TAB Financial Planning

TAB Financial Planning Helping you to make the most of your money.

With Roche Wills & Trusts – I just got recognised as one of their top fans! 🎉
16/07/2025

With Roche Wills & Trusts – I just got recognised as one of their top fans! 🎉

Thank you to all who attended the sponsored event at the Balmer Lawn Hotel last Monday.Bernie De Souza delivered an insp...
07/07/2025

Thank you to all who attended the sponsored event at the Balmer Lawn Hotel last Monday.

Bernie De Souza delivered an inspiring presentation, perfectly complemented by Charlie Budd's brilliant photography that truly captured the energy and spirit of the day.

I heard some really positive comments around the skills learned, introductions made and our community being built with like-minded professionals who want to help people.

I look forward to seeing you all really soon.

Financial literacy is incredibly important!April is Financial Literacy MonthIt refers to the ability to understand and e...
25/04/2025

Financial literacy is incredibly important!

April is Financial Literacy Month

It refers to the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing

Here are some key aspects of financial literacy:

📌Budgeting: Creating a plan for how to spend and save money.
📌Debt Management: Understanding how to use credit responsibly and manage debt.
📌Saving: Setting aside money for future needs or emergencies.
📌Investing: Using money to purchase assets that can grow in value over time.
📌Financial Planning: Setting financial goals and creating strategies to achieve them.

Benefits
✅Improved Financial Decision-Making: Helps you make informed choices about spending, saving, and investing.
✅Reduced Risk of Financial Problems: Less likely to fall into debt or face financial crises.
✅Increased Wealth: Better management of finances can lead to greater savings and investments.

So, How to Improve Financial Literacy
📓Education: Take courses, read books, and follow financial news.
💪Practice: Apply financial concepts in your daily life.
👀Seek Advice: Consult with financial professionals.

Improving your financial literacy can have a profound impact on your life.

https://lnkd.in/eViz29Ed

Social comparison can be the thief of financial contentment. Trying to ‘keep up with the Joneses’ often leads to unneces...
19/03/2025

Social comparison can be the thief of financial contentment. Trying to ‘keep up with the Joneses’ often leads to unnecessary spending, anxiety and misaligned financial goals.

Instead of following the crowd, focus on your unique objectives and financial situation.

Everyone’s circumstances are different and personalised advice ensures your financial decisions align with what truly matters to you.

Don’t let external pressure derail your plans – define success on your own terms. When you focus on your goals and seek tailored guidance, you’ll build a stronger financial future, free from the stress of comparison.



TristanBorkowskiTABFinancialPlanningLimited@savingsandinvestments.onmicrosoft.com/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/TristanBorkowskiTABFinancialPlanningLimited@savingsandinvestments.onmicrosoft.com/bookings/

🚨It's never too late...🚨🕘you always have time to change an outcome👀you need clarity to be able to make an informed decis...
19/02/2025

🚨It's never too late...🚨

🕘you always have time to change an outcome

👀you need clarity to be able to make an informed decision

But some people have found a way to take action now and get the future they want.

This week I had been speaking with Sharon who had a warm heart and mothered her children. But they had problems after being divorced and did not know if they retire when they wanted to. Sharon overcame this by:

✅using the assets she had 💰🚙🏡📱
✅earmarking what her expenditure would be each year 📅
✅she now has a plan of when she can do what she wants📋

Now Sharon has peace of mind and spends quality time with her daughters Ice-skating, Horse-riding and can get excited about her travelling to see family in Australia 🇦🇺

If you would like to discuss your future please speak to me:
[email protected]/" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]/

'...Too much is not enough, nobody said this stuff makes any sense...'Does this remind you of something?Pensions are com...
05/02/2025

'...Too much is not enough, nobody said this stuff makes any sense...'

Does this remind you of something?

Pensions are complicated

We were not taught this at school

There is a company that can help you

A short story from a client called Mark. Mark was a happy guy and enjoyed being on the sea, his favourite pastime when you wasn't working. But Mark had problems with debts and having numerous pensions he didn't know where to start. He overcame these issues by repaying down his debts and restructuring his investments. Mark can now spend more time on his boats and works because he chooses to.

If you would like to know more information speak to me through the link below:

[email protected]/" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]/

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