A day in the life of… Ben Jongebloed
Ben doesn’t believe in half measures. Keen for a broader view of life and finance, his time working in the UK not only expanded his investment advice skills, it gave him a greater perspective on the role he plays in his clients’ lives. This determination to keep improving and challenge himself extends beyond his career—Ben is one of those individuals who thrives on testing mind and body by competing in marathons.
Ben Jongebloed, Senior Advisor
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A snapshot into the lives of our Tribe
Getting to learn about our clients’ lives is one of the best parts of our job. With this in mind we thought we’d take a peek into the daily lives of our own Tribe so you can get to know them a little better.
This time, the spotlight is on Ben Jongebloed, Senior Advisor at Tribeca, based in Melbourne.
My morning
I start early with a run, family time, then focus on client strategy and team collaboration.
Out the door for an hour of running. I’m a morning person and I’ve competed in 6 marathons including Melbourne Marathon in October ‘25. I talk about my marathon training on this podcast. Currently I’m training for the Ballarat half-marathon in April ‘26, along with some others in the office. After my run, I’ll get ready for work and my wife Fi and I look after the morning chaos! Fi works and Evie goes to daycare 4 days per week.
I arrive at the office and check emails, responding to anything from the day before. I’m routine-based so I like to know what’s on for the day – it gives me space to mentally prepare. There’s generally time for social chat with my colleagues and Robert Devlin, our Head of Advice, whose desk is next to mine.
Advisor best–practice meeting. Once per month, because we work in teams in the business, we meet as an advice group to talk about what’s working, what’s not working, and what themes we’re seeing from clients. It’s a great chance to learn from other advisors’ knowledge and strength-test our processes and systems.
Client meeting. I prefer to kick off the day with a client meeting. Today it’s a long-term client who’s over time and over budget with a renovation. She’s feeling burnt out and wants to know when she can pull back from work. Part of my role is to show her where the trade-offs are. We look ahead to a date when it’s realistic for her to financially retire.
My client is a midlife woman who does mainly project work. Over time we’ve helped her manage peaks and troughs in income. In today’s meeting, we provide a strategy for if she finished work before 60. She’s very financially literate, however her time is stretched so we play an active role managing her financial life due to her work commitments.
Debrief with my associate adviser. We take time to understand the actions from the meeting – who’s going back to the client with what. For example, changes to insurance and modelling which get sent to the client via email so she can determine next steps. Financial modelling provides our clients information to make informed decisions, months or years in advance.
My afternoon
Checking in with clients, catching up after time away, and planning ahead.
Lunch. I try to manage my discretionary spending by not buying my lunch. I bring lunch to work about 50% of the time now. The time I previously allocated to meal prep is now spent with Evie, before and after work.
Calls with clients. I’m checking in on clients after some time away from the office – I was overseas for four weeks and on parental leave for four weeks. Two months away from work provides a good opportunity to catch up with clients I haven’t spoken to.
Themes of discussions include interest rates – should they continue with current payments or reduce payments? The answer is different for each client. I’ll base my advice on their current spending and how they’re managing what builds up in their offset.
I’m also speaking to newer clients, checking in to update that the advice implementation is complete, the strategy’s working, and doing sense checks on cashflow structure and investments. Often clients reflect and talk about self-awareness created from having an adviser. Some might be watching the market a lot and will ask: What’s the climate like? Are we on the right course?
We work a four-day work week, which allows me to spend time with Evie each Wednesday – we’ll have lunch with Fi, go to the pool for a swim or Rhyme Time at the library. On Fridays, I make sure any tasks are planned for the week in advance. This helps me plan seven days ahead, which helps me manage commitments in a four-day work week.
My evening
Fi and I both love cooking (although this is more enjoyable on weekends) so we will alternate who cooks. Whoever is not cooking will handle bath time, which has become a really fun time at home.
Once Evie is in bed and we’ve eaten, we’ll then sit down to watch an episode of a tv show. Currently it’s the latest season of the Traitors UK. We both love the strategic and social dynamics of the contestants.
Talk to Ben
If you would like more background on Ben or any of our Tribe please head over to our Who we are page, and you can also check out Ben’s LinkedIn here.
If you would like Ben to help you with your financial plans and goals please book in a complimentary getting to know you appointment.
