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?
