Wendy Barnham
Senior Financial Adviser at Tribel Advisory - City of Parramatta Council, nsw, Australia
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Adelaide,South Australia,Australia
Tribel Advisory
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WHO WE AREBuilding from our foundations as part of Aon, we are Tribel and we deliver and improve holistic financial well-being for our clients through a fresh and creative approach in anticipating their financial, lifestyle and wellness needs.WHAT WE DOWe provide a range of financial planning solutions for clients right across the breadth of our community, from the average Australian employee starting out, to high net worth individuals, from SME business owners to corporate employees. For us, outcomes matter and we understand that one size does not fit all. Across cash-flow management, debt management, risk management, wealth creation, retirement readiness and estate planning, we personalise our approach for each client to tailor the full arc of their financial wellness journey.WHY WE DO ITWe believe financial wellness goes beyond delivering an individual's financial security. We believe financial wellness benefits not only the individual, but the future and security of their entire family. Financial wellness, delivered with empathy and understanding, builds stronger communities, delivers intergenerational independence and an overall stronger economy.HOW WE DO ITWe're powered by integrity, personal and collective. We pride ourselves in being ethical in everything we do, acting appropriately and with responsibility towards our clients and our partners. We view ourselves as partners to our clients, delivering excellence and results, and always with a future mindset.WHAT MAKES US DIFFERENTWe're passionate about delivering financial well-being, which we define more broadly than other industry players. Our clients enjoy the specialness of being part of a community that anticipates their financial, lifestyle and wellness needs across every stage of their lives. We bring a client-centric culture based on empathy and understanding of our clients' individual situations. And we're motivated daily by our strong commitment and responsibility to our clients.