Advice you can trust.

Trusted Advice,
Solid Strategy,
Simple Language.

Your Financial Adviser & primary contact at High Tide Wealth Management is the owner & Director, so you can rest assured that your financial strategy isn’t delegated to junior staff members or the Admin department. High Tide Wealth Management is a privately owned practice and has no direct affiliation with any product providers, which means we act in your best interests each & every time. We are licensed by ASIC (no. 000417980) to provide personal tailored financial advice and it is our duty & responsibility to ensure that we work with you to create the desired lifestyle you want, with the resources you have and the expertise we can provide.

We’re here to help you create the financial life you want.

If you want to find the answers and make the most of your financial journey, it’s important to have an adviser who can help you along the way. That’s exactly what you can expect from High Tide Wealth Management – we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.

We’re experts in our field, and it’s our mission to get you results.

The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose. In this meeting our aim is to understand:

• your personal circumstances
• your attitude towards risk
• your current financial position and resources

From there, we will apply our experience and expertise to develop a financial plan taking into consideration: appropriate tax structures investment strategies asset protection Following the initial meeting, we will provide personal and tailored advice to suit your individual circumstances.

Our Fee Structure.

Our fees are based on:

• the nature of advice to be provided
• complexity of your personal situation
• time & costs required to develop & implement a financial plan for you
• ongoing personal advice and services

For more information, you can contact us.