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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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Intergenerational wealth transfer

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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Other articles of interest

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  • My Good Life
A 30-year-old brunette woman with a fringe, looking at the camera while standing in a professional workplace.
My Good Life

How to be optimistic

Here, Anna Glynn, a Positive Psychology teacher and wellness expert, delves into the distinctions between optimism and pessimism, emphasising their pivotal roles in shaping your ...
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A 50-year-old male with glasses smiling at the camera while standing in his workplace.
Financial Advice

Our fees explained

We believe financial advice should be uncomplicated and transparent. We think our fees should be same. From the very start you’ll know exactly what our ...
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A 40-year-old female financial advisor standing confidently in a professional work environment, smiling with her arms crossed.
Financial Wellbeing

8 questions to ask an advisor

Are you looking for a financial advisor? We frequently get asked what to look for when making this decision, so we’ve put together a list ...
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A 50-year-old male financial advisor with glasses and AirPods sitting, looking curiously at his laptop screen.
Financial Advice

Managing an inheritance

Coping with an inheritance can feel daunting and overwhelming. There can be fear of getting it wrong; of doing the right thing. In this article ...
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Financial Advice

Going through a divorce?

"Did you hear? John and Kate are splitting up.” Seems like divorce rates are soaring post-COVID. ABS stats show 56,244 divorces in 2021, up 13.6% ...
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Financial Advice

Making your investments count

Selecting the right investments for our clients is both a crucial and rewarding aspect of our work. So how do we stay current with trends ...
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Our article series

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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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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 ...
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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 ...
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In the media

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Navigating separation with confidence: Ryan Watson

Discover how to navigate separation with financial confidence in The Separation Guide podcast. Join Tribeca CEO Ryan Watson as he shares strategies for balancing immediate ...
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Private school fee inflation: Ryan Watson

Private school fees are rising faster than inflation, putting increasing pressure on families. Tribeca CEO Ryan Watson recently shared his insights in an Australian Financial ...
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A baby lying on its mum’s knees while she sits on the couch.

Nine money tips for new parents: Rob Devlin

Tribeca’s Head of Advice, Rob Devlin, recently shared his experience with The Australian Financial Review, offering practical insights on how to financially prepare for 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.
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