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Success Awaits

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

 

After my husband passed, the thought of managing my investments was overwhelming to say the least. TAG Financial Services guided me through the process and while I’m sure there was a lot of complexity, to me they kept it simple. At the same time they listened to my needs and concerns and delivered a result in reportedly the worst investment market for a long term. 

 

– Val Horney – Retiree

 

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

 

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LATEST FROM THE TAG BLOG

Investing – what’s stopping you?

What stops people from investing…? Michelle Griffiths has spoken to 1,000s of people over the years and has heard all sorts of different reasons why they don’t invest… In this short video, Michelle draws on this knowledge and takes you through: The key reasons why people don’t invest How to decide when it’s the right…

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Posted on April 12, 2018 by TAG Financial Services

The Connected Practice

TAG Financial Services was recently featured at the MYOB Incite conference, in a video series on ‘The Connected Practice’. This highlights the amazing benefits a client can achieve using an Adviser (accountant) and a Bookkeeper to grow their business. The results will surprise you. To watch the MYOB ‘The Connected Practice’ videos, click on the links below:…

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Posted on March 22, 2018 by TAG Financial Services

How to get a free holiday every year for the next 30 years

Interest rates are at historical lows, lenders are fiercely competitive; and our customers are winning. In a recent example, a TAG client accepted our invitation to a complimentary home loan review. During the review it was discovered their home loan interest rate was close to a full percentage point above the sharpest rate we can secure…

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Posted on March 20, 2018 by TAG Financial Services