At TAG, we don’t believe in get rich quick schemes and we don’t have magical investment formulas. Our 10 investment principles are based on years of experience and successful implementation which we use for ourselves and with our clients.
| 1. Have a plan and set some goals 2. Establish your timeframe 3. Determine your tolerance to risk 4. Focus on quality and be patient 5. Resist the temptation to follow the herd 6. Invest regularly 7. Understand your cash flows 8. Never over commit with investments 9. Do something, as soon as you can 10. Get advice |
What Should You Do Now?
For most people, getting started is the hardest step. Here are a few actions that you can take today:
Become Money Smart
Build your financial knowledge and join our online community where you will receive TAG updates and invites to our Information Sessions.
Meet with us
If you would like to discuss your investing options, we offer a 1 hour no obligation, complimentary consultation with one of our advisers to discuss your situation. Contact us to arrange a time.
Wealth Projections
Our most powerful tool for wealth creation, TAG’s Wealth Projection Tool will show you how long your money will last, is easy to understand, provides clarity and helps create targets and goals. Contact us to arrange a time.
If you have any questions, please don’t hesitate to contact me or your adviser.
Leigh Jobling, CPA
Partner, Investment Advisory & Wealth
TAG Financial Services
Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686).