our services
estate planning, will, power of attorney

Estate planning

Your life is precious – and it’s worth planning for and protecting.

Because we help you understand how to be in control of your financial future, management of your personal and financial matters becomes as simple and stress-free as possible. If you’re serious about estate planning for your loved ones, that means complete peace of mind.

At Tribeca Financial, our goal is to ensure you are in a positive position – on track to meet both your short and long-term goals, while still feeling financially free to enjoy life now. When you are in control of your finances, you have the capacity to absorb a financial shock – and that means no more sleepless nights and the reality of a secure financial future.

A solid estate plan is so much more than a Will.

We create strong strategies to manage the disbursement of your assets, with a firm focus on beneficiary nominations that protect the needs of the people you care about most.

Because life changes, a good estate plan is reviewed annually.

Marriage, children, divorce, children, blended families, death, financial position and business assets all leave an impact, and with regular reviews, we ensure your estate planning is always up-to-date.

You’ve worked hard for what you have got, so taking care of your valuable financial assets is a sensible way to manage your estate planning in a way that’s transparent, secure and strategic. By taking steps to ensure your estate planning is done properly, you can ensure your financial legacy is not eroded through costly court battles caused by in-fighting with family members or third parties and protect your wealth – for life.

Our network of trusted lawyer partners can write your estate plan up into a legal Will, or, alternatively, you can invite us to work with your existing lawyer, to ensure they have all the right information for your estate planning and beneficiary nominations.

Develop a strong estate plan with us

Learn more about our services

cashflow advice, cashflow management, coaching

Cashflow coaching

Cashflow coaching

Take back control of your finances through cashflow management
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superannuation, investing, portfolio

Superannuation advice

Superannuation advice

Learn how your super fund is performing and what fees you're paying
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family

Cashflow for families

Cashflow for families

Strategies to navigate maternity leave, school fees and more
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mortgage broking, refinancing

Lending advice

Lending advice

Leave negotiating with the banks to us
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divorce, separation

Managing a divorce

Managing a divorce

Understand what decisions to make in your settlement and feel financially secure
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investment advice, investing, portfolio, diversification

Investment advice

Investment advice

Tailored investment strategies to suit your goals and risk profile
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retirement planning, transition to retirement

Retirement planning

Retirement planning

Maintain your lifestyle and ensure your money lasts throughout retirement
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Insurance advice

Insurance advice

Insurance advice

Be prepared for when the unexpected happens
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inheritance

Receiving an inheritance

Receiving an inheritance

Minimise taxation and maximise profit from your inheritance
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Capital preservation

Capital preservation

For when playing it safe is the best option
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Mortgage broking

Mortgage broking

Leave negotiating with the banks to us
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redundancy

Redundancy advice

Redundancy advice

Understand your options and make your redundancy payout work for you
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debt management

Debt management

Debt management

Let us create a plan to ensure that bills and debts don't get the best of you
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relocation

Relocation planning

Relocation planning

Specialist advice for those moving in or out of Australia
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goal setting, success, future planning

Future planning

Future planning

We'll map out your life goals and help you understand how you can reach them
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estate planning, will, power of attorney

Estate planning

Estate planning

Get your personal and financial matters in order
Learn more

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