You're booked in!

Thanks for making a time to speak with one of our advisors. It’s in our calendar and we’re looking forward to talking with you soon. 

So we can both make the most of the call, here’s a couple of questions we’d like you to think about:

  • What led you to approaching Tribeca?
  • What are the key challenges/opportunities we can help you with?
  • Are you looking for a short-term fix, a long-term relationship or both?

That’s it. If you’d like to learn a bit more about Tribeca before we catch up, please check out the links and resources below. 

A 50-year-old male with glasses smiling at the camera while standing in his workplace.

What is a financial advisor? – What to look for

“What does a financial advisor do?” and “Do I need a financial planner?” are common questions we get here at Tribeca. Have you asked these questions yourself?

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A group of male and female financial advisors standing around a table, smiling at each other while looking at a laptop.

What is a financial advisor? – What to ask

Expanding on our initial article in the ‘What is a Financial Advisor’ series, this article outlines 8 key questions you should ask when seeking a financial advisor.

Read more
A close-up shot of a baby nestled in its mother's arms, wearing a white furry onesie.

What is a financial advisor? – The Tribeca Way

In the final article of our ‘What is a Financial Advisor’ series, we highlight how we go about offering value; and the thinking and tools that enable Tribeca to deliver financial advice in a different way.

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Any holiday starts with a plan. Your retirement should be no different. So here’s some tips and strategies to help you on your retirement journey.
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