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Melbourne-based advice firm acquires boutique business

Tribeca Financial has announced the acquisition of a boutique planning business.

On Tuesday (30 November), the firm confirmed it has acquired Lime Financial Planning, based in Wantirna, Victoria.

The news will see Lime co-founder Nathan Fradley join Tribeca this week, after founding Lime in 2015 where he led ethical investments and aged care.

Tribeca founder and chief executive Ryan Watson said Mr Fradley’s way of doing business is culturally aligned to the Melbourne-based company’s values.

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“Nathan is an A-grade adviser who always puts the client at the centre of his thoughts and advice,” Mr Watson said. 

“He joins our tribe bringing a significant skill set to the business, with a special interest and expertise in ethical investing. I’m very pleased that the opportunity arose for Nathan to become part of the Tribeca business.

“Our goal is to inspire, educate and support 5,000 families to enable them to live their good life and this acquisition enables Tribeca to serve more than 900 families around Australia. I look forward to a positive and productive partnership.”

The acquisition comes after Tribeca recruited some key talent this year, including senior adviser Kirsten Townsend, client experience associates Tori Coils and Lucy Atkinson and mortgage broker Bruna Moore.

“In the last year, we have made significant investment in our tribe, and it’s encouraging that Tribeca is attracting the industry’s leading talent,” Mr Watson said. 

“We’re fortunate to have maintained business growth throughout 2021, and the acquisition of Lime stands us in good stead for a strong start to 2022”.

Melbourne-based advice firm acquires boutique business
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Neil Griffiths

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.

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