Home loan volumes have significantly increased over the past year, especially among investors. Investors committed to $10.67 billion of mortgages in May, according to the latest data from the Australian Bureau of Statistics. That was 29.5% higher than the year before.
January, the month of resolutions, planning, and the universal sigh about festive feasts. But here’s the reality —only 22% of resolution-makers see them through past January (of the 37% who even made them in the first place). So, how are your personal commitments holding up post-holiday bliss? Sticking to new habits is tricky once reality…
In this event for business owners, we will challenge you to stop and think about your personal plan and what you need to do to create the outcomes that you want, not just in your business but in your personal and family’s financial life.
Congratulations to Wendy Waack on 5 years with TAG Financial Services. Wendy does amazing work at TAG and helps our business clients grow their business as well as their personal wealth. We look forward to many more years of service! Wendy (right) pictured with TAG Partner Brenda Hutchinson. Want to know more about Wendy? Click…
What do you do at TAG? I am the Financial Controller. Although I now work more behind the scenes of TAG, I started in the Business Advisory & Tax division as an Accountant. How do you prefer to start your day? Tea or Coffee? Definitely coffee! What was your first job? I worked in a…
In 2022, TAG celebrated its 25-year anniversary. In this time, TAG has grown and evolved, and we felt our brand should also reflect our growth. We are proud to announce the launch of our new logo: In the development of the new logo, we spent time considering the benefit we provide our clients and…
What do you do at TAG? I am an SMSF Specialist Advisor and manager in TAGs SMSF division. As well as overseeing all our client’s SMSF compliance obligations, I regularly meet with and assist our clients in identifying strategic opportunities available to them. It’s a complex area and I really enjoy demystifying technical jargon to…
What do you do at TAG? I lead our Business Advisory & Taxation and Superannuation Advisory & Audit divisions. My role encompasses many different areas, from providing strategic direction for the divisions to ensuring the team receives the necessary training, mentoring and career development opportunities. I also ensure that both divisions function effectively so that…
What do you do at TAG? I lead our Superannuation Advisory and Audit Division, responsible for all SMSF accounting and audit as well as providing strategic advice around superannuation investment and estate matters. How do you prefer to start your day? Tea or Coffee? Definitely coffee. What was your first job? First job was at…
What do you do at TAG? I am a partner in the Business and Advisory Team. We as a team provide advice to our business clients to ensure we grow their business as well as their personal wealth. How do you prefer to start your day? Tea or Coffee? Coffee – double shot! What was…
What do you do at TAG? I’m the operational Partner of our Investment Advisory and Wealth division. I work with the team to ensure we are delivering quality advice to clients in a timely manner. We are also self licensed which means we are responsible for the compliance requirements that comes with running a leading…
What do you do at TAG? I provide financial advice for clients – which includes understanding tax, super and financial planning concepts is so important and allows us to navigate the complex financial world to get the best advice for our clients. How do you prefer to start your day? Tea or Coffee? Definitely coffee…