What Tribeca Financial does

Tribeca Financial is an Australian financial advisory firm headquartered in Hawthorn, Melbourne, with a secondary office in Sydney's Northern Beaches. Operating under the My Good Life® philosophy as a registered trademark of Tribeca Collective Pty Ltd, the firm provides holistic financial advice to individuals and families across all life stages. Services span cashflow coaching, financial planning, superannuation advice, estate planning, personal risk insurance, investment advice, and debt management. Tribeca operates as a Corporate Authorised Representative (CAR No. 1008603) of My Dedicated Advisory, the regulatory licensee through which it provides licensed financial advice in Australia.

The firm's service delivery is built around several proprietary client-facing tools: the Financial Wellbeing Matrix, which plots clients' sense of security against feelings of control, capacity to absorb shocks, financial freedom, and progress toward future goals; the 10-3-Now goal mapping tool, which structures aspirations across 10-year, 3-year, and immediate horizons; and the Value Factor framework, which benchmarks the value delivered at 4-6 times the fees paid, referencing independent research showing financial advisors add 5.9% p.a. to client outcomes. AI tools are deployed for meeting transcription, file note production, advice preparation instructions, task management, and CRM, all within Australian privacy standards. Educational and content products include the "Money & a Good Life" podcast and multiple downloadable guides targeting millennials, women, retirees, and families.

Tribeca operates a sales-led, direct-to-client advisory model with three primary revenue streams: Discovery Appointment fees (AUD $660-$990 inc GST), Statement of Advice fees (from AUD $6,600 inc GST), and Ongoing Service fees (from AUD $550/month inc GST), supplemented by disclosed insurance commissions. Pricing is published transparently, with portions potentially tax-deductible depending on advice type. Client acquisition relies on content marketing, media presence in The Australian and Australian Financial Review, client referrals, and a multi-generational relationship model. The firm employs 11-50 staff, has operated for approximately 15 years, and implemented a four-day work week in 2021 as a notable retention and culture strategy.

Name

Tribeca Financial

Legal name

Tribeca Collective Pty Ltd

Website

https://tribecafinancial.com.au

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Tribeca Financial is an Australian financial advisory firm serving individuals and families with holistic financial planning, superannuation, insurance, and estate advice, delivered under its proprietary My Good Life® framework from offices in Melbourne and Sydney.

Ownership category

akta.pro rank

Headquarters

HQ city

Hawthorn

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Discovery Appointment Fees: Initial consultation fee ranging from $660 to $990 inc GST. This covers the first meeting where advisors learn about the client's circumstances and goals.
2. Statement of Advice (SoA) Fee: Starting from $6,600 inc GST, varying based on complexity. A portion is generally tax deductible depending on advice type and personal situation. This covers the preparation of a comprehensive financial plan.
3. Ongoing Service Fees: Starting from $550 per month inc GST, typically charged monthly. Fee range varies depending on complexity. A portion is generally tax deductible. This covers ongoing advice, reviews, and support.
4. Insurance Commissions: Tribeca may receive commissions for insurance policies recommended and set up. Any commission is disclosed in the Statement of Advice. Price on application.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Tribeca Financial provides holistic, personalized financial advice and planning services to individuals and families across Australia. Their core offerings span financial planning, superannuation optimization, investment advice, estate planning, personal risk insurance, cashflow coaching, and debt management. Services are delivered through a structured engagement model starting with a Discovery Appointment, followed by a comprehensive Statement of Advice, and supported by ongoing advisory services. The firm operates under the registered 'My Good Life' philosophy using proprietary tools like the Financial Wellbeing Matrix and Value Factor framework.

Product overview

Tribeca Financial operates as a financial advisory firm offering a holistic, people-first approach under the 'My Good Life®' philosophy. Their core offering combines personalized financial advice with proprietary tools including the Financial Wellbeing Matrix (assessment), Value Factor (value measurement), and 10-3-Now Goal Setting (goal mapping). Services are delivered across six modules: Cashflow Coaching, Financial Planning, Superannuation Advice, Estate Planning, Personal Risk Insurance, Investment Advice, and Debt Management. Additional support includes educational content through the 'Money & a Good Life' podcast and downloadable guides covering retirement, millennials, bill comparison, and women's financial empowerment. Pricing is transparent with Discovery Appointments ($660-$990), Statement of Advice (from $6,600), and Ongoing Service (from $550/month).

