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 managing director.

We work with individuals & couples who are likely to be tackling any or all of the following in the next few years - buying & selling property, looking to invest, families, school fees, travel & wanting to keep an eye on their retirement goals.

Goals-based advice, mortgages, super, life insurance & investing are our wheelhouses.

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. Textbook learning is important, but learning from human interaction is the part of my job is what I love the most. Recently I completed the Australian Institute of Directors course inDirectorship.

Away from work, Annie and I live in Melbourne not far from our Docklands office - we are also very lucky to have had our amazing little kids Max & Rosie.

Family is a big part of my life, but I love sport, particularly footy, and am fortunate to have a close connection with the Carlton football club.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Growing Assets
My fees
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 4.95
  • 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

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706