Tribeca Financial Sydney
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Tribeca’s Sydney office continues growth
For Tribeca to live up to its purpose – to inspire, educate and support Australian families to live their Good Life – we can’t afford to stand still.
In 2025 we celebrated our 15th year in business. While being proud of what we have achieved over this time, particularly in building a Tribe of committed and caring financial professionals, we still have much to do.
And to achieve for our clients through all parts of Australia.
It’s why we have set ourselves on a course of expansion to grow our reach, highlighted by the establishment of our burgeoning Sydney base in 2024 and making significant impact to people’s lives in NSW.
Financial advisor Sydney expansion
Always on the lookout for opportunities, our CEO Ryan had connected with Sydney-based Peter Higgins over a long period of time; as both share similar perspectives on financial advice.
That is advice which centres on the financial wellbeing needs of people.
Their discussions and relationship culminated in 2024 with Peter being appointed as Partner and Senior Advisor to head up his Northern Beaches financial planning base to service the Sydney region for Tribeca.
Listen to Peter’s advice on how to prepare for and navigate private school fees.
Meet Partner and Senior Advisor, Peter Higgins
For Peter, the step was a natural progression in his professional journey.
With a young family including two children and Hops the bulldog, Peter lives in the beautiful Northern Beaches, where his Good Life consists of getting the most out of everyday from a personal and professional perspective. And striking the right balance between the two.
Peter’s happy place is definitely by the water, given he has swum his entire life including being part of a Winter Swimming Club called the “Frigid Frogs”. But he’ll also jump at the chance of swapping his swimming gear for skiing/snow boarding particularly if it involves visiting his favourite snowfields in Japan.
From a career perspective, his enthusiasm for financial advice comes from a simple desire to help people, both through difficult times and in achieving their goals and dreams. He attributes much of his drive to the inspiration of his grandfather, who taught him many life lessons including that hard work pays off.
Prior to heading up Tribeca Sydney at his Northern Beaches financial planning base, Peter was a senior financial planner at bdhSterling and worked at Lifetime Private Wealth for over a decade in several advice-related roles.
Learn more about Peter including what his typical ‘day in the life’ looks like.
Read Peter’s appointment in the industry media: Money Management and ifa
If you would like to connect with Peter, you’ll find his LinkedIn profile here.
And you can reach out to him directly to discuss any aspect of your financial situation by booking a ‘get to know you’ call.
Meet Advisor, Andrew White
Also based in Sydney is advisor Andrew White. Versatile and professional, Andrew is adept at helping people manage and grow their wealth, drawing on his high-level accounting and financial control expertise having worked with the likes of PwC and the AFL. Learn more about Andrew.
Listen to Andrew talk about the most common money mistakes and how to avoid them.
Andrew is actively seeking new clients so to discuss any aspect of your financial situation please contact Andrew by booking a ‘get to know you’ call.
Peter and Andrew also have the backing and resources of the entire Tribeca Tribe, to provide expert advice for clients and help support the growth of the Sydney office.
Peter and Andrew offer Sydney clients expertise and services in:
- Cashflow coaching
- Superannuation advice
- Estate planning
- Personal risk insurance
- Investment advice
- Financial planning
- Debt management
- Financial advice
For more details on what Tribeca offers visit our ‘what we do‘ section on our website.
Tribeca’s resources page also has a range of downloads to support and inform clients, from guides covering Financial Wellbeing, Retirement and Bill Comparison Checklists; through to our fee structure and Codes of Practice.
What our clients say
“Peter understands our retirement situation very well and advises accordingly. Face-to-face meetings with Peter are always a pleasure and extremely rewarding. He is always extremely prompt in supplying reports and advice.”
– Dai, 65+ years
“Andrew is a truly exceptional adviser. He is well planned, holds very structured conversations, listens carefully and has a great knowledge of all the relevant concepts required for a financial planner. Both my wife and I have backgrounds in finance and investments, however Andrew’s methodical, fact-based approach has allowed us to be much more considered in how we are thinking about our investment decisions, our spending outlays, risk management strategies and ultimately our retirement plans.”
– Ashwin, 35 – 45 years