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News & Views
Here you’ll find articles on a range of topics spanning financial wellbeing, staying motivated, teaching kids and teens about money, and the latest industry news. You can stay up to date by subscribing to our newsletter.
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A day in the life of… Peter Higgins
Early morning gym sessions, ocean swims with the Frigid Frogs, client discovery meetings, and bedtime stories with Winny and Marigold is all part of Peter ...
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- Financial advice
- Financial wellbeing
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Financial advice
Intergenerational wealth transfer
Australia is facing the greatest transfer of intergenerational wealth in our history, with $3.5 trillion set to change hands over the next 25 years.
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Financial wellbeing
Embrace your retirement potential
Tribeca's Head of Advice Rob Devlin shares his insights on how to fully embrace your Good Life in retirement.
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Financial advice
Your 20-year holiday
If you view retirement as the longest holiday of your life, why wouldn’t you want to make that holiday the most truly unforgettable experience. With ...
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Financial advice
Planning for kids
Starting a family is one of those milestone moments in your life. But it can also be pretty daunting, especially financially. With a number of ...
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Financial advice
Managing money tips
How good are you at taking charge of your finances? In this article you’ll learn our six golden rules for managing money.
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Financial advice
Optimise extra funds
July pay increases are common, but even without one, tax cuts and super changes that occurred this July might boost your income.
Read more Our article series
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 ...
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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 ...
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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 ...
Read more A day in the life...
A day in the life of… Peter Higgins
Early morning gym sessions, ocean swims with the Frigid Frogs, client discovery meetings, and bedtime stories with Winny and Marigold is all part of Peter ...
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A day in the life of… Matt Rea
Daycare drop offs, 30-second cold showers, client and strategy meetings, table tennis, and picture books is all part of Matt Rea’s typical day.
Read more In the media
Is your super on track?
Featured in the Australian, Tribeca CEO Ryan Watson provides expert tips on superannuation and achieving financial security.
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The cost of a ‘good school’
In an article by The Australian Financial Review, Tribeca's CEO Ryan Watson shared insights on one of the most challenging financial decisions some families face: ...
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Why are advisers’ defensive allocations on the rise?
Rob Devlin, partner and head of advice at Tribeca Financial, reinforces the importance of long-term positioning, highlighting US equities as a consistent performer and a ...
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podcast list
This podcast uncovers how to build a healthy relationship with money – and how it can lead to living your Good Life. By making financial conversations less intimidating and more human, it empowers listeners to take control of their finances and make the most of life.
Money & a Good Life
podcast
From cashflow hacks to answering the time-old question ‘can money
buy happiness?’ and uncovering the secrets to creating a healthy relationship with money, this is a podcast to help you manage your finances and make the most out of your Good Life.
buy happiness?’ and uncovering the secrets to creating a healthy relationship with money, this is a podcast to help you manage your finances and make the most out of your Good Life.