Client Testimonials

 



 

From starting out in a new business, through growth and expansion, the team a TAG have walked alongside us giving advice, support and quality financial expertise for over twenty-four years, helping us to build our superannuation. We highly recommend TAG to anyone interested in making their business flourish and maximising the potential to realise their personal long-term goals.

– John C

 

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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 D

 

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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 K

 

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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 goals. 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 consel.

– Wendy

 

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We count our blessings we were drawn to your unique professional services, and we can now enjoy peace of mind for wills and succession.

– John & Wendy H

 

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TAG has always underscored how important it was to me and to my family to protect my financial affairs; my business, my personal investments and the plans for my retirement. Thank you to the team at TAG for your past and ongoing guidance and support.  

– Russell M

 

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Michelle [TAG Partner] helped us take an honest look into how we manage our finances and how to understand how small changes can make big differences, which was truly empowering. We felt full support from Michelle and she expressed excitement and hope for the future we are trying to build. Michelle was a pleasure to work with and turned what a bleak financial outlook into an exciting one.

– Al G