From the first meeting we knew that Tribeca was the right for fit for us.
They genuinely care about what our goals are and work hard to achieve them – and give us some tough love when we need it to keep us on track. They are also extremely adaptable and empathic to our needs, as they have had to change strategies at times to suit our personal circumstances.
Over recent years I have faced health issues which has impacted on my professional capacity, and Tribeca has been an incredible support for myself and my family over this time. The advice and actions they took on my behalf was matched by the level of care and sensitivity they gave to my situation. They made a trying time far less difficult. That’s why I see them as a trusted adviser, not just a financial planner.
Everyone at Tribeca shows a genuine willingness to not just understand your financial needs and goals, but more importantly, understand you as a person.
Claire and I really enjoyed working with Andrew on our 10-year financial plan and mapping out a succession plan to ensure we achieve our goals.
We really appreciate the guidance and support in relation to our insurances. It’s never easy to discuss what happens if one of us should pass away but it’s reassuring to know there is a plan in place.
Our industries have many similarities in that it’s a competitive environment and fundamentally the products very similar. However, the main point of difference with Tribeca is the level of service they provide and the way they treat their clients – focusing on building and maintaining their relationship with you, so that they can understand what you really want from life.
When we first saw our Tribeca adviser it was a big change, but thankfully they have great service.
We came to Tribeca from another adviser who had retired – thank god or we would never have met them!
Tribeca’s professionalism and attention to detail means that we haven’t been hit by any nasty surprises. The cost is all spelt out for you from the beginning and they always check in for updates on how things are going. Whenever we have a question there’s always someone there to help us, and if they don’t know the answer, they’ll take the extra step of finding it out and getting back to us.
Walking in to Tribeca, everyone is so friendly and welcoming – they really make you feel like part of the team. We definitely consider the team at Tribeca to be our friends.
Everyone has been warm and friendly towards us and it’s nice to be in such a positive environment – especially when discussing finances.
We came to Tribeca after our previous adviser retired, so we were a bit apprehensive about how the transition to a new adviser would go.
Tribeca listens to what we want out of our life and has been able to cater towards our goals, as well as help give us perspective about our finances and future.
We take comfort knowing that we’ll have enough money to last us throughout retirement. We have a very close-knit family, regularly catch up with friends and continue to travel and live our good life that we had always imagined. It’s these life experiences that we treasure the most.
I didn’t realise how much improvement I could achieve with someone looking out for me and making sure I was covered in other areas, not just super advice.
Before coming to see Tribeca, I had never really thought about needing a financial plan. I have so much more confidence in my financial position since meeting with them.
Whether I’m entering their office or just calling up with a query, I always feel so welcomed by the team. Everyone genuinely wants to get to know what’s important to you and would help in any way possible to see you achieve it. They’re like family to me.
Nowadays, goals are being ticked off and I’m able to take on new things without worrying if I can afford to do them. I’m living my good life.