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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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What does My Good Life® mean for you?

Your version of My Good Life is unique, shaped by what matters most to you, and Tribeca’s role is to help you articulate that vision and build financial strategies around it so your money quietly supports your life — not the other way around.
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Articles of interest

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  • Financial advice
  • Financial wellbeing
  • My good life
A smiling middle-aged woman wearing an orange puffer jacket and backpack, standing in front of a scenic view while hiking.
My good life

Goal setting strategies

We all seek happiness and fulfillment, but the journey can be daunting. Goal setting can offer a pathway to realising our aspirations.
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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 perspective and tackling challenges.
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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 of the top 8 questions to guide you throughout this process.
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A 50-year-old male financial advisor with glasses and AirPods sitting, looking curiously at his laptop screen.
Financial advice

Just received an inheritance? What to do next

Coping with an inheritance can feel daunting and overwhelming. There can be fear of getting it wrong; of doing the right thing.
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A middle-aged woman wearing glasses smiles warmly at the camera in the comfort of her cozy home
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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A bearded man with glasses gazes into the distant landscape, wearing a blue backpack
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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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 questions yourself?
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Financial advisor Melbourne

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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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

An Asian woman in exercise clothes looking into the camera while standing in the woods.

Why are advisors’ 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 key component of strategic asset allocation. 
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A woman sitting at a table outside, looking at her laptop with greenery behind her.

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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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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