Sam Jewell

Rising Tide Financial Services

Silver

10 Yrs Experience

Melbourne, VIC 3004

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I’ve been working in the financial services industry since 2014, and have been fortunate to land at a business with values that I share, and a culture I enjoy.

Helping my clients to get on top of their finances, and plan out their goals is a rewarding process – bettered only by seeing them achieve those goals.

I grew up with a very close family, but we weren’t blessed with a considerable amount in the bank, the primary reason I looked to get into financial planning. Having navigated some big financial & life decisions decision in the last few years, I feel like that’s provided me with a more rounded approach to helping clients.

The majority of my work is with time-poor singles and couples, that often develop into young families with more moving parts & less time to stay focused on their goals.

I work predominantly with my clients over zoom, but when the opportunity arises, it’s great to sit belly to belly with them.

I fundamentally believe that you need to get a grip on your cash flow, and put some solid foundations in place before reaching for the stars – but everyone can get there with a bit of hard work.

Superannuation
Insurance Protection
Shares & Investments
Cashflow & Income
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Click here to lock in a free intro call - https://calendly.com/d/cnn-mv4-23k

5.00 May 2025

We've been a client of Sam's for a few years now after being recommended by a friend and couldn't be happier with the service we've received. He's incredibly responsive, friendly, and genuine - never making financial conversations feel overwhelming or complicated. Over the years, our financial circumstances have changed, including an international move and Sam has adapted our financial plan smoothly with each situation. He even went above and beyond to help us research the tax implications of our investments and insurance while living abroad and spoke directly to our tax accountant to ensure we were all on the same page. We would highly recommend Sam.

5.00 May 2025

Sam is an extremely good financial advisor that I have been dealing with for over 10 years. He takes the time to explain financial matters that I find complex and always goes to that next level to assist with my financial stability. He is very personable and great for a chat about anything. I will continue to use Sam for many years to come.

5.00 May 2025

It has been wonderful to work with Sam over the past 5 years, he has taken the time to understand my circumstances, goals and aims for future. He has then tailored a financial plan to help me achieve these, including buying a house and growing my family.

He has helped me understand what insurances I need and what is covered through my work. He has helped consolidate my superannuation and move to a fund that worked better for me.

Feel in control of my finances thanks to Sam.

5.00 May 2025

At the risk of giving Sam a “ big head” he is faultless. He seems to be responsive at any hour of any day. He’s most reliable and easy to talk to. Very co-operative with all my requests. Delegates where necessary. Only let down, he won’t cave in to being the proud owner of a Saint Bernard🤪 nah only joking, Sam is fabulous👍🏼

5.00 May 2025

We highly recommend Sam Jewell and the team at Rising Tide. Sam has been fantastic to deal with, understanding of our needs, setting up and executing a plan to help us achieve both our short and long term financial objectives. Sam is easy to work with, highly efficient and very knowledgeable. Working with Sam will be one of the best financial decisions you will make.