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
Capital Gains Tax Changes – The Impact - Part 2
From 1 July 2027, significant changes to Capital Gains Tax may affect investors and asset owners.
A minimum 30% tax rate will apply to eligible real capital gains above inflation.
The impact will vary depending on the asset, income level and applicable CGT concessions.
Early planning and accurate valuations can help minimise unexpected tax outcomes.
Posted on August 25, 2026 by TAG Financial Services
Capital Gains Tax Changes – The Facts – Part 1
The new rules could significantly impact property investors, business owners and shareholders.
With 30 June 2027 a critical transition date, now is the time to understand what’s changing.
Read Part 1 to learn the facts, and stay tuned for Part 2, where we explore the real-world impact.
Posted on by TAG Financial Services
Super & Tax Strategies Day 2026 - Register Now!
Super & Tax Strategies Day 2026 – Elevate the quality of your client advice through considered super and tax strategies. [In person and Virtual in Melbourne]
Posted on June 16, 2026 by TAG Financial Services