News
& Views
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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Tribeca Financial Sydney
Tribeca Financial is growing its Sydney presence, bringing people-first financial advice to NSW families. Led by Partner and Senior Advisor Peter Higgins, our Northern Beaches team is here to help you live your Good Life.
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Articles of interest
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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 of the top 8 questions to guide you throughout this process.
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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 we look at five valuable strategies.
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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% from last year and hitting levels not seen since 2011-2012 post-global financial crisis.
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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 and ensure our advice is carefully considered from all aspects?
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Financial advice
Tips for affording private school fees
Opting for a private school education is a very personal decision, and one that requires a significant financial commitment. So if you’re planning for private school fees, here are 5 golden rules to follow.
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Financial wellbeing
How to make a four-day week work
Recognising the need for change in 2021 our leadership decided to trial a four-day work week to see if they could shift the balance – a move that has been extremely worthwhile from a productivity and wellbeing sense.
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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 questions yourself?
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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 financial advisor.
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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 that enable Tribeca to deliver financial advice in a different way.
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A day in the life...
A day in the life of… Ben Jongebloed
Marathon runner and Senior Advisor Ben Jongebloed shares his daily routine, balancing early morning runs, strategic client meetings, family life, and Tribeca's innovative four-day work week.
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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 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
Navigating separation with confidence
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 financial needs with long-term goals, scenario planning, and the importance of the right advice. Gain ...
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What you need to know about lifetime annuities
As more retirees confront FORO, the fear of running out of money, lifetime annuities are gaining ground as a reliable income solution. Despite limited public awareness, Tribeca Financial CEO Ryan Watson champions their value in securing financial stability throughout retirement
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Private school fee inflation
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 Review article about the impact of rising fees and how parents can plan ahead to ...
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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.