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.
Focusing on Your Financial Success
TAG Financial Services
Making Your Business Better, For You
Business Advisory & Tax
Securing Your Financial Future
Superannuation Advisory & Audit
Growing Your Wealth is Our Focus
Investment Advisory & Wealth
Helping You Find the Right Loan
Finance & Loans
Practical Solutions to Technical Problems
Accountants and Advisers
Briefings on financial and industry news.
ACCOUNTANTS AND ADVISERS
Read our articles supporting Accountants and Advisers.
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.
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
Has 2020 put doubt in your retirement plans?
2020 has impacted all our lives in various ways. These changes combined with market uncertainty may have made you doubt your planned retirement date. Read our latest article to find out if you have enough money to retire and when.
Posted on October 30, 2020 by TAG Financial Services
Take our Personal Finance Quiz
Are you on track to achieve your financial goals? Start by taking our Personal Finance Quiz…
Posted on October 25, 2020 by TAG Financial Services
What does the Federal Budget mean for your Self-Managed Super?
In terms of superannuation, Tuesday’s Federal Budget responded to the recommendations of the Hayne Royal Commission (2018) announcing the following…
Posted on October 12, 2020 by TAG Financial Services