Differentiator

Problem solved

Functional benefit

Brands

• My Good Life: A holistic financial planning philosophy and approach that focuses on helping clients live their ideal lifestyle by prioritizing what matters most to them at each stage of life. It is a registered trademark of Tribeca Collective Pty Ltd.

Products and services

• My Good Life Financial Advisory Holistic financial advisory service built on the 'My Good Life' philosophy that centers advice around clients' life goals and personal values rather than financial products. Delivered to individuals and families across Australia through a structured engagement model.
• Financial Planning Lifestyle and financial roadmap planning service covering debt payoff, travel, property purchase, retirement planning, and other major life decisions with empathetic, trust-based advice for individuals and families.
• Superannuation Advice Education and advice on superannuation investments to help clients understand retirement lifestyle projections and maximise superannuation savings, targeting pre-retirees and retirees.
• Investment Advice Investment strategy development and management including goal definition, risk profiling, regular check-ins, and portfolio management through Tribeca's Investment Committee for wealth building clients.
• Estate Planning Strategies to manage disbursement of assets and protect the needs of loved ones, including Will creation and valid estate documentation for families and individuals with dependents.
• Personal Risk Insurance Insurance planning and advice to protect clients' finances from unexpected life events, ensuring family financial security. Tribeca may receive commissions for insurance policies recommended and set up.
• Cashflow Coaching Budget management and cashflow management service providing tips, tools and accountability to help clients manage money and achieve short and long-term financial goals.
• Debt Management Support and tools to manage good debt (investments) and reduce bad debt (credit cards), including bill comparison guides and utility optimisation for clients seeking to improve their financial position.

Quantifiable outcome

• Financial advisors add 5.9% p.a. to client circumstances (independent research)
• +2 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature3 records

Partnerships

One partnership is on record.

• My Dedicated AdvisorycoreStrategic or Co-development PartnerTribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. This is a core regulatory partnership enabling Tribeca to provide financial advice under appropriate licensing.

Scale indicators3 records

Recent moves7 records

Expansion highlights3 records

Others

• HUB24: Leading Australian investment and superannuation platform that supports financial advisors with portfolio administration, reporting, and trading tools. An enabling infrastructure provider for the same advisor ecosystem Tribeca operates in, rather than a direct competitor.
• Netwealth: Australian wealth management platform providing investment, superannuation, and reporting services to financial advisors and their clients. An ecosystem enabler comparable to the technology layer Tribeca uses, not a direct advice competitor.

Broad incumbents

• Insignia Financial (formerly IOOF): Major Australian wealth management group encompassing financial advice, superannuation, and investment platforms. Directly overlaps Tribeca's advice business but operates as a much larger, diversified incumbent with national reach.
• AMP Financial Planning: One of Australia's largest financial services groups, offering financial advice alongside banking, superannuation, and insurance products. Operates in the same advice space as Tribeca but as part of a much broader portfolio with significantly larger scale.

Direct peers

• Dover Financial Advisers: Australian financial advice firm providing personalized, holistic financial planning to individuals and families. Directly comparable in client segmentation (mid-market individuals and pre-retirees), fee structure, and relationship-led model.
• Shadforth Financial Group: Australian financial advisory firm offering holistic financial advice, superannuation, and wealth management to individuals. Comparable in client focus, advice-led model, and Australian mid-market positioning.
• WT Financial Group: Australian financial planning licensee group supporting a network of financial advisors. Comparable in serving individual and family clients with advice on superannuation, insurance, and investments through a similar fee-for-service model.
• Hewison Private Wealth: Australian private wealth advisory firm focused on personalized financial advice and long-term client relationships. Comparable in serving individuals and families with holistic advice on investments, superannuation, and retirement planning.
• Count Limited: One of Australia's largest financial advisory dealer groups, supporting a national network of independent financial advisors. Directly comparable in offering holistic financial advice to individuals and families, with similar mid-market client focus and recurring fee-based revenue model.
• Capstone Financial Planning: Australian financial planning firm with proprietary frameworks and a focus on holistic, advice-led client relationships. Comparable to Tribeca in mid-market positioning, fee transparency, and emphasis on long-term advice over product sales.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@TribecaFinancial
• Facebookfacebook.com/TribecaFinancial
• LinkedInlinkedin.com/company/tribecafinancial
• Instagraminstagram.com/tribecafinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tribeca Financial