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Maree, under 35 years, Melbourne, VIC
"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
Emily, 35 - 45 years, Brighton, SA
"Rebecca was professional, friendly, took the time to listen and understand my situation and goals."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Property Investment
- Cashflow & Income
- Borrowing
- Growing Assets
- Budgeting
Ange, 35 - 45 years, Yarraville, VIC
"Rebecca has been an outstanding financial adviser for us. She really takes the time to listen and tailor her advice to our unique needs, thoughtfully balancing my partner’s and my different attitudes toward money. Her approach is goal-based, practical, and achievable, giving us confidence in the plans we are building together. We highly value her expertise, insight, and the genuine care she brings to helping us reach our financial goals."
- Superannuation
- Insurance Protection
- Managing Debt
- Shares & Investments
- Growing Assets
Tom, 35 - 45 years, Melbourne, VIC
"Having worked with Rebecca over a number of years, it’s always a motivating, self esteem lifting conversation speaking to her. There has never been a time we have been disappointed with the information, suggestions or advice from Bec.
We come out of reviews with Bec and her team, inspired to keep working towards our goals, confident that we are on the right path, or that our path has been re-calculated for the better, and always with a smile on our faces."
- Superannuation
- Insurance Protection
- Managing Debt
- Shares & Investments
- Property Investment
- Cashflow & Income
- Socially Responsible
- Tax Strategies
- Growing Assets
- Budgeting
Review history
Tom, under 35 years, Parkdale, VIC
"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."
Jen, 35 - 45 years, Mornington, VIC
"Very thorough and always flexible with our goals and what we want to achieve. An absolute pleasure to work with and we are very grateful for her advice and input"
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Shares & Investments
- Property Investment
- Cashflow & Income
- Growing Assets
- Wills & Estates
- Budgeting
Louise, under 35 years, Coburg, VIC
"Rebecca was great from the start, asked all the right questions and quickly understood what we wanted to achieve. From there it was a really smooth experience in finalising our advice and implementing it. Over the last few years she has supported us to be able to achieve a number of large short term goals (first home, wedding/honeymoon and planning for kids) without losing focus on our longer term financial goals. I have already recommended a her to a number of friends and wouldn't hesitate to again in the future."
- Superannuation
- Insurance Protection
- Cashflow & Income
- Socially Responsible
- Tax Strategies
- Growing Assets
- Budgeting
Eliza, 35 - 45 years, Northcote, VIC
"Rebecca is a phenomenal advisor! She was recommended by a friend and I’ve now recommended her to multiple people who are now also clients! I love that she started with our goals before providing advice and did not at all look to sell us additional services. The advice was personalised and thorough. I would certainly recommend Rebecca and team at rising tide to anyone looking for financial advice!"
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Shares & Investments
- Property Investment
- Cashflow & Income
- Tax Strategies
- Growing Assets
Ashlee, 35 - 45 years, Melbourne, VIC
"Rebecca is fabulous at explaining the most complex concepts in a simple and fun way. Rebecca provides thorough and practical support at our yearly review and planning sessions and is extremely responsive when unexpected questions or issues come up throughout the year. Rebecca’s passion for helping her clients to better manage their finances makes her a joy to work with."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Shares & Investments
- Property Investment
- Cashflow & Income
- Socially Responsible
- Growing Assets
- Wills & Estates
- Budgeting
Review history
Ashlee, under 35 years, Woodend, VIC
"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."
Alison, 35 - 45 years, Camberwell, VIC
"I found Rebecca so reassuring during our first meeting (I’d never seen a planner before), and put me at ease. A couple of years down the track I know I’m in great hands - I don’t worry about my money or future - I just do the plan as she set out and know that my future is secure. My confidence levels in making smart financial decisions has gone way up, and I feel in control.
I also know that if I do have a question or concern she will be there to answer it - and if there something I should know or do the team at RT will proactively contact me.
I have recommended Rebecca to both family and friend already and couldn’t be happier with the service I get."
- Superannuation
- Insurance Protection
- Managing Debt
- Property Investment
- Cashflow & Income
- Wills & Estates
Julia, under 35 years, Indooroopilly, QLD
"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."
- Superannuation
- Insurance Protection
- Shares & Investments
- Cashflow & Income
- Growing Assets
- Budgeting
Jodie, 35 - 45 years, Campbell, ACT
"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
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
- Shares & Investments
- Property Investment
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting