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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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Is financial advice just for the “rich”?

Is financial advice just for the “rich”?

What’s the real payoff from advice and why is it worthwhile for anyone looking to take charge of their finances.
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Articles of interest

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  • Financial advice
  • Financial wellbeing
  • My good life
A woman leaning against the beach sands accompanied by a Beagle, with a male figure next to her.
Financial advice

Navigating redundancy

Whether redundancy brings relief or uncertainty, it’s a chance to realign your work, life and priorities. This article helps you make sense of your options so you can move forward feeling clear, supported and in control.
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Close-up of an Asian woman standing on a pier under a blue sky and clouds
Financial advice

Unpacking the Sandwich Generation

Discover the emotional, financial, and career challenges faced by Australia’s sandwich generation - those caring for ageing parents and children. Learn key insights, statistics, and support strategies to help navigate multigenerational caregiving and live your Good Life.
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A man in his 70s, with glasses, casually reading his iPad in the library
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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A middle-aged woman wearing glasses smiles warmly at the camera in the comfort of her cozy home
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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A smiling man wearing glasses enjoying a cup of coffee
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 considered and careful planning, retirement could surpass your wildest expectations.
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A mother and an Asian child sitting on a bed, looking at a laptop with a teddy bear beside them.
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 our Tribe with young families, we asked for some of their top cashflow tips for ...
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Our article series

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.
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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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A day in the life...

Peter Higgins financial advisor Sydney

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 Higgins’ typical day.
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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.
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In the media

Caught in the Sandwich Generation?

Our CEO, Ryan Watson, was recently featured in the AFR discussing how caring for both children and ageing parents, the “sandwich generation” squeeze is becoming a silent financial burden for many Australians.
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An older man and woman share a laughter filled moment as they hold lawn bowls

The super tactic couples shouldn’t ignore

Our Head of Advice, Rob Devlin, recently featured in The Australian discussing a simple but powerful strategy that can help couples strengthen their retirement outcomes: super contribution splitting.
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A woman standing in front of a group around a table, with her laptop open, explaining something.

What good financial advice really looks like

In a recent article in the Sydney Morning Herald, Tribeca's Head of Advice Rob Devlin shared insights on how Australians can access quality financial guidance, regardless of their wealth or circumstances.
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Save this to your
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.
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