Tribeca Financial
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We're people first. At Tribeca, we value respect, empathy, and honesty. We’re a financial advice firm – but we’re not just about improving your finances.
We build meaningful relationships focused on your unique story and goals, equipping you with expert advice to achieve the freedom and security to live your Good Life. We help you build the life you want, by prioritising what’s most important at each stage of your life and putting together a financial roadmap that will make it happen. We are dream builders who, like you, want to get the most out of
27/08/2026
Well, FY27 is off to a flying start! 💪🏻
Please join us in welcoming not one, but two new Tribe members to Tribeca, Hugh and Laura.
Hugh joins us from Hawthorn FC 🟡🟤 having embarked on a career transition to financial advice. Laura has most recently been travelling and working in Ireland and Canada (aka living her Good Life).
Hugh says his version of a Good Life is, “Having a job that I enjoy, aligns with my interests and supports my pursuits outside of work. This includes plenty of time spent with friends and family, mostly revolving around good food and drink. Travelling throughout the year to either relax (find some sun!) or adventure, experience new cultures, foods or big sporting events, visit friends interstate or get together for a golf trip.”
For Laura, a Good Life is “…managing to balance work, health, relationships and fun - and the goals I set for myself in each area of life. It looks like maintaining a solid routine whilst having elements of adventure, plus making wise financial decisions whilst still managing to enjoy the small things in life.”
Welcome to the Tribe, Hugh and Laura!
Building something successful is one thing. Knowing when to let go is another.
The strongest succession plans often start with being honest about what you do well, what you don’t, and trusting the right people to step in.
Listen to 'What families pass on, beyond money with Damon Kitney' wherever you find your podcasts.
A bad night's sleep can affect more than just how you feel the next day.
When we're tired, even everyday decisions can become harder, including the ones we make with our finances.
Lisa Maltman from The Sleep Connection joins us on Money and a Good Life to explore why our sleep, wellbeing and finances can be more connected than we realise.
Listen to 'Being tired is costing you more than you think with Lisa Maltman' on your favourite podcast platform
The best retirement plans aren't just about your finances.
They're about creating a life you genuinely look forward to.
Kim and Prue Watty from The Main Act joined us on Money and a Good Life to explore what it means to retire with purpose.
🎧 Listen to 'Retire with purpose with Kim & Prue Watty' via the link in the comments.
Retirement isn’t just about reaching a certain age. It’s about knowing what you want the next chapter of your life to look like.
Kim and Prue Watty from The Main Act joined us on Money and a Good Life to talk about creating a retirement with purpose, and having the freedom to choose what comes next.
🎧 Listen to the full episode wherever you get your podcasts.
16/07/2026
Bowie & the girls 👩❤️👩
Sometimes the biggest financial conversations have very little to do with money.
They start with questions like: What matters most to you? What kind of life are you trying to build?
When you're clear on your purpose, making financial decisions becomes a whole lot easier.
Listen to "The real value of financial advice with Thabojan Rasiah" wherever you find your podcasts.
Life has a way of throwing the unexpected at us.
While we can't control what happens, we can make things a little easier for the people we leave behind.
Susan Bonnici joins us on Money and a Good Life to talk about why thoughtful estate planning is one of the greatest gifts you can leave your loved ones.
🎧 Listen to "Why estate planning matters more than you think with Susan Bonnici" on your favourite podcast platform.
Having a Will is one of those things we all know we should do… but many of us put it off.
In this episode, Susan Bonnici explains why planning ahead is one of the greatest gifts you can leave the people you love.
🎧 Listen to "Why estate planning matters more than you think with Susan Bonnici" via the link below.
https://apple.co/3R1u1mx
Changes to trusts have been a big talking point since the Federal Budget.
Susan Bonnici Principal Lawyer at Aitken Partners unpacks what’s proposed, what it could mean, and why it’s important not to panic before the finer details are clear.
Listen to 'Why estate planning matters more than you think with Susan Bonnici' via the link below.
https://apple.co/4vHdC62
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Contact the business
Address
Level 1, 110 Church Street
Hawthorn, VIC
3122
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 4pm |