Andrew McPherson

Alice and i have been extremely impressed with Andrews genuine interest in us and our future. His interest and advice goes well beyond our finacial health to our wellbeing. Not what i was expecting from a finacial advisor, but delighted. I must say that genuine interest in us, their client, is evident with all whom we have come in contact with at Tribeca.

Andrew's advice has been transformative for us. He guided us to get our wills and insurances in order which gave us a great deal of confidence that our children would not be further burdened when the time comes. But beyond that, he has helped us think differently about our current situation and given us clear steps on how we can reach our goals. We are now making more conscious financial decisions and understand what we need to do to achieve what we want from our life now and into the future. It feels great having someone like Andrew in our corner.

We couldn't recommend Andrew highly enough as a Financial Adviser! He has been providing financial advice to my wife and I for approximately 7-8 years and has always conducted himself in a manner that puts our best interests first. We have always felt very confident with Andrew's advice and we are reaping the rewards now with the informed decisions we have made based on Andrew's counsel along the journey. What I have liked about Andrew is he brings a completely objective view to our discussions and he is prepared to challenge us ensuring we get maximum value from every financial decision made. He has always been available and provided great attention and care. Highly recommend.

Andrew originally set up our finances in a very safe manner and insured us so that we would maintain our life style if our circumstances changed. When my late husband became unwell we didn’t have to worry about cashflow and our financial future. Andrew liaised with insurance companies and employers to maintain our finances. Now we are working on budgeting and cashflow and superannuation and investments to insure that my finances will be sufficient to last the rest of my days.