At TAG, we are passionate about what we do.
This passion means that we make a real difference with every project.
 



Great Advice in Your Best Interests

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.
 

Focusing on Your Financial Goals

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 offers a comprehensive range of services for individuals and business owners. These are all delivered by our great in-house team to provide seamless solutions and great results.

OUR SERVICES

Conquer

Focusing on Your Financial Success

TAG Financial Services

Courage

Making Your Business Better, For You

Business Advisory & Tax

Position Yourself

Securing Your Financial Future

Superannuation Advisory & Audit

Freedom

Growing Your Wealth is Our Focus

Investment Advisory & Wealth

Stay Focused

Helping You Find the Right Loan

Finance & Loans

Knowledge

Practical Solutions to Technical Problems

Accountants and Advisers

INFORMATION SESSIONS

Briefings on financial and industry news.

ACCOUNTANTS AND ADVISERS

Read our articles supporting Accountants and Advisers.

TAG TESTIMONIALS

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

 

TAG has given us direction and confidence for our financial future. Their personalised approach has helped us set individual goals and allowed us to easily track our progress as we have worked toward our ultimate aims. TAG cater to all levels of financial knowledge and help you see that financial security is easier than you might think. We love the security of their counsel.

 

– Wendy

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

 

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LATEST FROM THE TAG BLOG

Division 293 Explained - Super Tax for High Earners

Saving for retirement through superannuation is a smart and tax-efficient approach for many high-income individuals. However, there are limits to consider.

Posted on February 5, 2024 by TAG Financial Services

Holiday homes and deductions

If you own a holiday home, there are rules and regulations about what tax deductions you can claim. In this article, we outline the ATO rules.

Posted on January 14, 2024 by TAG Financial Services

TAG Christmas Closure Dates 2023

TAG will be closed on Monday 25 December 2023 and will re-open on Monday 8 January 2024.

Posted on December 11, 2023 by TAG Financial Services