My Good Life

A 40-year-old female financial advisor standing confidently in a professional work environment, smiling with her arms crossed.

Well, we’re more than just financial advisors. We’re fathers, mothers, sisters, brothers, grandparents, friends, individuals. We believe in living life to the full, and do our best to empower our clients to do the same. We share common values like respect, empathy and honesty. And we want to help you live your Good Life.

This is who we are.

Who we are

Freedom and security. When it comes down to it, that’s what we think a financial advisor should be offering you. Equipping you with the expert advice, tools and support to reach your financial and lifestyle goals. To put you in control of your choices with the peace of mind knowing you can take on any opportunity; and challenge. This is our aim at Tribeca. Here’s how we do it.

Financial Wellbeing

Young boy having a picnic in the sun with his dad.

We make it all about you. Just as it should be. We’re not interested in quick fixes; and quick transactions. We figure that’s not what you want either. We’re interested in building a long-term relationship where your voice is truly valued in shaping the life you want to live. That’s how we create trust, understanding and meaningful outcomes. Together.

Who we work with

Just like you, every journey is unique. We’ve assembled a selection of client stories to provide real-life insights into how we work at Tribeca, and the diverse approaches and services we can offer to help you live your Good Life.

The Real World

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Making your investments count

Selecting the right investments for our clients is both a crucial and rewarding aspect of our work. So how do we stay current with trends and ensure our advice is carefully considered from all aspects?

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A close-up shot of a baby nestled in its mother's arms, wearing a white furry onesie.

Tips for affording private school fees

Opting for a private school education is a very personal decision, and one that requires a significant financial commitment. So if you’re planning for private school fees, here are 5 golden rules to follow.

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A group of male and female financial advisors standing around a table, smiling at each other while looking at a laptop.

How to make a four-day week work

Recognising the need for change in 2021 our leadership decided to trial a four-day work week to see if they could shift the balance – a move that has been extremely worthwhile from a productivity and wellbeing sense.

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Retirement
Ready

Any holiday starts with a plan. Your retirement should be no different. So here’s some tips and strategies to help you on your retirement journey.

Get your Score

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