, it was very apparent that Verse Wealth was a very professional operation. We quickly found rapport with our individual adviser - Stevie-Jade Turner - and have greatly appreciated her advice and that she 'gets us'. The modelling is fantastic, allowing you to see different outcomes depending on the choices you make. We cannot recommend Verse Wealth highly enough.
Being a new client this year and meeting Lucy who has helped me with my financial goals has been a great experience and I feel on track again. It’s like a one stop shop as meet Tim through Lucy for my mortgage requirements and Tim has been such a great help throughout the process. I would highly recommend family and friends to Verse Wealth!
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Pursue Wealth Pty Ltd, under the guidance of Director and Financial Adviser Josh Wingrove, is dedicated to helping you plan your financial future and achieve your dreams through a comprehensive range of services, including financial planning, mortgage broking, and accounting. The team collaborates with clients to establish short, medium, and long-term goals, ensuring a strategic plan is in place to keep them on track for success. Pursue Wealth Pty Ltd provides innovative financial advice that not only promotes financial freedom but also supports a balanced, enjoyable lifestyle. Their approach emphasizes education and empowerment, ensuring clients understand their current financial position and have a clear plan for achieving their objectives. Throughout the journey, the team is there to offer advice, review progress, and celebrate achievements. Pursue Wealth Pty Ltd has developed a unique five-step process to delve into your dreams and collaborate on a personalized plan that aligns with your aspirations. Financial planning is prioritized to avoid being relegated to the bottom of the list. The team helps clients make informed decisions about their future, ensuring they don't suffer from post-online shopping decision regret. Consultations are designed to harmonize both personal and financial goals, allowing clients to embark on the life they desire, on their own terms.
UNIQUE FACTS:
• Award-winning Team.
• Online Appointments.
• On-site Services.
• Motivated & Genuine.
• Fun & Inspiring.
• Professional.
Specialty:
Award:
Worldwide Finance Awards – Mortgage Broker of the Year (Winner) – Pursue Property, 2020
Young Leaders in Finance Awards- Thought Leader of the Year (Winner)- Sam Robinson, 2018
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PURSUE WEALTH PTY LTD REVIEWS
We had such a great experience with Pursue Wealth when buying our first home. They were incredibly helpful and made the process so much easier for us. Their team was genuine, down-to-earth, and truly had our best interests in mind. We felt supported and confident throughout the entire journey. If you're looking for a trustworthy and friendly team to assist you with your home buying needs, we highly recommend Pursue Wealth.
We have worked with Sam, Josh, Brad and the team at Pursue for about 3 years and have recently bought our family home. Their knowledge and advice saw us boost our savings considerably even whilst having 2 children and moving across the country and has given us piece of mind that our financial decisions were very well guided. Thanks guys and we look forward to continuing to work with you!
Pursue Wealth have provided us with helpful advice and have been a pleasure to work with. We enjoy speaking with the team and find their advice to be easy to understand. They are always happy to make time for us when we have questions.
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