Tristan Borkowski

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Expert advice to help provide comfort in your retirement.

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

A.Denyer - Tristan was extremely professional and thorough. As I have 6 years until retirement we discussed income protection, critical illness cover and funeral cover but Tristan did not pressure at any time to pursue these additional measures. He listened, answered my questions and covered everything in a concise, easy to understand way. I never felt overwhelmed with information and we worked through everything to conclusion comfortably.

I needed help on a decision for my AVC in particular. I found Tristan and asked him for advice on how best to use the benefits that I had. From the very start of the relationship, he has demonstrated a tenacious attitude which meant that he has enabled me to be in an optimum financial position possible. He has worked with true professionalism, and a genuine commitment to helping me and my husband with our plans. As a result I couldn’t be more satisfied. I would highly recommend his services to anyone in need of financial advice. Tristan, thank you once again for your help!

I wanted to express my sincere appreciation for the exceptional service Tristan has provided in managing my financial planning. Your expertise in restructuring my pension and investment arrangements has given me peace of mind. Your professional approach and clear communication made navigating the complexities straightforward and reassuring. You understood that retirement isn't just about having enough money—it's about having the freedom to pursue my passions.

Tristan has totally resolved all my upcoming and future pension advice, investment and what is best for me.

Tristan went above and beyond my expectations, from the moment I contacted him he was very upfront about the process and what it would involve. He helped me navigate through all the necessary paperwork between providers with patience and expertise and didn’t charge for the initial consultation. Honesty and professionalism really stood out. I wouldn’t hesitate to work with him again or refer family and friends.

I recently had the pleasure of working with Tristan Borkowski during the process of exploring mortgage options for a new home, and I couldn’t be more satisfied. From the very beginning, he demonstrated exceptional professionalism, deep industry knowledge, and a genuine commitment to helping me find the best mortgage option. He took the time to understand my financial situation and goals, patiently answered all my questions, and guided me through every step of the process. He provided clear explanations of the various options available and never pressured me into making decisions. The entire process was smooth and stress-free, thanks to Tristan’s expertise and attentive service. I would highly recommend his services to anyone in need of financial advice. Tristan, thanks once again for your help!

After attending one of Tristan's workplace education seminars at my company, I realised I needed to have a more in-depth conversation about mine and my husband’s financial situation. Tristan was supportive throughout, he gently guided us through complex questions and decision making, taking time to answer all our questions. This empowered both of us to move forward and create a plan for our long-term financial future. I now feel financially organised for the first time in years, and the peace of mind that brings is invaluable. I trust Tristan completely to have my best interests at heart and I would certainly recommend him to others in the same situation.

Given my past experiences I was quite cynical about financial advisers. Tristan though, with, I felt, his approach being centred around my needs, has dispelled that cynicism. Tristan took the time needed to help me understand the various aspects surrounding my finances, he couldn't have been more helpful. Tristan welcomed my queries no matter how trivial and treated our interactions with the utmost professionalism. Not once did I feel inept or, more importantly, feel as though I was being pressurised or pushed towards outcomes I didn't need. Thanks to Tristan my finances will now have a proper structure to them and I'm looking forward to seeing how everything will pan out in the months and years ahead.

Tristan, presented as highly professional. More importantly he was thoughtful, knowledgeable and personable. He quickly identified that my circumstances were not something he could assist with formally. However, rather than end the call, he provided some very useful general advice which I found most helpful. I think Tristan must be an asset to his business and undoubtedly provides first class, friendly, service to his clients.

It was a pleasure to obtain some excellent, precise advice from Tristan in relation to managing my pensions of which I have several different accounts accrued over my working career thus far. It’s an area I have always been unsure on but am now very clear with what my next steps are and would have no hesitation in recommending Tristan's services to anyone. In addition, Tristan was able and willing to provide some other support in relation to other financial and important life matters and I will continue to liaise with him on matters for years to come.

It's reassuring to know that I can contact him anytime for any kind of financial advice. He has reviewed my current situation, which is not perfect due to a few changes in circumstances. I am hoping to be able to reverse some of those changes, but I know that Tristan will help me if my current plans do not work. I've come to think of him as something of a friend.