Bank of Mum and Dad – a planned approach

Michelle Griffiths, Partner at TAG Financial Services has spoken to many parents who want to assist their children buying their first house. Michelle outlines the key elements that will make this a success. Parents want to assist their children buying their first home for 2 main reasons: 1. Because housing is so expensive now –…

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Our Top 5 Financial Resolutions

Start the new Financial year with our top five resolutions to boost your financial success: 1. Develop a budget – this is the most valuable tool for managing your finances.  2. Manage your debts – chip away at your debts and you’ll spend less on interest 3. Improve your cashflow – have a look at…

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Death of a Partner: A Guide for Families

Together with the Council of the Ageing (COTA) Victoria, one of TAG’s clients was involved with writing a guide for Families on the Death of a Partner. This is a practical guide about the people who you need to notify and the legal processes that follow after the death of a partner.  It also helps people navigate…

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Evolving with Gooroo

At TAG Financial Services, we are always looking at ways to improve our infrastructure and people, so we continue to grow and thrive in a challenging and evolving industry. We are excited to announce that we will be working with Gooroo over the next 3 years.  Gooroo will assist in the development of our team…

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Investing – what’s stopping you?

What stops people from investing?  Michelle Griffiths, Partner, 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…

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