Who we work with
To listen and support. Guide and educate. Inspire and empower you to live your Good Life.
To truly understand what drives your financial decisions, our relationships are built on empathy and trust; not quick fixes and one-off transactions. That enables us to provide advice that is meaningful, tailored and outcome-focused to respond to your needs and goals as they change and evolve over time.
Retirement
You deserve retirement to be the most rewarding holiday of your life. Sure, it’s natural to worry about how you’ll spend and manage your money, and what will now shape your purpose post-career. What’s important is to not think of retirement as a finishing point, but as a time of new beginnings. Our role is to open up your mind and imagination about what is possible, at the same time giving you the peace of mind to look forward with a greater sense of financial wellbeing.Read how to optimise your retirement.
Families
Having a young family is incredibly rewarding, but also incredibly demanding. Raising kids while building a career can pull you in many directions; where keeping up with school fees, paying down debt versus making investments, and managing cost of living pressures can be all-consuming. We get it (many of our own Tribe are there too) and can help you put the foundations in place so that you can feel in charge of your finances and confident in your decisions.Read our article on planning for a family.
You’ve made it through those secondary school years, and now you’re starting to think of what’s next. Life’s different – especially financially – with no school fees and many of the other costs to support a growing family. With your children becoming more independent and maybe leaving the nest, new possibilities open up. Priorities shift. Do you focus on paying down that debt, or taking off overseas on that dream holiday? Or can you do both? We can help give you clarity around these decisions so you can make them with confidence. Let's talk through your next chapter.
Wealth
Having significant assets and wealth passed from generation to generation is a wonderful legacy. But it can also be a significant burden in ensuring it is managed smartly, sensitively, and appropriately. If this is your responsibility, you will want a trusted financial advisor you can turn to at a moments notice who is highly experienced in generational wealth transfer – and importantly – extremely comfortable in leading money conversations within the family dynamic.Understand the nuances of managing intergenerational wealth.
Whether you’re in a high-net position through career, family legacy or other circumstance, you want to strike the perfect balance between accelerating your financial interests and safe-guarding them. This is where human-centred advice becomes so important. Rather than making it all about the numbers we make it all about you, understanding your motivations (and hesitations) to offer practical and meaningful strategies to boost your level of financial freedom and security.See how we make your investments count.
Crossroads
When you’re going through a challenging event like a loss of partner, managing an inheritance, going through a divorce, dealing with a redundancy, or caring for a loved one; everything can feel heavy. And isolating. What we can do is be there as an empathetic voice to provide perspective and guidance around the financial pressures and implications that may be impacting you, and offer the reassurance and support that you’re not alone.Learn how we can help with big life moments like managing an inheritance.
Individuals
There are many reasons why individuals come to see us. You’re just at the start of your wealth building journey and want some insight and direction. You’ve come out of a relationship and need to ‘de couple’ your finances and everything along with it. You’ve lost a partner and are looking for reassurance and guidance to shore up your new circumstances. Whatever you need – be it inspiration, education or support – know that our Tribe is here for you and you don’t have to go it alone. Listen to our podcast for practical tips on managing your money.
Not long ago women’s views and attitudes towards their finances were largely ignored or undermined. While thankfully approaches have changed, you still want to know your advisor completely values and embraces the unique mindset women bring to financial advice. That’s what Tribeca offers, our 100% commitment to empowering you to reach a level of freedom and security that puts you in control of your choices – so you never have to settle for the status quo.Download our Valuing Women guide.
Complexity
Structures such as trusts, companies and self-managed super funds can be complex and layered in financial speak and legalise. Navigating through this and arriving at decisions that are good for you and your interests is paramount. Our strength in these situations is to work closely with your and/or our team of trusted advisors – think accountants, lawyers, trademark experts – to ensure we’re all pulling in the same direction to achieve the most optimum result for you.Learn about the Tribeca Way of delivering financial advice.
Want to learn more about how we can help you live your Good Life? Give us a call on 1300 388 285 or book in an obligation free ‘get to know you’ call by filling out the form below.
Valuing you
Engaging a financial advisor is an important decision – financially and emotionally – and you want to begin this journey with confidence and purpose. No surprises. No doubts. That’s what we want too, which is why we like to be up front in what we value in a client; and the value we can offer you.
What we value in a client
We’re looking for people who share similar values to us (respect, empathy, innovation, honesty and commitment). People who want to take charge of their money and be empowered to achieve their financial and life goals. Who want to grow their financial knowledge and are seeking a long-term relationship; not a quick fix.
The value we provide
What we offer is security, freedom, simplicity and support. We do this through being people-centred in our approach, and clear and concise in our planning and reporting. Our Tribe are caring and curious, providing you with the latest industry knowledge, insights and innovations in financial advice. We are transparent with our fees and investments, through to our benchmark of returning back to you four to seven times the value of your fees.
Articles of interest
Intergenerational wealth transfer
Managing money tips
Tips for affording private school fees
Our Codes
of Practice
At Tribeca we live by a set of our own and industry values and standards. They are not words that sit on a screen or handbook. They permeate through all our interactions and actions, keeping us accountable and focused on what’s most important. You.
Your Financial
Wellbeing Healthcheck
Want to live your Good Life? A great place to start is to take our financial wellbeing healthcheck to rate your level of financial security and freedom to make choices.
Your Financial
Wellbeing Healthcheck
Want to live your Good Life? A great place to start is to take our financial wellbeing healthcheck to rate your level of financial security and freedom to make choices.