TBA Financial

TBA  Financial

We believe financial advice is not a one-off event but an ongoing process. We aim to get your finan

Name:
TBA Consolidated Financial Pty Ltd trading as TBA Financial

ABN:
62 074 864 369

Authorised representative number:
249272

Credit representative number:
370749

Address:
1st Floor, 308 Centre Road
Bentleigh VIC 3204

Phone:
03 9557 1057

This webpage contains general information only and does not take into account your objectives, financial situation or needs. Therefore, before relying on t

9 tips to manage your debts - TBA Financial 11/06/2023

9 tips to manage your debts

9 tips to manage your debts - TBA Financial How you tackle your debts may make a big difference to what you pay in…

Understanding your retirement income - TBA Financial 06/06/2023

Understanding your retirement income

Understanding your retirement income - TBA Financial It is important to understand where this income will come from, how long it will…

How to plan a gap year for grown ups - TBA Financial 30/05/2023

How to plan a gap year for grown ups

How to plan a gap year for grown ups - TBA Financial It’s not just school leavers who dream of a gap year. Those of us who’ve…

How to get super ready for EOFY - TBA Financial 14/05/2023

How to get super ready for EOFY

How to get super ready for EOFY - TBA Financial Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the…

Think you’ll never fall for a scam? Think again! - TBA Financial 09/05/2023

Think you’ll never fall for a scam? Think again!

Think you’ll never fall for a scam? Think again! - TBA Financial It’s no secret that scammers are getting more sophisticated. As this is an ever-evolving space,…

How catch-up concessional contributions work - TBA Financial 07/05/2023

How catch-up concessional contributions work

How catch-up concessional contributions work - TBA Financial If you’ve had interrupted income, or just haven’t been in a position to put as…

Investing on the share market: Passive or active? - TBA Financial 02/05/2023

Investing on the share market: Passive or active?

Investing on the share market: Passive or active? - TBA Financial Index funds continue to outperform the majority of active managers over time, but a blend…

Australia's housing shortage - TBA Financial 30/04/2023

Australia's housing shortage

Australia's housing shortage - TBA Financial Key Points Housing demand in Australia is rising quickly because of a surge in net…

How to spot and stop financial abuse - TBA Financial 27/04/2023

How to spot and stop financial abuse

How to spot and stop financial abuse - TBA Financial Until recently, financial abuse was often kept secret, especially where it occurred within the family.…

Timeline photos 26/04/2023

The EOFY is fast approaching. Now is a great time to start preparing for June 30

10 ways to boost your super savings - TBA Financial 25/04/2023

10 ways to boost your super savings

10 ways to boost your super savings - TBA Financial Check out what you could do while you’re still earning an income and have time…

Understand the insurance claims process - TBA Financial 19/04/2023

Understand the insurance claims process

Understand the insurance claims process - TBA Financial It’s easier to make a claim on your life insurance if you gather the right…

Weighing up cash deposits - TBA Financial 18/04/2023

Weighing up cash deposits

Weighing up cash deposits - TBA Financial Cash in a deposit account doesn’t necessarily equate to safety. That’s why many investors are…

7 ways to stay active and healthy in retirement - TBA Financial 16/04/2023

7 ways to stay active and healthy in retirement

7 ways to stay active and healthy in retirement - TBA Financial Staying active and connected can sometimes have its challenges, depending on where you live, but…

Timeline photos 11/04/2023

Many of us will spend more than 1/3 of our lives in retirement

Timeline photos 02/04/2023

It’s been a turbulent year on the share market and staying the course can be tough

Timeline photos 21/03/2023

Eligibility age for downsizer super contributions has reduced from age 60 to 55

14/03/2023

Retirement planning: it's not all about the money

tbafinancial.com.au

How can refinancing your home loan save you money? - TBA Financial 12/03/2023

How can refinancing your home loan save you money?

How can refinancing your home loan save you money? - TBA Financial By replacing your current home loan with a new one, you could take advantage of…

Money challenges women face - TBA Financial 07/03/2023

Money challenges women face

Money challenges women face - TBA Financial Knowledge is power. Financial knowledge is particularly powerful when it comes to securing your future.…

Timeline photos 28/02/2023

Have you thought about your transition to retirement?

Buying shares for kids: a gift that keeps on giving - TBA Financial 26/02/2023

Buying shares for kids: a gift that keeps on giving

Buying shares for kids: a gift that keeps on giving - TBA Financial Many parents and grandparents worry about how to help the children in their lives achieve…

How to prepare financially for starting a family - TBA Financial 19/02/2023

How to prepare financially for starting a family

How to prepare financially for starting a family - TBA Financial Starting a family is an exciting time but it can also be an expensive one.…

8 pearls of wisdom for investors - TBA Financial 15/02/2023

8 pearls of wisdom for investors

8 pearls of wisdom for investors - TBA Financial There’s a lot of investment guidance out there. Too much can be overwhelming. So, how…

Guide to concession cards for seniors - TBA Financial 14/02/2023

Guide to concession cards for seniors

Guide to concession cards for seniors - TBA Financial The excitement of heading towards retirement and a new stage of life can be tinged…

Can you teach your kids to defer gratification? - TBA Financial 12/02/2023

Can you teach your kids to defer gratification?

Can you teach your kids to defer gratification? - TBA Financial When it comes to teaching kids about healthy money habits, there are few lessons more…

When can I access my super? - TBA Financial 05/02/2023

When can I access my super?

When can I access my super? - TBA Financial Generally, you can access your super when you reach your preservation age and retire, but…

Timeline photos 31/01/2023

If you’re planning to maintain your current lifestyle in retirement but not sure if you’ll have enough money, call us today

Stepping stones to reach your goals - TBA Financial 24/01/2023

Stepping stones to reach your goals

Stepping stones to reach your goals - TBA Financial The calendar turns over to a fresh, brand new year, full of promise, so how…

Making the most of your super limits - TBA Financial 17/01/2023

Making the most of your super limits

Making the most of your super limits - TBA Financial Getting more money into superannuation is a proven way of building wealth to spend in…

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00