My Good Life
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
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
Managing money tips
How good are you at taking charge of your finances? In this article you’ll learn our six golden rules for managing money.
Optimise extra funds
July pay increases are common, but even without one, tax cuts and super changes that occurred this July might boost your income. This article written by our Advisor Andrew White provides tips on how to invest that extra cash wisely.
Your money stories
Identifying and understanding your money stories is a powerful way to form a stronger and more positive relationship with money.
Retirement
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