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
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
LATEST FROM THE TAG BLOG
Upcoming Webinar: Using the right numbers to drive your business profit
Wednesday, 6 October | 8am – 8.45am
Let Tony Rule will help you gain clarity, understanding and confidence to drive your business profit.
Posted on September 16, 2021 by TAG Financial Services
Lockdown 6.0 – Business Support Payments - updated
With our 6th lockdown continuing, the Victorian Government is continuing to provide some financial support.
Here is an update of the key payments available.
Posted on September 12, 2021 by TAG Financial Services
Doing your tax return? Check out these tips!
Doing your taxes? Don’t know where to start? After the year that was 2020 and many rounds of lockdowns, you are not alone. Here are some TAG blogs and pointers to help you.
Posted on September 5, 2021 by TAG Financial Services