Our success is built on the success of our Tribe

Be part of a team (we call them ‘tribe’) helping people work out what they want out of life. 

We focus strongly on the individuals we work with, evaluating what drives their choices – personality traits, priorities and passions – with the aim of helping them live their best life.

JOIN OUR TRIBE

We talk about our vision and our values a lot, not just because they’re important, but because we actively live and breathe them everyday.

Our Vision

To inspire, educate and support 5,000 families to enable them to live their Good Life.

Our Values

Respect

We have the conversations that need to be had.  We embrace diversity and difference, and we uphold everyone’s value.  We stop and smell the roses.

Innovation

We choose a Growth Mindset. We are brave and creative in our craft.

Commitment

We do what we say we will.  We commit wholeheartedly to our work and our wellbeing.

Honesty

We hold ourselves and our Tribe to exceptional levels of accountability.  We speak up.

Empathy

We put human connection first. We genuinely listen and we genuinely care.

‘My good life’ is a way to describe the life that any given person would like to live – for happiness, now and in the future.

It’s a vision that’s flexible enough to include countless individual circumstances, and comprehensive enough to unite us in optimism.

We walk the walk. We endeavour to live our good lives and respect how this looks for each individual and colleague.

If you want to live your good life and help to make our client’s ‘good life’ come true, then get in touch with us today. 

GET IN CONTACT TODAY

‘My good life’ is a way to describe the life that any given person would like to live – for happiness, now and in the future.

It’s a vision that’s flexible enough to include countless individual circumstances, and comprehensive enough to unite us in optimism.

We walk the walk. We endeavour to live our good lives and respect how this looks for each individual and colleague.

If you want to live your good life and help to make our client’s ‘good life’ come true, then get in touch with us today. 

GET IN CONTACT TODAY

‘My good life’ is a way to describe the life that any given person would like to live – for happiness, now and in the future.

It’s a vision that’s flexible enough to include countless individual circumstances, and comprehensive enough to unite us in optimism.

We walk the walk. We endeavour to live our good lives and respect how this looks for each individual and colleague.

If you want to live your good life and help to make our client’s ‘good life’ come true, then get in touch with us today. 

GET IN CONTACT TODAY

Join us to create futures that people dream of

“Sean has been our Financial Advisor for approximately 10 years and throughout this time we have found him to be very reliable, knowledgeable and able to explain things in a comprehensive manner to us. He always put our interests/welfare first and foremost. We could have no hesitation in recommending Sean to future clients.”
Bev & Lou
“Matthew has been an incredible help to me in organising my financial future. For the first time in my life I feel educated and empowered when it comes to my finances which feels amazing. He’s set me up with ethical investments that align with my values and I’ve loved learning from his intelligent, informative and friendly approach. Because of this I’ve recommended him to everyone in my family now and they’ve all been equally impressed.”
Georgia
“Stevie Jade has been working with us for 5 years. She’s a wonderful support full of knowledge and has provided us with great advice.”
Justine
“Mariana has given me advice in areas including loan products, superannuation, insurance, budgeting and managing debt. Mariana was usually able to explain things to me in a clear way. Through Mariana’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Mariana’s full care and attention when I needed it.”
Liz
"I approached Stevie-Jade for some advice on super, investments and cashflow. She was also able to refer me to a colleague within Tribeca to refinance a couple of mortgages, which is saving me a lot of money each month…I think having a good connection and partnership is important when you're looking for a financial advisor and Stevie-Jade was great in that sense, very approachable and engaging.”
James
“Robert gave us good advice on our financial position and on the performance of our superannuation investment. He also advised us on a specific question relating to death duties. We always leave our meetings with Robert feeling happy and satisfied with his advice.”
Bev & Barry
“Mariana is genuinely interested in our wellbeing and the financial advice she gives is directed to that end. Always pleasant and confident. Pleasure to work with.”
Alan
“Rob is so thorough with this advice and he is always happy to spend the extra time explaining everything. Nothing is too much trouble for Rob and his help managing our finances and growing our investments and creating a bright future for our children has been incredible.”
Hayley
Having been a client of Sean’s for some time now I cannot speak more highly of the advice and support both my partner and I have received regarding our superannuation, protection needs, budgeting and Sean’s business was even able to assist with the mortage for our first home. Not only is Sean there as an adviser, he is also fantastic at being there to discuss any big decisions we need someone to bounce them off with.”
Daniel
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