Everywhere we look we’re surrounded by technology. It’s part of our day from the moment we hit the snooze button in the morning, right up until we’re ready to hit the hay again. And whilst there’s no denying that technology has made our lives easier, there’s some things that artificial intelligence will never be able to replace.
Financial advice is one of those things.
Why be lumped in and categorised by an automated system that only sees you as a series of data points (think age, gender, marital status, income) but has no idea of what you aspire to achieve in life? You aren’t a statistic – so why should you be treated like one? After all, how you take your coffee says more about you than your income ever could.
That’s where we differ from the rest. Rather than looking at you through the same old standard lens of demographic filters, we here at Tribeca Financial pride ourselves on seeing you for who you truly are as a person. By getting to know the real you, we can understand what motivates you and predict what your future needs will be, meaning that we can give you highly personalised financial guidance that works in tandem with your lifestyle.
Most importantly, we’re “people people” who understand what it means to be human. As the referee on the family board when big decisions are being made, we aren’t afraid to give you honest opinions and feedback to help you make smart financial decisions. Our financial plans take into account what makes you happy and what you care about, so that you can reach your goals whilst still allowing you to live life the way you choose. After all, a good financial plan shouldn’t get in the way of life – it should embrace it.
From setting up a nest egg for your family to quitting your job to travel around the world and everything in between, we understand that no two people are the same. So as long as you’re dreaming of a brighter future, we can provide the map to get you there. All that’s left for you to do is to start living your good life.