Press play to see how we model what your retirement will actually look like, and cost, and the Value Factor we hold every plan to.
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20+ years of financial adviceEvery fee published on our website4-6x Value Factor goalNamed client reviews on Adviser Ratings
Why Tribeca
4-6x
our Value Factor, the stated goal of returning four to six times our fee in value to you
5.9% p.a.
the value an advisor adds to a client's circumstances on average, per independent Russell Investments research
20+ yrs
Founder and CEO Ryan Watson's experience in financial advice
100%
of our fees published on our website, there to read before you ever meet us
We're a financial advice team (we call ourselves the Tribe) based in Hawthorn, Melbourne, with a growing presence on Sydney's Northern Beaches. Founder and CEO Ryan Watson has spent more than 20 years building Tribeca around a single conviction: advice should put the person ahead of the product.
That conviction gets measured. Independent Russell Investments research puts the value a financial advisor adds at around 5.9% a year of a client's circumstances, and we set our own benchmark on top of it: the Value Factor, our stated goal of returning four to six times our fee in value to you.
You will never have to hunt for what it costs, either. Our fees sit on our website for anyone to read, starting with a Discovery Appointment from $660 to $990 including GST. If the numbers don't stack up for your situation, we would rather tell you on the free call than after it.
Named client reviews, via Adviser Ratings
"Matt is really generous with his time and clearly gives me financial strategies to allow me to live the way I want to live, within my means. I feel so much more confident about my next steps in life with Matt's advice."
Helena"Rob is so thorough with his advice and he is always happy to spend the extra time explaining everything."
Hayley"Tribeca/Rob have helped me to achieve and live 'My Good Life'."
Maria