our services

Cashflow for families

You’ve decided to try for a family, then you realise how expensive those tiny bundles of joy can be! From IVF to maternity leave to child care to private school fees, they certainly make an impact to your net wealth. It seems impossible, but we’ll help you navigate it.

They say that the average Australian child costs around $300 000 to raise until the age of 18, but we think it is a whole lot more! Raising a child is one of the most rewarding experiences in life and while there a million money can’t buy moments as they grow, equally it feels like the are a million times to you are reaching your hand into your pocket. It is a time your feel the most rich and the most poor you have ever been.

From funding IVF rounds, to prams and nappy’s to child care, to private school fees, camp, dance classes, basketball training, replacing a lost mouthguard, buying the latest video game, buying a pair of the coolest new sneakers, to “can i just have $20 bucks to head to the shops”, the list goes on and on and on.  This is all before you even provide the basics like food and shelter.

At Tribeca Financial, our goal is to ensure our clients are in the position where the whole family feels like they are on track to meet their short and longer term goals, while still feeling financially free to enjoy life now. We work closely to ensure they feel in control over they feel in control of their finances and have the capacity to absorb a financial shock should one occur. We will set you up for success to make sure you are able to enjoy your time with your children and give them what you can, while also feeling secure that you can afford it all. 

Set up your cashflow structure

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cashflow advice, cashflow management

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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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, lending, loans

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
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