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

 

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LATEST FROM THE TAG BLOG

Clarification of the “Cash Flow Boost”

The Cash Flow Boost announced in the second stimulus package by the Federal Government on 22 March 2020 has understandably created some confusion amongst business owners.

Posted on April 1, 2020 by TAG Financial Services

The JobKeeper Payment – an economic vaccine?

In a bold move Scott Morrison and the Australian Government have announced the shot in the arm that Australian business was calling for to battle the impact of the Coronavirus.

Posted on March 30, 2020 by TAG Financial Services

Super Client Strategies Part 1 - Pension Changes Strategy

Author: Jason Roccasalvo, Partner, TAG Financial Services Our 5 Part – Super Client Strategies, are designed to be used with your clients straight away. In Part 1, we focus on pension changes and how this can be used effectively and successfully. The markets have seen a significant reduction in capital, and no one has been…

Read more…

Posted on by TAG Financial Services