The freedom to say Yes
Rebecca loves to share her ideas about financial health, but when she’s not blogging or speaking with the community, she’s on the tools delivering financial advice to her clients.
Rebecca joined the Rising Tide team in early 2020 after a meeting of the minds a few years earlier. She felt a strong connection with their values-led advice, collaborative approach and innovation.
Rebecca is a Senior Financial Planner, based in Melbourne, and works alongside the planning and lending teams.
Get in touch with Rebecca and the Rising Tide team to say hello, and learn if working with an adviser might be right for you.
Financial Services and Credit Guide (Rising Tide)
Who are Rising Tide?
we’re so glad you asked.
We are one of Australia's leading financial planning businesses. We also incorporate mortgage broking into our financial advice process, and view our clients financial worlds through a holistic and values-led lens.
We deal with 30-55-year-old Aussies who are looking for financial advice that will help them achieve their goals; the areas we look after are:
Financial planning
Mortgage broking - new loans & refinances
Investing advice
Helping you to reduce your tax
Superannuation
Life Insurance & income protection
WE DON'T DO;
Insurance only advice
Centrelink advice outside of childcare subsidy
Aged care advice
SMSF's
Stock-broking
Ex-pat advice
Provide advice relating to assets overseas
Credit score & report repairing
Bad debt consolidation (defaults/bankruptcy etc)