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.
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.
If you need to speak to us about a general query fill in
the form below and we will call you back within the
same working day.
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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.