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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Embracing happiness & optimism

Here, Anna Glynn, a Positive Psychology teacher and wellness expert, delves into the distinctions between optimism and pessimism, emphasising their pivotal roles in shaping your perspective and tackling challenges.

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A woman standing in front of her house, holding a shovel with gardening gloves on, ready to tend to her garden with care.

Brene Brown on vulnerability

The statement “We live in a vulnerable world” by researcher and storyteller Brené Brown during her TEDx presentation in 2010 – now with over 50 million downloads – remains profoundly relevant even today.

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Reimagining work and life

Our recent years have prompted many of us to take a step back and reconsider the direction of our careers and the essence of our lifestyles. Which can often lead to the question: “Is there a different path I should explore?”

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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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