Consulting Service

Practical Solutions to Technical Problems

TAG Financial Services provides practical solutions to technical problems therefore our advice translates complex issues into practical solutions to you for your clients’ particular situation. TAG has been providing specialist superannuation advice to accounting professionals and the industry for nearly 20 years. Our experienced advisers have expertise in superannuation, business services and wealth management. At TAG we focus on special projects and once off consultancies for you and your clients.

When dealing with your clients you may wish to engage TAG Financial Services to assist you in the following areas:

  • Fund Establishments and Amendments.
  • Pension Strategies.
  • Property Transfers.
  • Estate Planning.
  • Borrowing in Super strategies.
  • Stamp Duty Exemption.
  • Small Business CGT Advice.

Our advice is quoted upfront for your authorisation before we commence. We will help enhance your clients’ satisfaction and we will respect and maintain your relationship with your clients. 

 

The Next Step

Contact us to discuss how TAG can assist you and your clients.

 


Financial Advisory Specialists for Accounting and Financial Professionals

'It is never easy setting out to do something different.  Making a difference requires passion and vision.  We are achieving these things and while we have seen many changes and withstood many challenges, there is a long and bright future for our truly independent advice focused firm."

Mark Templeton

Managing Director