Sam Jewell

Rising Tide Financial Services

Silver
11 Yrs Experience
Melbourne, VIC 3004
4.96
98 Reviews
5
4
3
2
1
4.94
Clear communication
4.96
Knowledge & expertise
4.98
Customer care
4.97
Likely to recommend
Showing reviews 1—10 of 98

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5.00

"Sam is a highly knowledgeable and engaging adviser who provides logical and easy-to-understand advice. He is proactive, incredibly responsive and has been fantastic to deal with. I’d confidently recommend Sam to anyone looking for financial advice."

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

"We have worked with Sam for over 10 years and he has been fundamental in our financial planning & strategy - from property buying & purchasing, insuring us for our growing young family, and setting us up in the best possible way to live the life we hope to. We have referred on many clients along the way."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has been an excellent adviser, I really appreciate his knowledge, support and dedication. He has set a consistent schedule to review plan. Provides feedback on time. I am happy with service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has been an excellent adviser and I appreciate his knowledge and dedication"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’ve been working with Sam as my financial planner for many years now, and I honestly couldn’t recommend him more highly. He’s played a huge role in helping me set up and stay on track with both my short-term and long-term financial goals.

What really stands out is how proactive he is, regularly checking in, reassessing my situation, and helping me pivot whenever life changes. It gives me real confidence knowing everything is being looked after so carefully.

Sam genuinely feels like my financial security blanket. On top of that, he’s incredibly professional, easy to talk to, and just a really nice person to work with. Five stars without a doubt."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’ve had the pleasure of working with Sam for several years, and I genuinely appreciate the care and dedication he brings to our relationship. Sam has taken the time to really understand my goals and what matters most to me, and his advice has always felt thoughtful, practical, and tailored to my situation. What I value most is how approachable and responsive Sam is — I’ve never felt like just another client. He explains things clearly, is always willing to answer questions, and provides reassurance when it’s needed. Thanks to his guidance, I feel much more confident and secure about my financial future. I’m very grateful for his support over the years and would highly recommend Sam to anyone looking for a trusted adviser."

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

"Sam is always prepared, proactive, available to help on any question you throw his way. Not all advisers are in it for your best interests, but Sam and his team definitely are!!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have worked with Sam for a number of years now and often recommend him to friends. He has helped us set up and maintain our financial security even through times of parental leave, redundancy and other instability. He is also always approachable and available to help with issues or questions that pop up, which we appreciate."

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

"An empathetic and considerate Financial Adviser who clearly demonstrates that your overall health and financial well-being is at the center of his purpose, intentions and advice. I would and have recommended Sam and Rising Tide."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Financial Hardship
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam never misses a beat, him and the team are always one step ahead of the game. They have helped us out in many ways"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has been supporting our family with outstanding, tailored advice for many years. He’s thoughtful, works to understand our position, values and priorities and has made a lasting impact for us. A secure financial outlook is a must in challenging times."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 98

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
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting