TBA is owned and operated by Tim Bell who has over 30 years of experience in financial services.
Tim is supported by a team of professionals in financial planning, superannuation, insurance, mortgage and finance broking.
Our core aim is to enable our clients to live a worry free lifestyle knowing their personal financial situation is under control.
We can help you achieve your financial goals through smart investment and superannuation strategies, regular reviews and planning for retirement.
Risk management is part of our expertise with life insurance solutions tailored to your needs.
As we say, we like to get your financial house in order and keep it that way forever!
We are based in the Bayside suburb of Bentleigh. Our office is located at the western end of a vibrant strip shopping precinct on Centre Road. Cafes, European delicatessens, restaurants, banking and a wide variety of other retailers are nearby. We’re proud to be part of this fantastic community.
What Our Clients Say
My husband and I commenced using TBA Financial after our previous insurance representative retired. While we had been satisfied with the service we had received and sceptical when told TBA would provide us with what we did not know we needed, we went ahead with them. Since joining them, TBA has been brilliant. They have reworked our superannuation to set in place a plan for our retirement years. They have listened to us and looked at our case individually; ensuring the products suggested best match our needs. They have been available via phone and email whenever we had a query or wished to further discuss our financial plans. I would absolutely recommend them as a business that provides individual advice and through a hands on approach, endeavours to marry the needs of the client to their future expectations. In fact we so trusted them, we used them to help us arrange our son’s first foray into the housing market!”
J & J.S, Narre Warren VIC.
“Since I retired, I’ve been so busy I don’t know where I found time to go to work. Ongoing income is important to me but I don’t want to be working at it all the time. Tim Bell has helped me to plan for my retirement so that I enjoy a steady income stream with a minimum of hassles, leaving me free to do all those things I always wanted to do but could never find the time.”
WD, Vermont South VIC.
“Over a period of 8 years Tim Bell has been able to accommodate all my company and family’s financial needs. They have changed dramatically over the years and Tim’s knowledge and expertise has ensured that our investments are flexible, competitive and tax effective. Tim is always available to answer questions big or small which I believe is very important in such a changing economic environment. I highly recommend Tim to anyone that requires sound financial advice.”
CB, Canterbury VIC.
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.