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Meet the people living the ‘good life’ today

Awards are great, but delighted clients is what drives us to excel every day

There’s nothing more exciting than changing lives for the better

At Tribeca Financial, we believe in a

human-centred

approach to financial planning. 
Our business might be about numbers, investments, risk profiles and financial strategies, but the result is what changes lives.  Here are just some of the people we now consider friends:
Jason showed us that we could purchase an investment property a lot sooner than we imagined.

Ange & Dan

We had our bank mortgage for a while and were looking to see if there were better options out there. At the same time, we also wanted to review if it would be possible for us to purchase an investment property to better round out our longer term investment strategy. We contacted Jason as he was very knowledgeable about the industry and has always given us great advice.

Jason provided excellent communication throughout all stages of the process and went the extra mile to make the process as painless and easy as possible. We really didn’t have to do much. Jason took the time to understand our situation and developed suitable options for us.

I was very happy with the amount we saved and we managed to purchase an excellent investment property as well! Everyone I have recommended Jason to have also had similar experiences.

We have our investment property now and it provides a great balance to our portfolio. We are looking forward to working with Jason again in the near future.

Emma

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.

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.

My journey with Tribeca all started with a conversation about Disneyland!

Felicity

I have two beautiful kids and a cavoodle that I am raising on my own. We live a good life, but I realised that I am not confident that I am being as smart as I can be financially.

When I met Ryan from Tribeca I started to understand that there was so much potential for me to actually achieve more of my life goals than I ever had thought possible.

My Advisor, Mariana, cares about me and my boys, and asks me the tough questions to get me thinking about what I actually want to get out of life. With her help, I was able to go on the trip to Disneyland with my boys.

She has helped me articulate the life I want to live and is the little bird on my shoulder reminding me of what is important when I spend my money.

​I now have the confidence that I am on track with setting myself up for the future and am still enjoying life in the present.​

Kate & Danny

For so long we had been lacking a financial plan that would benefit us in the future, Tribeca have helped shape that plan for sufficient wealth when we retire.

Budget planning has been difficult for us, but now we have a dedicated financial plan that will assist in our lives right now and achieve our goals over the next ten years.

We now have a dedicated financial plan to help us over the next ten years.
Tribeca look after all the mundane paperwork while I can enjoy the future.

Leah

From my very first meeting with Michael, I felt like my financial situation was being taken care of. He always keeps me informed which helps make me feel confident for the future.

The team at Tribeca support me by ensuring my finances are compatible with both my current lifestyle and my wishes for the future. They look after all the mundane paperwork that comes with this journey, and they are very patient with my constant questions on things I don’t understand.

I look forward to continue watching and experiencing the financial plans come to life that Michael and myself have set for the future. I feel very positive about my experience so far and Tribeca have made a positive impact on what began as a not so positive situation.

I definitely feel like this new chapter in my family’s life has been a team effort, and I have never felt alone throughout this journey.

Richard & Michelle

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 advisor, 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.

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

Stuart

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.

Their story could soon be your story

Every client of ours (from 2010 until now) started their journey the same way – with a conversation about possibilities.

If you’d like the comfort of having a solid financial plan that empowers you in your everyday life while delivering on your dreams, then talk with us today.

We’ll help you become a success story.

Start a conversation about your ideal future today

One conversation could open up a whole world of possibilities for your future.

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