Matt Hale

Rising Tide Financial Services

Platinum
13 Yrs Experience
Docklands, VIC 3008
I’ve been at Rising Tide since 2007, it was my first job. A serious ride this far - I’m now the major shareholder. We work with people in Melbourne, who want to get their financial world in order. Normally we just help them get comfortable ‘ripping the band-aid off’. Mortgages, tax, life insurance & investing is our wheelhouse. Day to day I run the business - but I also get to spend lots of my week belly to belly with clients - to help them achieve the important things in their life through good financial management. Early days I completed a Bachelor of Commerce at Deakin Uni, but since then I’ve completed more specific financial planning related study. The textbook learning is important, but learning from human interaction is the part of my job is what I love the most. Away from work, Annie and I live in Melbourne not far from our Docklands office - we are also very lucky to have had our little son Max. Family is a big part of my life, but I do love sport and in particular footy, and am fortunate to have a close connection with the Carlton football club.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Charge fee for service, you'll know what you are going to pay before anything happens. Check out our website - risingtidefinancial.com.au

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 26
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce (Finance and Financial Planning)
  • Language spoken
    • English

Rising Tide Financial Services

Waterfront City, 108 New Quay Promenade
Docklands, VIC 3008

Opening hours

  • 7:00am – 7:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
26 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 26

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4.75

"Matt's advice has always been clear and helpfully tailored to our needs. He has been easy to contact and supportive during discussions around planning for the future. Matt's help has enabled us to diversify our investments and create holistic financial plan for the future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has given me advice in Income Protection and Insurance, also advice on achieving my goals to early retirement with my superannuation. Investing my super in the best funds to maximise results without taking big risks. Matt is always prompt to respond to my calls and his knowledge makes me feel confident to trust him reaching my goals."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has given me advice in the areas including- Selling or retaining shares that I have in Telstra & Aurizon Qld Rail, discussion re holiday letting of my Barwon Heads property in the near future so as to receive income, whether to increase my pension payment from my Superannuation (Macquarie). Matt as per usual was able to answer all my questions and concerns. I feel Matt wholeheartedly gives me the care and attention at all times. Although I have no great fortune I know that I am in the capable hands of Matt and I am always confident that is advice and knowledge is beneficial to me."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a long standing client, I was introduced to Matt early is his career. Matt has provided many years of sound and reliable advice, and always at the forefront is Matt's undeniable empathy, caring and attention to ensure the best outcomes. I have enormous trust in Matt of my financial management and recommend him and his approach highly."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has given me advice on where to invest my superannuation funds so as I can prepare for retirement in the next few years."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Matt has helped us re finance and access the equity in our home to purchase an investment property. The process is a lot more complex than we thought but Matt and his team set up and made sure everything was structured correctly in a way we could never have done on our own, he was always available when we had questions and happy to help through out. Much appreciated :)"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt gave me great understanding in several areas. Firstly super, being able to save me in fees. He also is helping me with home loan, where he has involved more of his team also."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely knowledgeable individual with an unbelievable attitude towards helping others"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has been an outstanding support to Amelia and I. His personal insurance and financial planning knowledge is only matched by his passion for it."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has been extremely helpful educating me on all aspects of finance, managing my money, home loans, tax and continually giving me support when needed. He breaks it down in a way that is simple and that you can understand and be confident and comfortable managing your money. I couldn’t thank him enough and would highly recommend his services."

  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2008

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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