contact Tag financial
Tag financial mailing list
Tag financial on Google plus Tag financial on LinkedIn Tag financial on Facebook
phone Tag Financial(03) 9886 0800email Tag Financialteam@tagfinancial.com.au

Welcome

At TAG, we are passionate about what we do. This passion means that we make a real difference with every project. We achieve this by providing:

Great Advice in Your Best Interests
We understand that the result matters. By combining experienced accountants and financial advisers, great systems and a results mindset, TAG provide quality independent advice that makes a genuine difference to your outcomes. We will only go ahead with a project if we can provide clear value.

Focusing on Your Financial Goals
At TAG, we want to work with people who are serious about achieving their goals and objectives. So, we spend time finding out what you want to achieve and then help you make it happen through action plans and key milestones to ensure you are on track and achieve your goals.

Comprehensive Service You Require
TAG is the Total Advisory Group offering a comprehensive range of services for individuals and business owners including accounting, specialist tax and structuring advice, wealth management* and advice, estate planning and superannuation advice. These are all delivered by our great in-house team to provide seamless solutions and great results.

* Financial Planning Services provided as an authorised representative of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’).  Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

Latest from the tag blog

How a Succession Plan Can Save Your Business (and Protect Your Family)

Posted on April 21, 2015 by admin

What is a Business Succession Plan? While everyone wants their business to be successful and operate for a long time, you may not necessarily want to remain at the helm. At some point, you may want to pass the business on to your children, or to someone else in the company. You may want to […]

next tag event

Trustee Training

Register here

5th May 2015 This training is aimed at: Providing Trustees of Self Managed Funds with an understanding of their role and responsibilities as a Trustee Those wanting a refresher session or Those thinking about setting up a SMSF and want to know what is involved. Join us for this stimulating information evening. 6.00pm – 7.00pm […]

Tag finanical testimonials

Having known all the Directors at TAG for some time and having performed work for many of their clients, it’s easy to see why TAG is such a professionally strong and culturally sound business that will be around for many years to come. Having my affairs taken care of by this full service firm was an easy decision.
– Richard DeGille – Partner, Aughtersons Solicitors

After my husband passed, the thought of managing my investments was overwhelming to say the least. TAG Financial Services guided me through the process and while I’m sure there was a lot of complexity, to me they kept it simple. At the same time they listened to my needs and concerns and delivered a result in reportedly the worst investment market for a long term.
– Val Horney – Retiree

Having started my business at the same time as TAG, we have grown together. A lot has changed, things have become a lot more complex but TAG has evolved to ensure they keep delivering a result. I work closely and communicate regularly with my advisers – there is just no other way.
– Joel Kearney – Managing Director, Con-Struct Ceilings Pty Ltd

MEET our team

Our services

Business advisory & tax

investment advisory & wealth

superannuation advisory & audit

accountants & advisers