In November 2021 Tribeca Financial acquired Lime Financial Planning. Lime was founded in 2015 to champion cofounder Nathan Fradley’s interests in ethical investments and aged care.
Tribeca has gone on to build long-term relationships with the individuals and families from Lime Financial Planning.
Financial Wellbeing
Life
Every person’s story is different, with its own set of experiences, opportunities and challenges. Sounds pretty obvious, but for too long financial advice was handed out in a cookie cutter way. One size fits all, where products took priority over people.
We love getting to know you. To know your unique story; what inspires you and drives you. Your achievements, hopes, disappointments and everything in between. What motivates your financial decisions? Are you a risk-taker or risk-averse? And where are you at in your journey now?
How can our advice make your life better?
Stages
We all need and want different things at different stages of our lives. Priorities change; and responsibilities. Life throws up curveballs. Opportunities come out of nowhere.
Understanding where you’re sitting in life’s journey helps us shape our advice to meet you exactly where you’re at now, and where you want to be. So where do you sit?
You
Ok, so how can we help you?
Well, we break it down to what we offer you, and what we provide.
What we offer talks to the emotional aspects like security, freedom and simplicity. What we provide refers to our specific financial services such as cashflow coaching, investment advice and future planning.
This allows us to look at your life through a holistic lens that goes far beyond financial statements and returns. It goes to what is most important to you in order to live your life to the full.
For you to live your Good Life.
If you’d like to reach out and start a conversation (or just find out more), please take a few moments to fill out the form below, and tell us a bit about yourself and what you’re looking for from advice. If we think we’re the right financial advisor for you, you’ll then be redirected to book into our calendar at a time that suits you best.
It’s a quick two step process.