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Want to know how we help women take charge of their financial lives?

The financial equality and wellbeing of women is a priority for all of us at Tribeca.

Here are the facts:

the latest ABS statistics reveal the median superannuation balance at, or approaching, 55-64 years was $119,000 for women compared to $183,000 for men.

Women earn on average $261.50 per week less than men.

When it comes to financial equality, how can women bridge the gap in areas of salary parity and knowledge and take greater control of their financial lives?

Empowering our clients with the freedom and security to make choices and not settle for the status quo sits at the heart of Tribeca. This belief is also reflected in the make up of our Tribe, with an equal balance of highly qualified and committed professionals ready to help you live your Good Life.

Meet the female members of our team

Financial advice is unfortunately an area that is unrepresented by women. That’s not the case at Tribeca.

Say hello to our team:

Advisors

Senior Advisor

Associate Advisor

Client Experience Team

Client Experience Associate

Client Experience

Client Experience Associate

Lending

Mortgage Broker

Broker Relationship Manager

Marketing

Social Media Coordinator

Leadership

General Manager

Strategic Communications, Engagement & Advocacy

What does success look like for you?

At Tribeca Financial, our clients come from many different professional backgrounds. But they all have similar goals – to grow and preserve their wealth without feeling the need to ‘keep up with the Joneses’. They want to –

  • Have the capacity to absorb financial shocks
  • The freedom to have choices in life, and
  • The comfort of knowing they can live life as they wish

If you’d like to fund a lifestyle you love, then talk with us today.

We get started, by getting to know you

Our client relationships are based on a life-long commitment to impeccable service.

Here’s how that journey starts:

We’re here for you at every step

From the first moment you speak with our team, you’ll quickly realise that we care a lot about our clients. That’s because when you experience success, we do too.

Wherever you are on your journey towards your ‘good life’, we’ll have a tailored, careful approach to guide you.

Early Career
Single Income
Double Income
Retirement

A financially secure future starts with the choices you make today. Want to talk about what’s possible? We’d love to hear from you.

Creating futures that people dream of

Get Award-Winning Financial Advice, right here in Melbourne

Whether it’s in person, on the phone or via video conferencing, you can talk with a Melbourne financial advisor, no matter where you are across our beautiful country.
Tribeca Financial_FS Power 50_Most Influential Advisor
Tribeca Financial_FS Power 50_Most Influential Advisor

Delivering you expert guidance, through a team of

CERTIFIED FINANCIAL PLANNERS®

Like to talk with someone about the possibilities?

Every wealth journey is built one-day at a time. If you’d like to reach out and start a conversation (or just to find out more), then get in touch with us below. We’ll contact you soon.

Frequently Asked Questions

When it comes to making important financial decisions, professional help can go a long way. That’s where a financial planner comes in – they can help you make the right choices for your unique situation. Depending on your circumstances, you may want to see a planner sooner rather than later. Significant life events such as birth, death, marriage, divorce, illness and career transition can provide a trigger to seek financial advice. And if you’re dealing with a complex financial situation, it’s often beneficial to get expert help.

We recommend you think about your financial goals and let us know if you have any specific concerns. You can also read this article about the top 8 questions to ask a financial advisor.

Even if you have a good income, you may still benefit from the services of a financial planner. A planner can help you make the most of your financial situation and make sure that you’re on track to reach your financial goals. If you’re not sure whether you need a planner, the best way to find out is to schedule a 15 min phone call with one of our advisors.

The first meeting with our financial planners is designed to be a deep dive into your goals, hopes and dreams.  We use our unique 10/3/NOW Goalsetting Process to create a financial roadmap up to 10 years into the future.  We’ll focus on three key things:


Cashflow

Where do your income and expenses come from right now and how can they be optimised?


Investment

What investments do you have currently and what others might you need in order to achieve your goals?


Contingency

We’ll look at your personal risk insurances and estate planning to see if any improvements can be made.

You can also read our article about the four must-haves to look for from your financial advisor here.

Yes, you can book a video call or schedule a free 15-minute phone consultation with an advisor by clicking here.

We will ask you questions like:

What has prompted you to get in contact?
Can you tell us about your situation? 
Can you help me understand what you’d like to achieve?
What’s not currently working for you or what do you need?

The best way to get the most out of your Discovery Appointment (your first meeting) with a financial planner is to come prepared. We will call you beforehand and ask you to have some personal documents like your driver’s licence, passport and bank statements on hand.

We offer a free 15-minute phone consultation, where you can talk to one of our advisors about what you’re looking for, and it’s an opportunity for you to get to know Tribeca better. 

If you decide to take the next step, we will book a Discovery Appointment, which takes around 90 minutes.  Clients who choose to work with us ongoing enjoy personal financial advice that brings them closer to their ‘big life’ goals. But before they become clients, we have a few important steps to go through:

Our Discovery Appointment is a deep dive into your goals, hopes and dreams, we’ll use our unique 10/3/NOW Goalsetting Process to create a financial roadmap up to 10 years into the future. In this appointment, we’ll focus on three key things:


Cashflow

Where do your income and expenses come from right now and how can they be optimised?

Investment

What investments do you have currently and what others might you need in order to achieve your goals?

Contingency

We’ll look at your personal risk insurances and estate planning to see if any improvements can be made.

Discovery Appointments have a one-off fee starting from $550 including GST.

Here at Tribeca, we recognise that there are challenges to women’s financial lives that are far different to men. We take a look at how we can alter our thinking and approach to respond to these challenges. We empower our clients with the freedom and security to make choices and not settle for the status quo. In fact, we published an article tackling the issue of financial inequality and how women can take charge of their financial lives. Click here to view it.

Our clients enjoy a sense of security and freedom of choice, knowing that they’re on track to meet their life goals (with potential financial impacts accounted for). If that sounds good to you too, then talk with us today. We’ll show you how.

Tribeca Financial provides award-winning advice and our approach is flexible and tailored to your individual needs, and we have a proven track record of success with our clients, which you can read about here. We’ll work with you to create a roadmap for your Good Life, no matter where you are located across Australia.