Sam Jewell

Rising Tide Financial Services

4.75
4 Reviews
Silver
7 Yrs Experience
Docklands, VIC 3008

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Initial goals setting & discovery session - no cost. The initial project we do can be anywhere from $3,500 - $6,600, depending on the complexity of the advice. Ongoing advice relationships start from $299 per month.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.75
  • Number of reviews 4
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Rising Tide Financial Services

Waterfront City, 108 New Quay Promenade
Docklands, VIC 3008

Opening hours

  • 7:00am – 6:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706