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Success Awaits


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 provides 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.



Focusing on Your Financial Success

TAG Financial Services


Making Your Business Better, For You

Business Advisory & Tax

Position Yourself

Securing Your Financial Future

Superannuation Advisory & Audit


Growing Your Wealth is Our Focus

Investment Advisory & Wealth

Stay Focused

Helping You Find the Right Loan

Finance & Loans


Practical Solutions to Technical Problems

Accountants and Advisers


Briefings on financial and industry news.


Read our articles supporting Accountants and Advisers.


Here's what some of our clients have said about us

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




TAG Wealth Tips - Set Your Money Goals for 2019

January is a great time to set some financial goals for 2019. ASIC has written an excellent article that outlines 5 tips to achieve your money goals (and includes some handy tools/calculators). The 5 tips include: Making a plan for your money (includes a budget planning tool) Home in on your savings (includes a savings…

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Posted on January 11, 2019 by TAG Financial Services

Trustee Responsibility

When a Trustee is not solely responsible, how does it impact Accountants and Auditors? Two recent court cases, Cam & Bear and Ryan Wealth, each considered whether the actions of the SMSF auditor were appropriate in light of the investment activity that each SMSF undertook. Cam & Bear saw the Fund provide money to a…

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Posted on November 26, 2018 by TAG Financial Services

TAG Video - Super Investment Strategy

Whether you are 25 or 65, understanding the rules and choosing the right investment strategy within your super will influence how much money you’ll have in your retirement years. In Part 1, Brenda Hutchinson discusses the new rules and regulations in Super and how they may impact you (35 minutes).     In Part 2,…

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Posted on November 19, 2018 by TAG Financial Services