As a school kid, Rebecca diligently read the Dollarmite Club guidebook to figure out how to max her savings. At just eight she set a car fund in motion, and honed her financial fitness blitzing her friends at Monopoly.
So it’s no surprise that Rebecca is now a passionate and driven personal financial coach, bursting to help others to build wealth and live their best life.
“I find the creation of wealth fascinating. In fact it’s a borderline obsession!” she says.
Rebecca solidified her passion for finances with a Commerce degree at the University of Melbourne, followed by a few years in the corporate finance world at KPMG.
During that time, she was motivated to do more with her money, so she joined the Wealth Enhancers community as a member. WE’s philosophy of ‘Get Rich Slow’ struck such a chord that she jumped the fence to become a WE coach.
“It’s the path I was born to walk! I love allowing people to feel confident with finances and in control of their own destiny.”
Rebecca believes that building wealth should always be connected goals to keep people motivated and on track. She wants to open up the conversation about money, and get people excited about how they can make the best of their finances to have choice.
“Money, and the impact it has on your life and the wider community, can be a genuinely fascinating conversation!” she says.
This website stems from Rebecca’s unbridled enthusiasm to talk about financial wellbeing with her friends and family, and of course her much valued members.
“It’s a place where I’ll be sharing all the ideas I have for financial wellbeing, the experiences I see people go through with money, and the life issues that I ponder on the train in the morning!”
We believe in a membership approach to financial advice, where we are free to adjust your advice as needed on a regular basis.
I was recommended to reach out to Rebecca by a family member after expressing I was feeling rather ‘lost’ about my finances post buying an apartment. After our detailed chats, I feel Rebecca knows ‘where I am at’ and has developed a clear, strategic financial plan for me. She is so approachable and I feel I can touch base at any time with questions or concerns I may have. I really feel working with Rebecca has been one of the best decisions I’ve made in helping me establish structure for my financial future.
I found Rebecca engaging and highly knowledgeable. She gives considered advice and genuinely listens, being sure to align with your personal goals. Rebecca is responsive, considered and generous with her time. I have recommended her to many family and friends, and highly recommend her to anyone looking for an advisor with a heart. Happy investing!
Rebecca and the service she provides is second-to-none. I have, and will continue to refer my friends and family over to her. She worked through my cash flow, my budgeting, established my insurances, rolled me into a better super fund and set tangible goals. Without Rebecca's help I wouldn't of saved a deposit and purchased my first house earlier in the year. She is accessible, the voice of reason and has the emotional smarts as well as the financial ones to help me set my goals and manage my expectations. An A-class financial adviser.
Rebecca has been a fantastic source of advice and knowledge and has improved our financial knowledge and confidence immeasurably. Our position compared to when we started working with Bec is beyond what we could have imagined before we started and we owe it all to Bec. Bec has a great ability to impart her knowledge to us as millennial's, which provides us with confidence in ourselves and what we're working towards.
I couldn't recommend Rebecca high enough. She is an excellent financial advisor, who has the right mix of IQ and EQ to be able to understand your needs and give you best advice possible. She's also highly educated and her advice is never generic, but well thought out and always sound. Having been in the investment industry for the last 15 years, I still seek her advice on investment strategies and bounce around my thoughts, and always appreciate her portfolio approach to investing.
- Adviser status Gold
- Number of reviews 26
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce (Finance)
Rising Tide Financial ServicesGround Floor, 470 St Kilda Rd
Melbourne, VIC 3004
Amp Financial Planning Pty Ltd