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.
Charge fee for service, you'll know what you are going to pay before anything happens. Check out our website - risingtidefinancial.com.au
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.
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.
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.
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.
Matt has given me advice on where to invest my superannuation funds so as I can prepare for retirement in the next few years.
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2009
- Years of experience 15
- Bachelor of Commerce (Finance and Financial Planning)
Rising Tide Financial ServicesGround Floor, 470 St Kilda Rd
Melbourne, VIC 3004
- 9:00am – 6:00pm Monday – Friday
- Video call
Amp Financial Planning Pty Ltd