My Good Life
Well, we’re more than just financial advisors. We’re fathers, mothers, sisters, brothers, grandparents, friends, individuals. We believe in living life to the full, and do our best to empower our clients to do the same. We share common values like respect, empathy and honesty. And we want to help you live your Good Life.
This is who we are.
Who we are
Freedom and security. When it comes down to it, that’s what we think a financial advisor should be offering you. Equipping you with the expert advice, tools and support to reach your financial and lifestyle goals. To put you in control of your choices with the peace of mind knowing you can take on any opportunity; and challenge. This is our aim at Tribeca. Here’s how we do it.
Financial Wellbeing
We make it all about you. Just as it should be. We’re not interested in quick fixes; and quick transactions. We figure that’s not what you want either. We’re interested in building a long-term relationship where your voice is truly valued in shaping the life you want to live. That’s how we create trust, understanding and meaningful outcomes. Together.
Who we work with
Just like you, every journey is unique. We’ve assembled a selection of client stories to provide real-life insights into how we work at Tribeca, and the diverse approaches and services we can offer to help you live your Good Life.
The Real World
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.
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.
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?
Retirement
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