Tribel - Financial Advisors Bathurst
About the company
Tribel Advisory is a national team of financial advisors and planners. It has over 15,000 clients and funds under advice of over AU$1 billion. The firm was built from foundations as part of Aon. It operates across nationwide metropolitan and regional centres, with eight locations across Australia. Tribel Advisory serves individuals and their families, Australian SMEs, corporate and associations.
For individuals, it provides planning services across cashflow management, debt management, risk management, wealth creation, retirement planning and estate planning. For businesses, it provides business ownership protection, key person protection and employee protection services. Tribel Advisory's legal entity is Tribel Advisory Pty Limited.
What customers say
Based on genuine customer reviews
Tribel - Financial Advisors Bathurst operates from George Street in Bathurst, and its listed services span financial planning, investment, superannuation and insurance. One account describes a couple who visited the adviser, Simon, close to ten years earlier, at a point when one partner had retired with limited superannuation and the other was still some years from retiring.
Simon looked into their circumstances and put forward a transition to retirement arrangement built around a measured amount of salary sacrificing, which the household absorbed without difficulty. Once the second partner retired, the finances were restructured so that the income produced came in a little above the level the couple had been used to. The same account records that the spouse speaks very highly of Simon.
Reviews
Reviews are taken from publicly available sources.
Almost ten years ago, my wife and I visited Simon for advice. I had retired with little Super and Jill was a few years off retiring. Simon investigated and advised a Transition to Retirement. It meant some salary-sacrificing, but nothing too drastic and we coped OK. When Jill retired, Simon was able to organize our finances so well, that we ended up with an income a little greater than what we had become accustomed to. Jill says that Simon is a miracle-worker. I say "thank you" for being, not only our Financial Adviser, but also our friend. Simon continues to update us with appropriate information and to answer any questions that we have from time to time. We thoroughly recommend him, and his staff, to anyone needing financial advice.
Finance & commercial brokers in Bathurst compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 3 businesses in this category in Bathurst are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Ottavo Financial Group | ★ 5,0 | 4 | No |
| 2 | Tribel - Financial Advisors Bathurst (this page) | ★ 5,0 | 2 | No |
| 3 | Western Finance | ★ 1,0 | 1 | No |