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.
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
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
Finally, the win-win solution is here
Protect the most important thing to your practice: Client relationships Nobody likes being the target of an audit/review – but we’ll be ready for you and your clients if and when it happens. We all know tax audits/reviews have the potential to damage great working relationships. You either get beaten up because your clients demand reduced…
Posted on October 2, 2019 by TAG Financial Services
Estate Planning - How not to leave a trail of chaos
Let’s face it: no-one likes to think of death, especially their own. It’s not exactly a great conversation starter, is it? This might explain why so many people end up “dying Intestate” which means they die without a will and, as a consequence, have their assets distributed according to State law. Sadly, the way State…
Posted on September 20, 2019 by TAG Financial Services
How much do I need to Set up a Self Managed Super Fund?
If you want to start a Self Managed Superannuation Fund (SMSF) the Australian Securities and Investment Commission (ASIC) recommends a minimum fund balance of $200,000. Less than this can be considered as not cost effective. This is also dependent on your circumstances and objectives, as you should still consider setting up a SMSF with less…
Posted on September 11, 2019 by TAG Financial Services