Hear what our clients say

Our real clients share their journey with Tribeca.

Tribeca Financial clients. success stories, review

From the first meeting we knew Tribeca was the right fit for us.

Tribeca genuinely care about what our goals are and work hard to achieve them – and give us some tough love when we need it to keep us on track. They are also extremely adaptable and empathic to our needs, as they have had to change strategies at times to suit our personal circumstances.

Over recent years I have faced health issues which has impacted on my professional capacity, and Tribeca has been an incredible support for myself and my family over this time. The advice and actions they took on my behalf was matched by the level of care and sensitivity they gave to my situation. They made a trying time far less difficult. That’s why I see them as a trusted adviser, not just a financial planner.

Everyone at Tribeca shows a genuine willingness to not just understand your financial needs and goals, but more importantly, understand you as a person.

Claire and I really enjoyed working with Andrew on our 10-year financial plan and mapping out a succession plan to ensure we achieve our goals.

We really appreciate the guidance and support in relation to our insurances. It’s never easy to discuss what happens if one of us should pass away but it’s reassuring to know there is a plan in place. Our industries have many similarities in that it’s a competitive environment and fundamentally the products very similar. However, the main point of difference with Tribeca is the level of service they provide and the way they treat their clients – focusing on building and maintaining their relationship with you, so that they can understand what you really want from life.
review, feedback, tribeca financial client, customer

I didn’t realise how much improvement I could achieve with someone looking out for me and making sure I was covered in other areas, not just super advice.

Before coming to see Tribeca, I had never really thought about needing a financial plan. I have so much more confidence in my financial position since meeting with them.

Whether I’m entering their office or just calling up with a query, I always feel so welcomed by the team. Everyone genuinely wants to get to know what’s important to you and would help in any way possible to see you achieve it. They’re like family to me.

Nowadays, goals are being ticked off and I’m able to take on new things without worrying if I can afford to do them. I’m living my Good Life.