Rebecca Pritchard

Rising Tide Financial Services

Gold
7 Yrs Experience
Docklands, VIC 3008
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!”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

We believe in a membership approach to financial advice, where we are free to adjust your advice as needed on a regular basis.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 25
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Finance)
  • Language spoken
    • English

Rising Tide Financial Services

Waterfront City, 108 New Quay Promenade
Docklands, VIC 3008

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
25 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 25

Sort by

5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

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

"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."

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

"Working with Rebecca at WE has given me a greater amount of understanding and confidence in my current financial situation and helped me to create a roadmap for growing wealth in the future. Rebecca has a unique ability to make you really think about what a life true to your goals and values looks like for you, and then provides a variety of options and potential outcomes, empowering you to take control of your life and financial plan."

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

"Bec is well in tune with her clients. She possesses a high level of emotional intelligence that sets her apart from a financial advisor that 'just talks numbers'. Bec keeps me focused on the bigger picture and what's achievable which I was desperately in need of when I became a client."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bec has been awesome to work with. She is extremely proactive in helping us achieve our goals and is constantly finding ways to help us. She has taken our 'money' stress levels from high to low and has allowed us to live the life we want to live."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rebecca has been my financial advisor for a year and a half now. When I first met Bec, my debt was on an incline along with my stress levels and in my eyes, there was no way out. Not only did Bec save me from that situation getting more out of hand but she continues to help eleviate this pressure by setting me up for success in a real life, realistic, no nonsense manner. I’m looking forward to see what else we can achieve."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I cannot speak highly enough of Rebecca. She’s on top of everything and has bridged the financial education gap my husband I were suffering from. We were floundering and now we have a clear path forwards. Thank you, thank you, thank you!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rebecca is an amazing advisor. I have always been dubious of financial advisors, but Rebecca has put all of my fears to rest with her way of working out my values and goals, and then being open about the options available to me that will assist me reaching these goals and living in line with my values. I can't recommend her highly enough!! Do yourself a favour, and get yourself a great advisor!!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

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

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

Qualifications & Training

Bachelor of Commerce (Finance)

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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