FOCUSING ON YOUR FINANCIAL SUCCESS
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
Securing Your Financial Future
Superannuation Advisory & Audit
Growing Your Wealth is Our Focus
Investment Advisory & Wealth
Helping You Find the Right Loan
Finance & Loans
Practical Solutions to Technical Problems
Accountants and Advisers
Briefings on financial and industry news.
ACCOUNTANTS AND ADVISERS
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
LATEST FROM THE TAG BLOG
TAG Super Seminar – hear what our attendees said….
At the TAG Super Seminar this year, we asked some of the attendees what they thought of the seminar. Here’s what they have to say…. The annual TAG Superannuation Strategies Seminar offers clever strategies and technical knowledge to accountants and financial advisers. Michelle Griffiths and Brenda Hutchinson backed by the TAG team, are considered industry…
Posted on September 26, 2018 by TAG Financial Services
Bank of Mum and Dad – a planned approach
Michelle Griffiths, Partner at TAG Financial Services has spoken to many parents who want to assist their children buying their first house. Michelle outlines the key elements that will make this a success. Parents want to assist their children buying their first home for 2 main reasons: 1. Because housing is so expensive now –…
Posted on September 19, 2018 by TAG Financial Services
Our Top 5 Financial Resolutions
Start the new Financial year with our top five resolutions to boost your financial success: 1. Develop a budget – this is the most valuable tool for managing your finances. 2. Manage your debts – chip away at your debts and you’ll spend less on interest 3. Improve your cashflow – have a look at…
Posted on June 26, 2018 by TAG Financial Services