When you think about financial advice, what comes to mind? Numbers? Spreadsheets? Maybe superannuation or investments?

But the best financial advice goes way beyond the money.

In this episode of Money & a Good Life, Steph and Ryan sit down with Sean Birch - Financial Adviser & Director, former accountant, and someone who understands that financial planning is really about people, family, and legacy.

Sean (or Birchy, as he's known) has that rare combination of a numbers brain and high emotional intelligence. He's built deep, long-standing relationships with his clients because he understands that advice isn't just about managing assets, it's about protecting what matters most.

This conversation explores the emotional, human side of financial advice that most people don't talk about, but where some of the most powerful work happens.

What we talk about:

• How Sean transitioned from accounting to financial advice
• What he loves about the work and times he's made a real difference
• "Living legacy" - what it means and how it differs from traditional estate planning
• Real examples of helping families create living legacies (home ownership, investment education, business mentorship)
• How to involve children in financial planning in age-appropriate ways
• Supporting people who inherit and are scared of "getting it wrong"
• Facilitating delicate conversations between parents and adult children about money
• Why young adults listen to advisers when they tune out their parents
• Building trust with the next generation while respecting family dynamics
• Making financial planning relevant for young people (crypto, ethical investing, super)
• The "sandwich generation" juggling aging parents and children
• Australia's $3.5 trillion intergenerational wealth transfer over the next 20 years
• Preparing families for gradual wealth transition versus sudden inheritance
• Making money a source of connection, not conflict
• The role of adviser as advocate, protector, and trusted third party

If you've ever wondered what truly excellent financial advice looks like, this conversation will show you it's about so much more than the numbers.

Here's to your Good Life. And thanks for listening.

You can find us at https://www.tribecafinancial.com.au/   

Our guest:  

Sean Birch, Senior Adviser & Director 

Connect with Sean on LinkedIn here

Learn more about Sean here

Our hosts:  

Ryan Watson, CEO, Tribeca Financial   

Follow Ryan: https://www.linkedin.com/in/r-watson/  

Stephanie Coombes, podcast expert and media strategist  

Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/  
 
 

Tribeca 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. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.   

Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.  

Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.