At TAG, we are passionate about what we do.
This passion means that we make a real difference with every project.
Great Advice in Your Best Interests
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.
Focusing on Your Financial Goals
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 offers a comprehensive range of services for individuals and business owners. 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
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.
– Wendy
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
$3M Super Tax Clears Lower House Despite Push for Amendment, Senate Showdown Awaits
The $3m super cap tax passed the lower house late last week, after an overwhelming rejection of proposed amendment to the Division 296 tax.
Posted on October 16, 2024 by TAG Financial Services
$3M Super Tax Clears Lower House Despite Push for Amendment, Senate Showdown Awaits
The $3m super cap tax passed the lower house late last week, after an overwhelming rejection of proposed amendment to the Division 296 tax.
Posted on by TAG Financial Services
Asset threshold changes are here - are you now eligible for the aged pension?
Last month, increases were made to the Age Pension asset threshold limits as a result of CPI, allowing individuals to hold slightly more assets before their pension payments would be affected.
Posted on October 10, 2024 by TAG Financial Services