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Your local financial advisors specialising in Aged Care

Our team has been specialising in Aged Care Financial Advice for many years. We’re proud to service the Central Coast aged care community and help you make financial decisions that give you control, comfort and confidence.

Our Services

Estate and Retirement Planning

Accessing aged care services such as a retirement village, home care or residential care doesn’t mean you will have nothing to leave your family.

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Aged Care Financial Planning

Our approach to Aged Care Financial Planning will give you straightforward, easy to follow guidance and strategies to help you manage your financial affairs, for whatever may come next.

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Home Care

Home care can be an excellent way to stay in the comfort and familiarity of your home for you or your loved ones. It gives you independence, with the confidence that comes from having the right support for day to day living activities.

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Residential Care

We will help you find the right living arrangement and organise your assets so you can make best use of your entitlements and benefits.

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Retirement Villages

Moving to a retirement village can be an excellent option for older Australians. Our expertise in aged care financial advice for retirement villages means we can give you a clear picture of the costs, pension entitlements and payment terms available to you.

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Entitlements & Benefits

We can help you find and claim benefits and entitlements to give you choice and confidence in aged care services.

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Our Partners

Testimonials

I have been a client of TBA Financial Services since 1998 moving then to the Central Coast. First looked after by Tony Brownhill, Sarah’s father, until his sad and sudden death in 2004. He was a truly lovely man. Sarah then managed to take on the responsibility of the entire business. I felt immediately safe and at ease with her, still do thus have never looked back. I look forward to my appointments and feel totally confident my Superannuation is in excellent hands.

Not being completely okay with world financial markets myself, when Sarah offers her suggestions/advice it’s a great comfort to be so reassured that my monies are being cared for by such a knowledgeable person with such expertise. I am always welcomed with warmth walking into her office: a warmth which only increases during our meetings. Sarah’s interest in me is not limited to my financial affairs. I always feel comfortable enough to share other parts of my life during my time with her. What a feeling to know all of me is important to her. We have had many laughs over the years and I always leave feeling better for my visits.

Having such confidence in Sarah Hall leaves me feeling not only secure with her but also important to her. Knowing, at any time, I am able to phone re any and all concerns I may have re my finances I believe I am in the best hands possible. Her staff also friendly and welcoming have me believing nothing is ever too much trouble.

Knowing now that Sarah also specialises in Aged Care Financial Planning is of great comfort to me. She has seen me through my mid working years to my retirement a few years ago. I now know she will continue to guide, advise and walk with me through my ageing years when that time comes. I feel totally safe and secure in the hands of Sarah Hall. It’s a truly wonderful feeling.

Pauline Vial……..July 2018.