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
Freedom to choose your lifestyle
Financial security
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
Barbara
July 2020
Kay
July 2020
Edward
July 2020
Susannah
May 2020
Richard
March 2020
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
Our Advisors 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.
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.
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.
There are a lot of costs involved with Aged Care, which can become quite confusing.
Our Advisor, Matthew Woolford, specialises in Aged Care advice.
You can find out more about him here.
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.
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.