Tribeca Financial

Rachael and Amy at Tribeca Financial were so lovely and made me feel comfortable about sharing my financial story with them from the very beginning, through to my discovery session and onwards. They made me feel so safe and secure and explained tricky terminologies in easy-to-understand language. It was clear that the team genuinely cared about me as an individual and not as a dollar sign. They are 100% worth the money that they charge for their services. I wish I had spoken to them earlier in my financial journey.

Strongly recommend Matt and the Tribeca team for their financial planning expertise. Matt was exceptional for us - helped map out a plan for our goals and importantly made it feel relaxed, open and a friendly environment. Very grateful for our experience.

I had an absolutely fantastic experience with Matt Rea. My partner and I reached out for some guidance, and Matt was incredibly helpful from the start. In just a couple of sessions, he took the time to really understand our circumstances and what was important to us and provided clear, practical insights that helped us think more clearly about our next steps and have confidence for the future. He made everything easy to follow and gave us a lot more clarity and confidence moving forward. We could not recommend Matt (and Tribeca) more highly.

We are so grateful to have Tribeca as our financial advisors. Dan Nel is absolutely incredible- warm, smart and understanding. Him and his team have helped us scale up our financial literacy, make knowledgeable decisions about investments and help us aspire for more. Highly recommend Tribeca Financial for all your finance needs!

My partner and I caught up with Matt from Tribeca and the advice we received was clear and concise and throughly enjoyed the overall experience. Walking in, there was definitely a level of anxiety but this was quickly eradicated and we left with genuine optimism and a level of excitement about the path that had been created / tailored for us. Strongly encourage!

Jake Boulter and Megan Smith have been exceptional in supporting me through my retirement planning journey. Jake's knowledge, professionalism and clear guidance gave me confidence during what can be a very overwhelming process, while Megan was always responsive, organised and incredibly helpful with every detail. Together, they made the set-up of my pension draw down smooth and stress-free, always taking the time to explain things clearly and ensure I felt comfortable with each step. Their genuine care, patience and ongoing support have been greatly appreciated. I highly recommend Jake, Megan and team at Tribeca to anyone seeking trustworthy and professional financial advice.

Recently met with Matt and came away feeling confident in our plans moving forward. Matt was generous with his time, was able to grasp the heart of our situation quickly and provided a clear, well-structured plan that we could start implementing straight away. Also appreciated his holistic approach, to look at the bigger picture. He's connected us to others who can also support, which has been really valuable. Would definitely recommend.