fbpx

Financial and lifestyle news

On this page, we feature articles from the Tribeca team, alongside guest posts on a range of topics – from financial wellbeing and staying motivated, to teaching kids and teens about money and the latest industry news.

Bookmark this page – we regularly upload new and interesting articles.

Brad Fox sitting
Financial Wellbeing

Chairman’s Message 2024

In reflecting on the previous 12 months and our plans for the year ahead, our Chairman Brad Fox embraces these three key themes to frame his message for 2024.

Photo by Pat Whelen for Unsplash
Financial Advice

How does mortgage lending work?

According to leading industry researcher IBISWorld, the market size of Australia’s mortgage industry (measured by revenue) was $62.8bn in 2022. This equates to around 100 lenders servicing just under 20 million clients around the country.

Tribeca Financial Tribe
Wellbeing

How to make a four-day week work

In 2021, Tribeca’s leadership team realised things needed to change – not just for the sake of the business but for the finance industry as a whole.


The impact of the pandemic together with an ever-increasing scrutiny on governance and qualification levels had seen a dramatic drop-off in financial advisers remaining and entering the industry.

Writing down goals, Tribeca Financial
Wellbeing

The key principles of goal setting

We all want to live happy and fulfilling lives. But we also know that can be far easier said than done.


Goal setting is one proven way that can help us get to where we want to go.

Male standing in a busy office
Financial Wellbeing

Redundancy Planning

Redundancy can be a time for celebration – or stress. A redundancy that is taken voluntary can be a timely opportunity for an employee to either pause or take their career in a new direction.

Sealing a deal, Tribeca Financial
Financial Advice

What is a financial advisor?

At Tribeca we often get asked the question: “So what is a financial advisor and what do they actually do?” And that’s quickly followed up by, “I’m not sure whether I need a financial planner or advisor to help me.”

Brad Fox Non-Executive Chairman Tribeca Financial
Financial Wellbeing

Chairman’s Message 2023

Living with happiness and fulfilment. Sounds like the pretty good thing to aim for in 2023 and beyond.

In his message to kick off the year, our Chairman Brad Fox looks at this theme and the role Tribeca’s advisers can play in helping clients achieve their financial and lifestyle goals. And a greater level of happiness and financial wellbeing.

Financial Advice

How to cope with and manage an inheritance

Inheritance.

It’s a word that can cause so much discussion, as well as silence. And that’s totally understandable, considering the many reasons why you can be suddenly forced into taking on the role of managing an inheritance.

Financial Advice

What is ethical investing?

Ethical investing. It sounds like a good thing to put your money towards, but what good is it actually doing? It’s a fair question to ask. And an important one given ethical investing is now one of the growth sectors in the market. So, if you want to diversify into this area, what should you be looking out for and how do you know your investment is genuinely set up to generate wealth as well as positive change.

Financial Advice

Rising interest rates and how to beat them

The latest 0.5% interest rate rise announced on September 6 was not unexpected. But it still can be unsettling. So, we asked our Tribe for their latest thoughts on what the rising rates and cost of living means for our finances and wellbeing and some tips on how we can all take positive steps to stay calm and in control.

Financial Advice

Quarterly market update
September 2022

The latest 0.5% interest rate rise announced on September 6 was not unexpected. But it still can be unsettling. So, we asked our Tribe for their latest thoughts on what the rising rates and cost of living means for our finances and wellbeing and some tips on how we can all take positive steps to stay calm and in control.