Tribeca Financial has acquired Lime Financial Planning
Co-founder
Nathan Fradley
joins the Tribeca Tribe from 30 November 2021.Lime was founded in 2015 to champion Nathan’s interest in ethical investments and aged care. He spent six successful years building Lime with a genuine desire to see his clients improve their lives.
Ryan Watson, founder and CEO of Tribeca commented he quickly identified that Nathan’s way of doing business was culturally aligned to Tribeca’s values and its way of providing advice.
“Nathan is an A-grade adviser who always puts the client at the centre of his thoughts and advice.”
Nathan, a Financial Standard’s 2021 Power50 Advisor, said given the regulatory environment, being a single advice practice owner and jack of all trades is a “hard gig”. In selling Lime, Nathan wants to focus on taking care of his clients and family. “The work required to take care of my clients, keep up with legislation, systems, technology, markets, admin – all in what would be considered a healthy work-life balance I feel is not possible, or at least no sustainable over the long term,” he said.