Our approach to your money is a little bit different.

We work with our clients to establish their true goals and objectives and devise the most effective financial roadmap to help achieve them.

We tailor all our professional financial advice to suit your unique circumstances – strategies that are crafted to help you enjoy the life you’ve been waiting to live.

Big journeys start with one small step and by accessing our financial know-how and proven experience, our hands-on coaching expertise gives you the guidance and support you need to turn your dreams into realistic, achievable goals.

You deserve the best financial advice to suit your needs.

At Tribeca Financial our clients are at the heart of what we do.

So, what are you waiting for?

Our commitment to you

Our expert team will map out your future and help you with setting goals, wealth and investment planning, cashflow education and protect you with the right contingency plan.

Freedom to choose your lifestyle

You only have one life and we’re here to help you make the most of it. Our financial roadmaps allow you to be able to enjoy life now – while still working towards achieving your big life goals.

Financial security

Not everything in life goes to plan. Through financial modelling and ensuring your cashflow and insurances are in order, we will ensure you are both in control of your finances and are covered in the case of a financial shock.

Improve your net wealth

Together, we will improve your net wealth position year on year by maximising every opportunity.

What our clients have to say about us

We are new clients of Stevie-Jade and found her very reassuring. She has good interpersonal skills and this put us at ease. Stevie-Jade focussed on the issues that reflected our particular circumstances. We felt confident with the advice she provided.

Barbara

July 2020

David is very patient and good at explaining the complexities of superannuation and retirement strategies. Following the sale of our business we appreciate his expertise in helping us to transition to retirement.

Kay

July 2020

Stevie Jade was knowledgeable, her respectful approach to understand our circumstances & recommend the best strategy to suit our position gave us great confidence to follow her advice & would recommend her highly.

Edward

July 2020

Tribeca has helped us design a financial future we want. They made us stop and have the right discussions about what is important to us, and it's not just about finances, it's about living your best life, however that looks for you. Thanks team, very happy to recommend.

Susannah

May 2020

I've now been with Tribeca a number of years and I can't recommend them highly enough. They genuinely care about me and my future and I highly value their support and advice.

Richard

March 2020

I wouldn't trust my future with anyone else. The team are always helpful and make me feel secure.

Leah

September 2019

Award winning financial advice

We’re a proud FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia FPA. We have met their irgorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.

Frequently asked questions

What qualifications do your Advisers have?

Our Advisers keep up to date with all the qualifications needed to practice in Australia.

We’re also a FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia FPA. We have met their irgorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.

How much does it cost to receive financial advice?

The initial Discovery Appointment with our advice team is $330.

All other fees are based on the scope and complexity of the advice needed.

If you’d like to enquire about an estimate, please contact us on 1300 388 285, or fill out out the contact form on our website.

Do I need to prepare before coming to see you?

To get the most out of your appointment with us, please ensure you have access to:

Drivers Licence
Passport
Bank statement

Your Adviser will let you know if there’s anything else you need to bring along to your appointment.

Do you provide aged care advice?

There are a lot of costs involved with Aged Care, which can become quite confusing. Our Adviser, Matthew Woolford, specialises in Aged Care advice. You can find out more about him here.

Do you take appointments outside of business hours?

Yes, we have limited times available outside of our normal office hours.

Just ask our friendly advice team, and we will be able to arrange an alternative time for your appointment.

Should I bring my partner with me?

As our advice focuses heavily on goal setting and mapping out the future, we encourage our clients to always bring their partner to appointments.

This ensures we’re working towards both of your goals and keeps you both on the same page!

Start your journey

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ABOUT US:
Tribeca Collective Pty Ltd, ABN: 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No. 1008603) of My Dedicated Advisory.