In this energetic chat with Ryan and Steph, Ben runs through (pardon the pun) the similarities between the coach-athlete and adviser-client relationship. From putting plans in place, adjusting when needed, keeping you accountable through challenges, and helping you stay motivated and on track.
Meet Ben
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.
Learn more about Ben in our ‘Day in the Life of…’ series
Ben Jongebloed, Senior Advisor
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If you’re keen to start living your Good Life, we’re keen to help get you there. Just fill out this form and book in a ‘Getting to know you’ call with one of our financial planners. It’s a great way for you to quickly get to know us, and for us to understand where we can add the best value for you.
Could be the best time on a call you’ve ever spent (it’s actually free by the way).
Your hopes and ambitions. Your triumphs and disappointments. What you think and feel. It all makes you unique. So how do we make financial planning all about you? We put you front and centre in all our conversations. We remove the jargon from financial speak to make it simple and clear. We prove our value to you well beyond spreadsheets but through our actions.
Financial Planning
Your financial wellbeing
Financial security. Financial freedom. Life experiences. And leaving a lasting legacy. These are the needs and aspirations we most often hear as financial planners. Through innovations such as our Financial Wellbeing Matrix, the Value Factor and our 10-3-Now Good Life Goalsetting tools; we look at your whole financial life and focus on what’s most important. And then support, educate and inspire you every step of the way.
Our holistic approach
We look at your life through a holistic lens that goes far beyond financial statements and returns. It goes to what is most important to you in order to live your life to the full. We break it down to what we offer (emotional aspects like security, simplicity, freedom, support) and what we provide (services like cashflow coaching, investment and super advice, financial planning, debt management).
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
Client stories
Neil first came to Tribeca with a fair bit of cynicism. This was borne out of previous experience with financial advisors, having walked away with the impression that they were in it for juicy commissions on selling financial products.
Leah’s life was turned upside down when her husband Lou passed away suddenly. While facing the tragedy and grief of losing a loved one, Leah also found herself having to deal with worrying financial issues such as a lapsed life insurance policy and no Will.
When Pip was looking for an advisor to provide her and her husband Ben with greater structure and future planning around their finances, not surprisingly the people side was going to be the deal breaker.
Advisor reviews
The Adviser Ratings website is a trusted source for identifying advisors who represent transparency, integrity and trust.
The Adviser Ratings website
is a trusted source for
identifying advisors who
represent transparency,
integrity and trust.
is a trusted source for
identifying advisors who
represent transparency,
integrity and trust.
If you’re searching for the best financial planner to support your journey, reach out and start a conversation by booking your ‘get to know you’ call below. We’ll be in touch shortly.