Choosing the right investments for our clients is one of the most critical, and satisfying, parts of our job. But how do we keep up with the latest products and trends; and how do you know that the advice we give you is considered from every possible angle?
As Chair of Tribeca, it’s my pleasure to bring you an update on our philosophy and focus as we hit the halfway mark of 2021,particularly our ongoing commitment to you and your wellbeing as one of our valued clients.
Sharing a common purpose at Tribeca is incredibly important to us. We all believe there’s abetter way to provide financial advice. And this drives us in our unwavering commitment to help as many individuals, couples and families live their Good Life.
Dubbed the second ‘Pandemic budget’, Treasurer Josh Frydenberg has delivered a budget that has a major focus on spending measures to continue Australia’s economic recovery plan and growing the economy to deliver jobs and help keep Australians safe.
As a Tribeca client, you know that we talk a lot about goal setting. And there’s good reason for that, because relevant and meaningful goals give each of us purpose and motivation to unlock endless possibilities and opportunities.
As the founder and CEO of Tribeca, I wanted to thank you for trusting us as your financial
adviser. It’s a responsibility and relationship we never take for granted.