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
ATO Crack Down on Car Expenses
The ATO recently announced that work-related car expenses are one of their key focuses. We have recently seen clients receive this scrutiny and think it’s a timely reminder to ensure your record keeping for car expenses is up to scratch as any issues may lead to a review by the ATO. Recent Case – ATO…
Posted on December 8, 2019 by TAG Financial Services
ATO Getting tough on Super
The ATO has recently announced increased consequences for SMSFs who are late in lodging their annual returns (tax returns). Effective 1 October, an SMSF more than two weeks overdue have had their regulation details removed from Super Fund Lookup. Why is this a big deal? Super Fund Lookup is the mechanism that allows SuperStream to…
Posted on December 2, 2019 by TAG Financial Services
Westpac (WBC) Bank Share Offer
Westpac Bank (WBC) is seeking to raise money via a Share Purchase Plan to strengthen their balance sheet, support customer growth and provide an increased buffer above the regulator’s specified capital requirements. As a current shareholder, you are able to purchase up to $30,000 worth of shares at the lesser of: • $25.32 per share;…
Posted on November 20, 2019 by TAG Financial Services