Making the most out of life. Isn’t that what we all want to do? To feel that we can take up any opportunity, and take on any challenge. To be fully present in the moment, but always with an eye to the future.
At Tribeca, we call this living your Good Life. Our financial advice, people and approach are all driven by this one goal. To give you the freedom and security to live this best life.
To live your Good Life.
My Good Life
Why choose us
As life changes, so will your needs and goals. We’ll be with you every step of the way to support and empower you to live life to the full. Whatever that means for you.
Where are you at in living your good life?
Growth
Consolidating
Retiring
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.
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.
Your journey
Your hopes and ambitions. Your triumphs and disappointments. What you think and feel. It all makes you unique. So how do we make our advice all about you?
We put you front and centre in all our conversations. We remove the jargon from financial speak to make it simple and clear. We prove our value to you well beyond spreadsheets but through our actions. We stay two steps ahead by investing in our people and advice.
We never forget the trust you place in us. And the responsibility we have to you.
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.