RISING TIDE FINANCIAL SERVICES
Waterfront City, 108 New Quay Promenade, Docklands, Melbourne, VIC 3008 Directions
Since 2011
Here’s The Deal:
"Rising Tide Financial Services has the leading financial experts in Melbourne who provides full financial services to clients. Their multi-award winning team of financial experts have been servicing the financial needs of clients for over ten years. Matt Hale, Sam Gawenda, Sam Jewell, and Rebecca Pritchard are senior financial planners at the Rising Tide Financial Services. They specialize in producing detailed financial plans and tax advice that completely suits the lifestyle and aspirations of their clients. Their team is committed to supporting business owners, professionals, first home buyers, young adults and families to handle all your financial needs strategically. You can book your free one-hour consultation. Rising Tide Financial Services serves clients over Melbourne, Port Melbourne, Docklands and Yarraville."
SPECIALITY:
Superannuation, Financial and Retirement Planning, Personal, Trauma and Life Insurance, Income Protection, Planning Your Life Goals, Wealth and Debt Management, Income Strategies, Property Investment Advice, Tax Minimisation, Accountants & Mortgage Broking
ABN 27 479 269 548 | License #232706
TBR® Inspection Report:
VERSE WEALTH PTY LTD
Hub Southern Cross, Level 2, 696 Bourke Street, Melbourne, VIC 3000 Directions
Since 2015
Here’s The Deal:
"Verse Wealth Pty Ltd is an independently owned financial advisory firm in Melbourne that provide personalised guidance and advice for wealth, happiness and financial freedom. They are a new-age financial advice company, assisting people in living their best life. Corey Wastle is the financial adviser, CEO and founder of the Verse Wealth Pty Ltd. Daniel Donovan and Ashley Bishop are financial adviser at the firm. The team manages your entire financial life by surrounding you with the right experts at the right time. Although they are based in Melbourne, they have clients travel to their office or attend video sessions from all over Melbourne including, Docklands, Southbank, Port Melbourne, South Yarra, Toorak, Prahran, South Melbourne, Albert Park, North Melbourne, East Melbourne, St Kilda, Elwood, Richmond, Brighton and Hawthorn."
SPECIALITY:
Investing, Tax, Retirement Planning, Cash Flow, Wealth Management, Investment Advice, Financial Coaching, Insurance, Debt Management, Strategy for Contribute to Super, Pay Debt, Buy a New Home, Start a Business & Sell Assets
ABN 16 606 594 290
TBR® Inspection Report:
PURSUE WEALTH PTY LTD
174 Cecil Street, South Melbourne, Melbourne, VIC 3205 Directions
Since 2015
Here’s The Deal:
"Pursue Wealth Pty Ltd helps to plan your financial future and achieve your dreams. The team provides innovative financial advice that inspires its members to achieve financial freedom while balancing a fun, fulfilling lifestyle. Sam Robinson and Josh Wingrove are wealth directors and financial advisers of the Pursue Wealth Pty Ltd. The team has over nine professional to provide excellent financial services. They specialize in providing wealth management. They help you obtain a complete understanding of your current financial position and produce a clear plan of what you want to achieve; they will be there along the journey to advise, review your plan and celebrate when you have won."
SPECIALITY:
Budgeting, Estate, Superannuation, Retirement and Lifestyle Planning, Personal Protection, Education Funding, Tax Minimisation, Cash Flow Analysis, Long Term Savings, Mortgages, Investments & Portfolio Management
Young Leaders in Finance Awards- Thought leader of the Year (Winner)- Sam Robinson 2018
ABN 65 006 373 995