The focus of our third client story is Maria Urbanska.
In our third client story, Maria Urbanska reveals why she values trust above all else when it comes to financial advice.
We think Maria is pretty special. She’ll blush at that, as Maria would much prefer to think of others rather than herself. For instance, before COVID turned the world upside down, her selfless spirit was on full display organising a program for children to visit an aged care facility in her area. Her aim – to provide the elderly with a boost of youthful companionship; and for the pre-school children, a greater appreciation of community.
She calls it inter-generational. We call it simply brilliant.
When Maria commits to something, she commits 100%. It explains how she’s maintained her love of midwifery, which has seen her help deliver babies for 47 years – and she’s not giving up anytime soon!
She’s also been a committed client of Tribeca since 2012, and we’ve been honoured to share in her journey over this time. We asked her if she could talk about this experience and what she values most about financial advice and wellbeing.
It starts with trust
Before I decided to get some financial planning advice, I was quite nervous as I’d heard all of these terrible stories of people taking your money and leaving the country and you’ve got nothing. Stories like: “I put some money in there and I couldn’t get it out.” All that sort of stuff.
Being able to trust a company with my money is a big issue for me, and I think it applies to a lot of people.
I was lucky that my first financial advisor, Jim Norton, was a lovely man. When he decided to retire, he wanted to hand over his clients to someone who shared the same work ethic. He said he came across Tribeca, this young company, and he said I think you’ll like them. I obviously trusted Jim so I thought if he chose Tribeca he must think they’re OK, as he was pretty fussy too.
He was right!
It’s now been eight years that I’ve been with Tribeca and I couldn’t be happier with my decision. In fact I’ve now sent my God daughter and two other friends to Tribeca because I trust them.
Little things count
Relationships are important to me, and I’ve been fortunate to form great relationships with the team at Tribeca.
They are friendly and always pleased to see you. You’re not a number; you’re a person. It’s that personal touch that goes down very well. It’s not artificial. It’s above and beyond – helping me achieve my goals and being genuinely interested in what I’m doing.
I was with Andrew and Luke for seven years, and I’d ring them up about what I thought were silly little things but they never thought they were silly questions. They didn’t treat me like a dill. And I think we formed a bit of a friendship, so that was really nice. It’s the same with my current advisor, Robert.
Nothing’s too small or huge to talk to you about. My parents lived down in Geelong and when both of them passed I was managing both properties and it got a bit much after a while. I’d ring up Ryan (Merrett) with things like: “I’ve got to get the back fence fixed – who can you recommend?” He’d often say, “I don’t know but I’ll ask Dad.”
I really appreciated that. Just all the little things.
My good life
I’m not one for fancy slogans. But I’m a big fan of Tribeca’s “my good life”, as for me that’s what it’s about. Helping me achieve my good life.
I think that’s the key to it all.
It’s not any one thing. It’s collectively helping to achieve what I want to do. I’ve started travelling again so some of it is that. It’s seeing the way to my goals, and the advice that I’ve been given has always been good.
They always seem to be one step ahead which is comforting to know.
I feel very grateful that I’ve been able to trust Tribeca with my finance.
We’d like to thank Maria so much for sharing her journey with Tribeca, and to all of our clients who trust us with their story.
If you’re like Maria and are looking for a trusted advisor who is genuinely interested in your financial wellbeing, Tribeca’s here for you. Just click here to arrange a 15 minute phone call.